Associate Director, FP&A and Strategic Finance – Private Real Estate

Cohen & Steers Summer Associate Program; New York (NY); Hybrid; USD 110,000 - 135,000; Full time

Job summary

The Associate Director, FP&A and Strategic Finance will serve as a strategic partner to the Private Real Estate platform, combining financial planning, portfolio analytics, data management, and executive reporting responsibilities. This role will own financial modeling, forecasting, capital planning, liquidity management, and Board-level reporting for CNSREIT and other private real estate vehicles.

You will collaborate with acquisitions, asset management, accounting, investor relations, capital

Qualifications

• 4-7 years of experience in real estate FP&A, investment analysis, corporate finance, valuation, transaction advisory, real estate private equity, REITs, or related experience within a Big 4 or investment management environment.
• BA/BS in Accounting/Finance.
• Demonstrates inclusive behaviors in support of a culture that values diverse perspectives.
• Agrees to comply with the firm’s hybrid work policy, requiring NYC office four days per week with one remote day.

Responsibilities

• Own and enhance portfolio-level financial models for capital allocation, dividend recommendations, liquidity management, and strategic decision making.
• Develop portfolio-level performance analytics for senior leadership to evaluate investment performance and capital deployment.
• Identify opportunities to automate manual workflows and enhance scalability of financial and operational reporting.
• Partner with senior leadership in evaluating dividend strategy, distribution coverage, and long-term capital planning.
• Develop liquidity forecasts and scenario analyses to support acquisitions, financing decisions, and capital deployment strategies.
• Prepare executive analyses and Board materials related to financial performance, liquidity, dividend recommendations, acquisitions, and portfolio strategy.
• Drive the monthly real estate valuation process, including oversight of third-party valuation firms and reporting to senior leadership.
• Assist with developing and maintaining portfolio level data accessible to accounting and investment teams.
• Drive the semi-annual budgeting and reforecast process for CNSREIT.
• Leverage AI, automation, and advanced analytics tools to improve forecasting, reporting, and decision-support processes.

Education

BA/BS in Accounting/Finance

Tools

Excel

PowerPoint

Argus

Power BI

Tableau

Job description

Job Title:

Associate Director, FP&A and Strategic Finance – Private Real Estate

Department:

Finance

Reports To:

Senior Vice President, CFO - Private Real Estate

FLSA Code:

Exempt

Estimated Salary:

$110,000 – $135,000

About Cohen & Steers:

Cohen & Steers is a leading global investment manager specializing in real assets and alternative income, including listed and private real estate, infrastructure, natural resource equities, preferred securities and other income solutions. Founded in 1986 and headquartered in New York City, the firm has 400+ employees across New York, London, Hong Kong, Tokyo, Dublin and Singapore and serves institutional, wealth and individual investors around the world. Cohen & Steers was listed on the New York Stock Exchange in 2004 under the ticker CNS, has approximately $100 billion in assets under management and is committed to an inclusive culture that values diversity in support of our people and clients. The firm’s 40 years of category dominance in the REITs business led to a highly strategic decision to expand into investing directly in real estate.

Job Summary:

The Associate Director, FP&A and Strategic Finance will serve as a strategic business partner to the Private Real Estate platform, combining financial planning, portfolio analytics, data management, and executive reporting responsibilities. This individual will be responsible for financial modeling, forecasting, capital planning, liquidity management, dividend strategy, valuation oversight, portfolio analytics, and Board-level reporting for our SEC-registered non-traded REIT and other private real estate investment vehicles. The role will partner closely with acquisitions, asset management, accounting, investor relations, capital markets, and executive leadership to support the growth of CNSREIT and other real estate investment vehicles. Cohen & Steers is committed to an inclusive culture, valuing diversity in support of our people and clients.

Major Responsibilities/Activities:

• Own and enhance portfolio-level financial models used to support capital allocation, dividend recommendations, liquidity management, and strategic decision making
• Develop and maintain portfolio-level performance analytics used by senior leadership to evaluate investment performance, capital deployment, operating trends, and strategic initiatives
• Identify opportunities to automate manual workflows and enhance scalability of financial and operational reporting
• Partner with senior leadership in evaluating dividend strategy, distribution coverage, and long-term capital planning
• Develop liquidity forecasts and scenario analyses to support acquisitions, financing decisions, and capital deployment strategies
• Prepare executive-level analyses and Board materials related to financial performance, liquidity, dividend recommendations, acquisitions, and portfolio strategy
• Drive the monthly real estate valuation process, including oversight of third-party valuation firms, analysis of valuation drivers, and presentation of key valuation changes and portfolio trends to senior leadership
• Assist with developing and maintaining portfolio level data in a manner that’s easily accessible to the accounting and investment teams
• Drive the semi-annual budgeting and reforecast process for CNSREIT
• Leverage AI, automation, and advanced analytics tools to improve forecasting, reporting, and decision-support processes

Minimum Requirements:

• 4-7 years of experience in real estate FP&A, investment analysis, corporate finance, valuation, transaction advisory, real estate private equity, REITs, or related experience within a Big 4 or investment management environment
• BA/BS in Accounting/Finance
• Demonstrates inclusive behaviors in support of a culture that values diverse perspectives
• Agrees to comply with the firm’s hybrid work policy ("work from home policy", as aligned with the Company’s employee handbook), which currently requires reporting to the Company’s New York City office four (4) days per week, with one (1) remote workday permitted.

The ideal candidate would have the following skills:

• Strong proficiency in Microsoft Excel and Microsoft PowerPoint
• Familiarity with Argus
• Advanced financial modeling and analytical skills
• Experience with business intelligence platforms such as Power BI, Tableau, or similar visualization tools
• Strong attention to detail, follows tasks through to completion and has a high sense of urgency
• Outstanding communication skills, excellent interpersonal skills, both oral and written, and ability to build as well as deliver effective presentations
• Must be highly process oriented and have experience with organizational control environments
• Comfortable working in a changing and dynamic environment
• Self-starter, someone who can work independently and responsibly with limited supervision
• Demonstrates inclusive behaviors in support of a culture that values diverse perspectives

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.