Associate, Performance Analytics

Job Title: Associate, Performance Analytics

Department: Investment Administration

Reports To: Vice President, Performance Analytics

FLSA Code: Non-Exempt

Estimated Salary: $80,000 - $85,000

Job Summary:

The Investment Performance team is responsible for all performance-related matters within the firm. This includes, but is not limited to, execution and communication of: calculating performance across all investment products, attribution analysis, competitor analysis, risk statistics, and portfolio characteristics. Cohen & Steers is committed to an inclusive culture, valuing diversity in support of our people and clients.

Major Responsibilities/Activities:

• Monitor and review benchmark and portfolio data quality
• Assist in preparation of portfolio attribution analysis and interpretation
• Troubleshoot monthly preliminary and final returns for all accounts. Monitor data integrity on a daily basis.
• Review and maintain firm-wide security level classifications
• Run internal daily performance reports; support the implementation and process for automation and quality improvement of reports
• Assist in monthly composite returns and research into causes of dispersion
• Research, build and analyze appropriate competitor peer groups
• Run internal daily fund information and rankings report
• Prepare materials for corporate and fund board meetings
• Work closely with manager on the continuing automation and centralization of performance attribution reporting.
• Assist retail, institutional and portfolio management groups with performance-related requests and special projects as needed.
  
  
  

Minimum Requirements:

• Bachelor’s degree from an accredited college
• 1 years of related experience
• Proficiency in Microsoft Office Suite and advance functions of Microsoft Excel
• Excellent communication skills
• Strong data management and quantitative skills
• Ideally have mutual funds and separate accounts performance calculation experience
• Familiarity with Morningstar Direct, Bloomberg, Sim Corp Dimension, Factset and BiSam Attribution is a big plus
• Working knowledge of performance and attribution analysis, and relative risk statistics is highly desirable
• Demonstrates inclusive behaviors in support of a culture that values diverse perspectives
• Is able to abide by the firm’s hybrid work arrangement policy in New York City office (4 days in-office/1 day remote)
  
  
  

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.