Vice President, Portfolio Specialist

2 days ago

London, Greater London, United Kingdom Cohen & Steers Full time £60,000 - £120,000 per year

Job Title:
Vice President, Portfolio Specialist

Department:
Investments

Reports To:
SVP, Head of Portfolio Specialist Group

FLSA Code:
Exempt

Job Summary:
The Vice President, Portfolio Specialist will play a critical role, serving as a proxy for investment teams in Cohen & Steers' efforts to grow its business amongst financial intermediaries across Europe and Asia. This position requires deep investment and product knowledge, strong presentation and marketing skills, and the ability to work across both institutional and wealth channels. The individual will also be required to build the necessary relationships within the various internal groups at Cohen & Steers (i.e. portfolio management, distribution, marketing, etc.). The primary emphasis will be representing the Cohen & Steers Preferred Securities and Cohen & Steers Real Assets investment teams. This role will be based in Cohen & Steers London office. Cohen & Steers is committed to an inclusive culture, valuing diversity in support of our people and clients.

Major Responsibilities/Activities:

  • Serve as subject matter expert on investment strategies, portfolio positioning, and markets, working closely with portfolio managers and analysts
  • Clearly articulate investment philosophy, process, investments, and performance to internal and external audiences
  • Support client acquisition and retention by joining client/prospect meetings alongside distribution partners in the EMEA Wealth channel
  • Collaborate with Marketing to develop differentiated and high-impact messaging across written, digital, and presentation materials
  • Respond to portfolio and market related questions from distribution, marketing, and RFP teams
  • Provide regular updates, training, and thought leadership to internal audiences to strengthen product knowledge and client engagement effectiveness

Minimum Requirements:

  • 7+yrs of experience in investment management, product management, or client-facing roles within the asset management industry
  • Must be an action-oriented, disciplined, strategic thinker motivated to support sales and grow strong investor relationships
  • Excellent communication/presentation skills and the ability to make the complex, simple
  • Team-first attitude, with a high degree of accountability, initiative and collaboration
  • Demonstrates inclusive behaviors in support of a culture that values diverse perspectives
  • Bachelor's degree required; MBA/CFA/CAIA or working towards are preferred
  • Proficiency in additional European or Asian languages is a plus
  • Up to 50% travel may be required across Europe and Asia
  • 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 London office when not travelling (4 days in-office/1 day remote)

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.

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