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Cohen & Steers · 1 day ago

Associate Director, RFP Writer

New York, NY

Full-time

Hybrid

Mid, Senior Level, Lead/Staff

$125K/yr - $135K/yr

4+ years exp

Cohen & Steers is seeking an Associate Director to join its Product Information team within the Global Marketing Department. The role involves managing the completion of RFPs and RFIs, ensuring consistent messaging and branding, and collaborating with cross-functional teams to support business development and client retention efforts.

Finance

Growth Opportunities

Responsibilities

Complete Requests for Proposals (RFPs), Requests for Information (RFIs) and Due Diligence Questionnaires (DDQs) across all channels and markets

Ensure consistency in messaging and branding across all RFP submissions

Collaborate with cross-functional teams to gather data and information needed for RFP responses

Review and edit RFP responses from other team members

Ensure consistency in messaging and branding across all RFP submissions

Maintain a database of RFP content and responses for future use

Develop Product Information collateral and content for use across distribution efforts

Support the update and maintenance of consultant and third-party databases

Respond to consultant, client, and prospect ad hoc requests

Contribute to the development of RFP best practices and templates

Qualification

RFP writingAsset management knowledgeMS Office SuiteRFP management softwareQuantitative aptitudeInclusive behaviorsResourcefulnessBachelor's degreeProfessional certificationsAdvanced ExcelBloombergFactSetMorningstar DirectWriting skillsProject managementCommunication skillsDetail-orientedTeam player

Required

4 – 7 years of experience in a related position with relevant experience completing RFPs/RFIs or similar requests

Strong understanding of asset management products and services

Excellent writing skills and high quantitative aptitude

Effectively manages multiple projects and deadlines

Skilled communicator; builds and maintains strong relationships with teams across the firm

Detail-oriented and meticulously organized

Team player: independent and resourceful with a desire to learn

Proficiency in MS Office Suite and RFP management software (e.g., RFPIO)

Bachelor's degree in a related field (e.g., finance, business, communications)

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)

Preferred

Knowledge of the asset management industry, including mutual fund and separate account vehicles, the institutional and retail investor base, as well as the broker/dealer, investment advisor and consultant communities

Working knowledge of Morningstar Direct, Bloomberg, FactSet and advanced Excel a plus

Series 6 or 7 and Series 63 licenses and other professional certifications (e.g., CFA) a plus

Company

Cohen & Steers

Glassdoor3.8

Cohen & Steers is a global investment manager specializing in liquid real assets, including real estate securities, listed infrastructure, and natural resource equities, as well as preferred securities and other income solutions.

Founded in 1986

New York, New York, USA

201-500 employees