Associate, Preferred Securities

Job Title: Associate, Preferred Securities

Department: Investments

Reports To: EVP, Head of Fixed Income & Preferred Securities

FLSA Code: Exempt

Estimated Salary: $90,000 - $130,000

Job Summary:

Junior analyst on an asset management team that focuses on global investments in preferred securities and corporate bonds.

The junior analyst will contribute to the overall success of the fixed income team in its goal of providing excellent investment results for clients by supporting the team’s portfolio managers and senior analysts in analytical tasks relating to portfolio management, sector and company evaluations, and security valuation and selection. Cohen & Steers is committed to an inclusive culture, valuing diversity in support of our people and clients.

Major Responsibilities/Activities:

• Collaborate with portfolio managers and senior analysts to develop and improve quantitative and analytical tools to enhance portfolio management and security selection
• Work with senior analysts in the evaluation of company fundamentals and security valuations
• Manage and run various security valuation, portfolio and index positioning, and performance-related reports, as well as related databases
• Perform active surveillance of portfolio holdings to identify changes and trends
• Work on various client services projects and support marketing efforts and information requests relating to client accounts
• Stay abreast of global credit markets, as well as market technicals and issuer/deal fundamentals that impact relative value
• Interface with colleagues in technology, account administration, marketing, client services, compliance, and trading
  
  
  

Minimum Requirements:

• Bachelor’s degree in analytical fields, such as computer science or business, and a strong interest to work in finance
• Aspiration for a career in asset management and/or to pursue a CFA taken into consideration
• Very strong preference for advanced Excel modeling skills with proficiency in or a desire to learn VBA
• Very strong preference for coding skills. Primary languages of interest include Python, VBA, and SQL. Experience with PowerBI, large language models, or publicly available AI tools a plus
• Bloomberg proficiency a strong plus
• No prior work experience required, but up to 2 years of buy-side or sell-side experience helpful
• Familiarity with economics and finance and a strong interest in fixed income markets
• Excellent communication skills – written and verbal
• Team-oriented and collaborative
• Intelligent, conceptual thinker with the ability to quickly assess a situation and generate new insights and usable ideas
• Hardworking with an ability to multi-task in a dynamic work environment
• Demonstrates inclusive behaviors in support of a culture that values diverse perspectives
  
  
  

Note: This job description reflects management's assignment of essential functions; it does not prescribe or restrict the tasks that may be assigned. The job title or duties and responsibilities may be changed by the Company at any time.