Office of the CFO, Managerial Investment Consultant, October 2027
About The Position
Cohen & Co is hiring a Managerial Investment Consultant in the Office of the CFO for an October 2027 start. The role offers hands-on client experience, technical learning, and opportunities to build relationships with peers, mentors, engagement teams, and firm leaders. The firm describes its culture as supportive and learning-oriented, with training and feedback to support professional growth. The work includes evaluating capital allocation, analyzing corporate investment returns, and supporting executive decision-making on internal projects and asset portfolios. The role also provides opportunities to participate in firm-wide business development, recruitment, diversity, equity and inclusion efforts, and community service.
Requirements
- Bachelor’s degree in Accounting, Data Analytics, Finance, Information Systems, Business Management, Engineering, Business Intelligence, or a related field.
- Prior Accounting or Office of the CFO internship.
Nice To Haves
- Minimum 3.0 GPA.
- Adaptability to evolving client needs and a self-motivated approach to prioritizing tasks and meeting deadlines.
- Strong problem-solving skills, including the ability to analyze data in Excel and communicate findings clearly to diverse audiences.
Responsibilities
- Evaluate capital allocation.
- Analyze corporate investment returns.
- Support executive decision-making on internal projects and asset portfolios.
- Build relationships with peers, mentors, and engagement teams through client work, firm events, and internship program experiences.
- Use ongoing feedback to sharpen technical skills and develop professionally.
- Participate in firm-wide initiatives such as business development, recruitment, DEI efforts, and community service.
Benefits
- Comprehensive and competitive Total Rewards package with benefits employees can select to suit their needs.
- Time off beyond standard PTO, including time to give back to the community.
- Annual discretionary merit increases and bonuses.
- Talent development resources and growth opportunities.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
