Associate Director, Performance Analytics

Job Title: Associate Director, Performance Analytics

Department: Investment Administration

Reports To: SVP - Performance Management

FLSA Code: Exempt 

Estimated Salary: $105,000 - $115,000 

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:

• Verify official benchmark and preliminary account returns.
• Maintenance of all returns on firmwide performance intranet.
• Prepare materials for corporate and fund board meetings.
• Calculate risk statistics for portfolios, composites, competitors and benchmarks
• Run internal daily fund information and rankings reports.
• Distribute daily performance reports across various accounts and strategies
• Work on the continuing automation and data centralization projects
• Assist retail, institutional and portfolio management groups with performance related requests and special projects.
• Review portfolio attribution analysis and ensure accuracy of strategy commentaries and annual reports.
• Review and provide feedback on accuracy of performance and related information for mutual fund semi-annual, annual financials and prospectus reporting.
• Reconcile various internal account returns to custodian returns and prepare client specific reports.

Minimum Requirements:

• Proficient in Microsoft Office Suite, including advance functions of Microsoft Excel
• Familiarity with Morningstar Direct, Bloomberg, SimCorp Dimension, Factset /B-One attribution system and Power BI tools is a major plus
• Strong knowledge of performance, attribution analysis, risk statistics and portfolio characteristics
• Excellent communication and quantitative skills
• Basic understanding of coding is a plus
• 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)

Qualifications:

• Bachelor’s degree
• 5 - 8 years of related experience required
• CIPM or CFA is a big plus

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.