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About the Role
The Investment Administration Department is seeking a motivated student to join the Client Onboarding team as a Summer Associate. This role offers hands-on exposure to launching and managing client accounts within an asset manager, collaborating with various teams throughout the investment account lifecycle. The position provides an opportunity to learn how client, investment, operational, technology, and data processes converge to support an investment management business.
Responsibilities
- Support new account launches, modifications, and terminations using internal workflows, checklists, and templates.
- Track client information, key milestones, and outstanding onboarding items across multiple stakeholders.
- Gain exposure to the full account lifecycle, from initial stages through funding and launch.
- Support Account Master enhancements, including gathering business requirements, coordinating user acceptance testing (UAT), and assisting with data governance.
- Assist with the Account Master request intake and prioritization process.
- Analyze data and processes to identify inconsistencies, automation opportunities, and workflow improvements.
- Assist with Client Onboarding and Account Master process improvements, technology initiatives, and special projects.
Requirements
- Undergraduate student with an expected graduation date in 2028.
- Strong interest in investment management, operations, or technology.
- Ability to quickly learn new systems and processes.
- Strong analytical and critical-thinking skills.
- Ability 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.
- Strong organizational and project-management skills.
- Proactive and resourceful, taking initiative to identify business/client needs.
- Strong communication and attention to detail.
- Positive, collaborative approach to working with colleagues.
- Proficiency with Microsoft Excel, Outlook, Word, and PowerPoint.
- Demonstrates inclusive behaviors supporting a culture that values diverse perspectives.
- Able to meet the firm's work arrangement policy (5 days in-office).
Skills
- Microsoft Excel
- Microsoft Outlook
- Microsoft Word
- Microsoft PowerPoint
- Analytical skills
- Critical-thinking skills
- Organizational skills
- Project management skills
- Communication skills
- Attention to detail
Location
- New York City
Work Type
- Onsite
- Full-time
Experience Level
- Student Associate
Education Level
- Undergraduate student
Salary/Compensations
- $33/hour
About the Company
- Cohen & Steers is committed to an inclusive culture, valuing diversity in support of our people and clients.