Summer Associate, Client Onboarding

Cohen & Steers Summer Associate Program • New York, NY

2d • Onsite

About The Position

The Investment Administration Department is seeking a motivated student to join the Client Onboarding team as a Summer Associate. The role provides hands-on exposure to how an asset manager launches and manages client accounts, working with teams across the firm throughout the investment account lifecycle.

The Summer Associate supports new account launches and ongoing account lifecycle activities and works with Account Master, a proprietary platform used to maintain critical account and entity data. The position also provides exposure to technology and data initiatives, including system enhancements, data quality, governance, requirements gathering, and user acceptance testing. It offers an opportunity to learn how client, investment, operational, technology, and data processes come together to support an investment management business. Cohen & Steers values diversity and is committed to an inclusive culture in support of its people and clients.

Requirements

• Be an undergraduate student with an expected graduation date in 2028.
• Have a strong interest in investment management, operations, or technology, and the ability to quickly learn new systems and processes.
• Demonstrate strong analytical and critical-thinking skills, including the ability to work with large data sets, identify patterns or issues, and develop practical solutions.
• Have a technology-oriented mindset and an interest in leveraging technology to streamline workflows and processes.
• Have strong organizational and project-management skills, including the ability to coordinate multiple tasks, deadlines, and stakeholders.
• Be proactive and resourceful, taking initiative to identify business or client needs and ask thoughtful questions.
• Have strong communication skills and attention to detail, with a positive, collaborative approach to working with colleagues across the firm.
• Be proficient with Microsoft Excel, Outlook, Word, and PowerPoint.
• Demonstrate inclusive behaviors in support of a culture that values diverse perspectives.
• Be able to meet the firm's work arrangement policy in its New York City office, which requires working in-office five days per week.

Responsibilities

• Work with the Client Onboarding team to support new account launches, account modifications, and account 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 the initial stages of a new product or account through funding and launch, and observe how Client Onboarding facilitates the process across the firm.
• Support Account Master enhancements by gathering and documenting business requirements, coordinating user acceptance testing (UAT), and assisting with data governance initiatives.
• Assist with Account Master request intake and prioritization, including organizing and evaluating enhancement requests.
• Analyze data and processes to identify inconsistencies, opportunities for automation, and potential workflow improvements.
• Assist with Client Onboarding and Account Master process improvements, technology initiatives, and other special projects.

What This Job Offers

• Job Type: Full-time
• Career Level: Intern
• Education Level: No Education Listed