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

About the role

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.

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.

Responsibilities

• 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

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