Summer Associate, Client Onboarding

Job Title: Summer Associate, Client Onboarding

Department: Investment Administration

Reports To: Vice President, Head of Client Onboarding

FLSA Code: Non-Exempt

Estimated Salary: $33/hour

 

Job Summary:

The Investment Administration Department is seeking a motivated student to join the Client Onboarding team as a Summer Associate. The Summer Associate will gain hands-on exposure to how an asset manager launches and manages client accounts, working with teams across the firm throughout the investment account lifecycle.

The Summer Associate will support new account launches and ongoing account lifecycle activities and work with Account Master, a proprietary platform used to maintain critical account and entity data. The role will also provide exposure to technology and data initiatives, including system enhancements, data quality, governance, requirements gathering and user acceptance testing. This is an opportunity to learn how client, investment, operational, technology and data processes come together to support an investment management business. Cohen & Steers is committed to an inclusive culture, valuing diversity in support of our people and clients.

 

Major Responsibilities/Activities:

• Work closely with the Client Onboarding team to support new account launches, account modifications and account terminations using internal workflows, checklists and templates.
• Assist with tracking client information, key milestones and outstanding onboarding items across multiple stakeholders.
• Gain exposure to the full account lifecycle, from the initial stages of a new product or account through funding and launch, and see how Client Onboarding facilitates the process across the firm.
• Support Account Master enhancements, including gathering and documenting business requirements, coordinating user acceptance testing (UAT) and assisting with data governance initiatives.
• Assist with the Account Master request intake and prioritization process, including organizing and evaluating enhancement requests.
• Analyze data and processes to identify inconsistencies, opportunities for automation and potential workflow improvements.
• Assist with Client Onboarding and Account Master process improvements, technology initiatives and other special projects.

 

Minimum Requirements: 

• Undergraduate student with an expected graduation date in 2028
• Strong interest in investment management, operations, or technology with an ability to quickly learn new systems and processes.
• Strong analytical and critical-thinking skills, and able to work with large data sets, identify patterns or issues, and develop practical solutions.
• Technology-oriented mindset, with an interest in leveraging technology to streamline workflows and processes.
• Strong organizational and project-management skills, including coordinating multiple tasks, deadlines and stakeholders.
• Proactive and resourceful, taking the initiative to identify business/client needs and ask thoughtful questions.
• Strong communication and attention to detail with a positive, collaborative approach to working with colleagues across the firm.
• Proficiency with Microsoft Excel, Outlook, Word and PowerPoint.
• Demonstrates inclusive behaviors in support of a culture that values diverse perspectives
• Able to meet the firm's work arrangement policy in our New York City office (5 days in-office)

 

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.