Office of the CFO, Managerial Investment Consultant, October 2027

Cohen & Co • Baltimore, MD

3d

About The Position

Cohen & Co is hiring a Managerial Investment Consultant in its Office of the CFO. The role offers hands-on client experience, technical training, feedback, and opportunities to build professional relationships with peers, mentors, engagement teams, and firm leaders. The work includes evaluating capital allocation, analyzing corporate investment returns, and supporting executive decision-making on internal projects and asset portfolios. The position also offers opportunities to participate in firm-wide business development, recruitment, DEI efforts, and community service initiatives.

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 GPA of 3.0.
• 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

• Time off outside of standard PTO to give back to the community.
• Annual discretionary merit increases and bonuses.
• Talent development resources and opportunities for growth.
• Comprehensive and competitive Total Rewards package with options employees can tailor to their needs.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level