Cohen & Steers jobs in New York, NY - 147 jobs

Job Title: Vice President, Head of RFP & Consultant Database Team Department: Global Marketing Reports To: Senior Vice President, Channel & Product Marketing FLSA Code: Exempt Estimated Salary: $170,000 - $190,000 Cohen & Steers is a leading specialty manager focused on real assets and alternative income. We specialize on U.S. and international real estate securities, listed infrastructure, and preferred securities including private real estate. Headquartered in New York City, with offices in London, Hong Kong, Tokyo, Dublin and Singapore. Cohen & Steers serves financial professionals and institutional investors through a broad range of investment vehicles. We are currently seeking a Head of RFP & Consultant Database Team who will oversee and manage the RFP and data dissemination process for the firm. The role will be an integral position in the Global Marketing department. The Head of RFP & Consultant Database Team will be a senior member of the team, responsible for managing the RFP writers and working closely with the other members of the Global Marketing team. The role will also involve participating in due diligence meetings with consultants and institutional investors. The team will support all distribution channels including Institutional Sales and Client Service, Consultant Relations and Wealth Management Consulting. This position reports to the SVP Channel & Product Marketing on an interim basis. Cohen & Steers is committed to an inclusive culture, valuing diversity in support of our people and clients. Major Responsibilities/Activities: * Oversee the RFP process at the firm * Oversee, maintain and enhance responses in RFPIO, the firm's proposal software * Manage Associates; train them on completing RFPs and on product knowledge * Review RFPs being submitted as needed * Responsible for promoting consistency in product information responses across firm and marketing channels * Develop responses to consultant, client and prospect requests * Interact with all departments across the firm including investments, trading, legal and compliance, etc. to respond to product information questions * Manage workflow and review of proposals * Work with product solutions and marketing communications to ensure consistency of messaging in deliverables * Participate in due diligence meetings with consultants and institutional investors * Oversee the maintenance of consultant and performance databases Minimum Requirements: * Bachelor degree from an accredited college * 7+ years of related experience required * FINRA series 7 license required; or must be obtained * Demonstrates inclusive behaviors in support of a culture that values diverse perspectives Necessary Skills and Abilities: * Experience using RFPIO or similar RFP content management system * Experience managing an RFP group * Excellent communication and writing skills * Strong influencing and relationship building skills, with the ability to escalate and prioritize the team's work * Strong attention to detail and organizational skills * Self-starter, able to multi-task and prioritize in deadline driven environment * Must be able and willing to work in a team-oriented environment * Skilled use of Excel, Word and PowerPoint 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.

Job Title: Associate, Client Reporting Department: Investment Administration Reports To: Associate Director, Client Reporting FLSA Code: Non-Exempt Estimated Salary: $75,000 - $82,000 The Associate, Client Reporting will support the execution and delivery of mandated institutional client and shareholder reporting, as well as the production of firm marketing materials such as factsheets. This role involves hands-on involvement in report creation, quality control, and distribution, with a focus on maintaining accuracy, consistency, and timeliness across all deliverables. The associate will work closely with internal teams including Fund Management, Sales, Product, Marketing, Relationship Management, Legal & Compliance, and IT to ensure reporting meets regulatory and client expectations. Cohen & Steers is committed to an inclusive culture, valuing diversity in support of our people and clients. Major Responsibilities/Activities: Reporting Execution and Delivery * Support the timely and accurate execution of mandated regulatory and contractual reporting for institutional clients and shareholders. * Assist in the preparation and distribution of customized client reports based on specific requirements or preferences. * Coordinate with internal teams to ensure data accuracy and completeness prior to distribution. * Maintain and update reporting templates and schedules to meet established deadlines and quality standards. * Ensure consistency and integrity across standardized, customized, and marketing-related reporting outputs, including fund factsheets. * Collaborate with Marketing and Product teams to incorporate updated data, disclosures, and messaging into recurring materials. * Support the execution of ad-hoc reporting requests and assist in maintaining version control for client-facing documents. * Monitor reporting workflows and escalate any issues that may impact delivery timelines or data integrity. Process Support & Reporting Operations * Maintain data integrity across all reporting outputs and ensure consistency with firm-wide standards. * Assist in the creation, verification, and distribution of standardized and customized reporting packages and marketing materials. * Review and update procedures to reflect current workflows and reporting requirements. * Support the onboarding of new accounts and funds by helping establish reporting deliverables and timelines. * Collaborate with team members to resolve reporting issues and ensure smooth execution of reporting cycles. Minimum Requirements: * Bachelor's degree in Finance, Business, Economics, or a related field preferred. * Minimum 1 year of professional work experience. * Strong attention to detail and commitment to data accuracy. * Proficiency in Microsoft Excel; familiarity with reporting tools or data visualization platforms is a plus. * Excellent communication, organizational, and time management skills. * Ability to work independently and collaboratively in a fast-paced, deadline-driven environment. * 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 New York City office (4 days in-office/1 day remote). Beneficial Skills and Abilities * Experience in financial reporting, operations, or client service within asset management or financial services. * Familiarity with client reporting applications; experience with Vermilion Reporting Suite is a plus. * Understanding of global institutional client reporting and marketing materials, such as factsheets. * Strong grasp of investment products and financial securities information. * Knowledge of the mutual fund industry, broker/dealer structures, and investment advisor community. * Familiarity with investment management agreements and regulatory reporting standards. * Highly motivated self-starter with the ability to prioritize effectively and manage multiple tasks. * Strong analytical and problem-solving skills, with a commitment to continuous improvement. * Knowledge of Japanese client reporting and language is advantageous. 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.

Guggenheim Investments is seeking an organized and detail-oriented candidate to join its Data Integrity team. The Senior Associate will be part of a team which is responsible for the creation and stewardship of security data and analytics calculations for all of Guggenheim Investments. The role provides a unique opportunity to join a dynamic, evolving, and fast paced team and will involve being a subject matter expert working directly with Trading Desks, Portfolio Management, Compliance, Client Service and other Operations groups to ensure securities are set up timely and accurately in the trading systems and their data is maintained accurately. As part of a team of experts on security level data for Guggenheim, the Senior Associate will respond to a range of inquiries from stakeholders across the firm while getting exposure to equities, Corporate Bonds, Munis, Gov't & Agency Bonds, ABS, RMBS, CMBS, Private Placements, and derivatives such as Swaps, Options and FX. The Data Integrity Senior Associate position is within the Operations department based in the Chicago and New York office.ResponsibilitiesKey Responsibilities Monitor security data flow across various investment management software systems to ensure consistent and accurate information is used across the firm Daily assessment of the Data Integrity Group's suite of quality control reports including security terms and conditions checks, security issuer validation, asset class sector checks, and security ticker checks Analyze and source data from various vendors including Bloomberg, Reuters, MSCI, and others Perform daily ESG (Environmental, Social, Governance) ratings reviews and updates Update and review fixed income cash flows, ensuring that the resulting bond analytics are within expectations of the portfolio desk and trading desks Perform daily credit rating and NAIC designation reviews and updates Update and recalculate principal and income projections based on security accruals, factors, and coupons Consult with management and IT on how to develop continued incremental improvement and increased efficiencies across Operations and produce monthly data metrics Timely response to inquiries affecting both the risk management system and the accounting system Assist in training junior team members Oversee and lead team projects and firm initiatives QualificationsBasic Qualifications Undergraduate degree, preferably in Finance or Business-related fields 5+ years of relevant work experience (asset management and/or middle office experience) Strong analytical skills and experience with data analysis Strong understanding of fixed income securities High attention to detail, organizational skills, and ability to manage multiple inquiries under tight deadlines Ability to lead projects to completion and troubleshoot/resolve complex issues High proficiency in Excel, and knowledge/use of the Microsoft Office suite Preferred Qualifications Completion of the CFA Level 1 exam is a plus, but not required Experience using Blackrock Aladdin, Wall Street Office Thorough deep knowledge and understanding of fixed income securities, with emphasis on Bank Loans Ability to work in a team to create processes and influence change Demonstrated commitment to teamwork and client service Effective project management and communication skills Organized, detail oriented and extremely thorough with strong problem-solving skills and demonstrated ability to take initiative Salary Range Annual base salary between $105,000.00-$115,000.00 The base salary range represents the low and high end of the anticipated base salary range for this position. Actual base salaries may vary depending on factors such as location and experience. The range listed reflects base salary only, and the total compensation package may include other components such as incentive compensation.

**Wealth Client Relationship Manager** Wealth Management Client Relationship Managers at TIAA spend their time partnering with Wealth Management Advisors on deepening the relationships we share with our clients and helping them grow their practice through referrals to deliver financial solutions that ignite the dreams of the people we exist to serve. We are proud that we've been recognized for being one of the world's most ethical companies and ranked by Diversity Inc as a Top 50 Company for diversity. We hire and develop Wealth Management Client Relationship Managers who believe in our mission of helping our clients find confidence in retirement and who personify our values. Should the following skills reflect who you are and who you aspire to be, you will thrive as a Wealth Management Client Relationship Manager at TIAA. - Deeply curious with a demonstrated ability to uncover the needs of the client. - Giving and receiving constructive feedback are hallmarks of your character. - Unlocking the value of bringing people together to leverage their skills, talents, and knowledge to achieve a common purpose is your north star. - Motivated by finding solutions, you maintain an entrepreneurial mindset in pursuit of growth. - Takes tremendous pride in your knowledge of the investment solutions our advisors are recommending as well was your understanding of the importance of financial planning. - Thrives in an environment of empowerment and accountability, learns from mistakes, and applies the learning to drive performance, while maintaining an unwavering work ethic. **Key Responsibilities and Duties** + The Wealth Client Relationship Manager partners with Wealth Management Advisors in delivering client service and supporting high-net worth clients. Working under moderate supervision, this job operationally leads Wealth Management advisory teams to help high-net worth clients achieve their financial goals. This includes managing the responsibilities for a book of assigned clients, supporting the implementation of financial plan recommendations and the coordination of asset consolidation. + Communicates clearly and succinctly, utilizing interpersonal communication and relationship building skills. + Manages time and resources efficiently and effectively to bring compounding value and excellence to our clients. + Builds meaningful and long-lasting relationships, while supporting advisors to implement TIAA advice and planning solutions. + All licenses and registrations must be obtained within 120 days from start date. **Educational Requirements** + University (Degree) Preferred **Work Experience** + 2+ Years Required; 3+ Years Preferred **FINRA Registrations** + SRC Indicator: Series 7; Series 63; Series 65; Series 66 **Licenses and Certifications** + Life and Health Insurance License (Resident State) - Multiple Issuers required within 120 Days **Physical Requirements** + Physical Requirements: Sedentary Work **Career Level** 6IC **Required:** + 2+ years of financial services experience. + Series 7, 66 (63 and 65), and life and health insurance licenses completed within 120 days of start date. **Preferred:** + 3+ years of financial services experience. + Series 7, 66 (or 63 and 65), and life and health insurance licenses completed. Related Skills Business Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Due Diligence, Practice Management Strategy, Prioritizes Effectively, Quantitative Analysis, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Management **Anticipated Posting End Date:** 2026-01-16 Base Pay Range: $62,500/yr - $87,500/yr Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans). _____________________________________________________________________________________________________ **Company Overview** Every worker deserves a secure retirement. For more than 100 years, TIAA has delivered it for millions of people. Founded to help educators retire with dignity, today weʼre a market-leading retirement company fueled by world-class asset management. But weʼre not just another legacy financial services firm. Weʼre fighting harder than ever before for our clients and the many Americans who need us. **Our Culture of Impact** At TIAA, we're on a mission to build on our 100+ year legacy of delivering for our clients while evolving to meet tomorrow's challenges. We equip our associates with future-focused skills and AI tools that enable us to advance our mission. Together, we are fighting to ensure a more secure financial future for all and for generations to come. We are guided by our values: Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One. They influence every decision we make and how we work together to serve our clients every day. We thrive in a collaborative in-office environment where teams work across organizational boundaries with shared purpose, accelerating innovation and delivering meaningful results. Our workplace brings together TIAA and Nuveen's entrepreneurial spirit, where we work hard and work together to create lasting impact. Here, every associate can grow through meaningful learning experiences and development pathways-because when our people succeed, our impact on clients' lives grows stronger. **Benefits and Total Rewards** The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That's why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being. To learn more about your benefits, please review our Benefits Summary (********************************************************* . **Equal Opportunity** We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status. Our full EEO & Non-Discrimination statement is on our careers home page (************************** , and you can read more about your rights and view government notices here (******************************************* . **Accessibility Support** TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities. If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team: Phone: ************** Email: accessibility.support@tiaa.org **Drug and Smoking Policy** TIAA maintains a drug-free and smoke/free workplace. **Privacy Notices** For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here (************************************************ . For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here (*************************************************** . For Applicants of TIAA Global Capabilities, click here (************************************************************************************ . For Applicants of Nuveen residing in Europe and APAC, please click here (************************************************* . TIAA started out over 100 years ago to help ensure teachers could retire with dignity. Today, many people who work at not-for-profits rely on our wide range of financial products and services to support and strengthen their financial well-being. **Privacy Notices** + For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here (************************************************ . + For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here (*************************************************** . + For Applicants of TIAA Global Capabilities, click here (************************************************************************************ . + For Applicants of Nuveen residing in Europe and APAC, please click here (************************************************* . **Nondiscrimination & Equal Opportunity Employment** TIAA is committed to providing equal opportunity across all employment practices and we believe our employees have a right to a diverse and inclusive workplace. EEO is the Law (https://assets.phenompeople.com/CareerConnectResources/TIAAGLOBAL/documents/22-088\_EEOC\_KnowYourRights-***********88.pdf) Pay Transparency Philadelphia Ban the Box (https://www.phila.gov/media/20**********47/Fair-Chance-Hiring-law-poster.pdf)

Guggenheim Securities ("Guggenheim"), the Investment Banking division of Guggenheim Partners, is seeking an Associate to join its Structured Products Origination ("SPO") team. Structured Products is a core focus area at Guggenheim, and the firm is a market leader in providing its clients with a broad range of financing solutions using securitization technology applied to a variety of traditional and non-traditional asset classes, including franchise royalties, IP rights, digital infrastructure, oil & gas assets, PACE assessments, venture debt, tax liens and others. Guggenheim ranks as the #1 underwriter of non-traditional asset-backed securities and has raised over $145 billion across 335+ transactions executed since 2014. Guggenheim and transactions we have led have routinely been selected for industry awards, including 2022 "Financial Deal of the Year" and 2020 "Financial Deal of the Year" by S&P Global Platts Global Energy Awards, 2022 "Esoteric ABS Deal of the Year" (Greenworks C-PACE 2021-1), 2021 "Esoteric ABS Bank of the Year", 2020 "Best Securitization Bank of the Year", 2019 "Most Innovative Securitization Bank of the Year", and 2018 "Esoteric ABS Bank of the Year", each by GlobalCapital. Our Associates play an integral role in evolving and enhancing our client relationships and are active participants in client management and throughout the life of each transaction. Our Associates benefit tremendously from the experience and partnership they have with our senior bankers and we pride ourselves on the dedication we give to cultivating and developing our junior and mid-level bankers. We have a long-term view and support our bankers as they develop their managerial, marketing, sales, analytical, presentation, and communication skills throughout their careers. Essential Job Functions * Work directly with the group's senior professionals in all aspects of SPO transactions across a variety of asset classes, with a particular focus on non-traditional, new and emerging asset classes and issuers * Perform portfolio and historical data analysis for various types of assets * Prepare marketing presentations, term sheets and rating agency materials * Develop securitization cash flow models for various types of assets and historical data analysis for various types of assets * Tie out cash flow models and collateral characteristics with accountants and other parties * Review and comment on transaction documentation * Conduct market research and industry review projects for new asset classes Preferred Qualifications * Current position as an Associate or completion of an Analyst program in a securitization or related group at a major financial institution * Experience with cash flow modeling of ABS, CLO or other types of securitized products required * Strong quantitative skills; Microsoft Excel modeling experience required, familiarity with VBA preferred * Familiarity with legal documents a plus * Detail-oriented, organized, with initiative and ability to multitask and work as part of a team * Excellent written and verbal communication skills * Resourcefulness, intellectual curiosity and enthusiasm Basic Qualifications * Requires a minimum of a Bachelor's degree * IB Analyst promotes to Associate or MBA hires with 1-2 years of relevant experience * Core modeling and valuation experience in professional setting * SIE Exam, Series 79 and Series 63 must be acquired within 150 days of employment Work Location * Currently, this role is expected to be in the New York office at least 4 days per week. Salary * Annual base salary between $175,000 and $225,000. * The base salary range represents the low and high end of the anticipated base salary range for this position. Actual base salaries may vary depending on factors such as location and experience. The range listed reflects base salary only, and the total compensation package may include other components such as incentive compensation. About Us: Guggenheim Securities is the investment banking and capital markets business of Guggenheim Partners, a global investment and advisory firm. Guggenheim Securities offers services that fall into four broad categories: Advisory, Financing, Sales and Trading, and Research. Guggenheim Securities is headquartered in New York, with additional offices in Chicago, Boston, Atlanta, San Francisco, and Houston. For more information, please visit GuggenheimSecurities.com, follow us on LinkedIn or contact us at ****************************************** or ************. Guggenheim Securities, LLC ("GS") does not accept unsolicited resumes or applications. GS considers any resume or application to be unsolicited if (a) received from an entity or individual without a current recruiting agreement with GS or (b) submitted to anyone at the firm other than through the process set forth in the recruiting agreement between GS and the submitting entity or individual, and GS will not pay a fee to any entity or individual for such submission.

Job Title: Associate Director, Sr. Systems Engineer Department: Information Technology (IT) - Infrastructure Reports To: VP, Head of Systems Engineering FLSA Code: Exempt Estimated Salary: $155,000 - $165,000 The ideal candidate will be part of the Infrastructure team responsible for the design, implementation, maintenance, and performance of all global systems, ensuring availability, security, and consistency for our Windows and Citrix environments. This position is "hands-on" generalist - requiring solid technical skills, as well as excellent interpersonal and communication skills. The role will be both operations and highly engineering focused, working with different technology teams to deliver core business initiatives. Cohen & Steers is committed to an inclusive culture, valuing diversity in support of our people and clients. Major Responsibilities/Activities: * Maintain operational excellence by keeping environment secure and up to date. * Responsible for project tasks throughout the life cycle of application implementation following best practices and architectural guidelines. * Provide support to back-office applications such as trading platforms, fund accounting systems, financial accounting systems. * Responsible for various network hardware/software, with a focus on Citrix and Windows environments, including both configuration design & implementation on customer-facing solutions. * Responsible for updating and maintaining all documentation requested by management and will be tasked with improving such documentation as required. * Provide trouble shooting and assisting help desk support group in resolving escalated issues. * Monitor and provide statistical reports on the health and operational status of all infrastructure systems; monitor system capacity utilization. * Aid in capacity planning and performance monitoring to ensure that Infrastructure systems are meeting the needs of the business. * Assist with various day to day management of server environment. Minimum Requirements: * Requires a minimum of 7 years of experience working within an IT infrastructure group, preferably with Financial experience in a trading environment. * Ability to work under pressure, managing multiple tasks with accuracy and to meet demanding deadlines, possessing strong ethics and the ability to maintain confidentiality. * Advanced experience in Citrix technologies - Delivery Controller, PVS, StoreFront, Netscaler / VPX configuration deployments. * Experience with Citrix Cloud a big plus. * Experience with Profile management tools such as FSLogix. * Able to implement and engineer solutions spread across on prem and cloud data centers. * Working knowledge of SCCM or similar platform used to keep systems up to date and package deployments. * Extensive experience planning, designing, deploying, and maintaining Windows Servers, including Microsoft applications, such as SQL, Exchange, and Active Directory. * Expertise in Active Directory - troubleshooting, setting up replication and new domains, creating and consolidating GPOs, ACLs. * Well-rounded knowledge of Office 365, Azure-AD and related Microsoft services. * Experience with managing and maintaining MS security services such as ATP and Intune a big plus. * Experience with vulnerability scan platforms and remediation, such as Rapid 7. * Understanding of infrastructure security and authentication processes. SAML, Kerberos, RADIUS & MFA. * Experience with privileged access management and privileged identity management. * Day to Day management of monitoring platform and tailoring advance alerting & reports. * Experience in PowerShell scripting and working with code repositories and CI/CD pipelines. * Root Cause analysis and troubleshooting experience is required. * Familiar with building and maintaining task scheduling platforms. * Must be willing to work weekends and evenings and be on call as required; the responsibilities are for a 7x24 IT operation. * Must maintain a sincere, polite, and respectful customer service attitude when working with the business. * Ability to support multiple globally dispersed locations. * Excellent communication, organization, and interpersonal skills. * 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 New York City office (4 days in-office/1 day remote). Beneficial Skills and Abilities * PowerShell and Azure DevOps toolset, CI/CD. * Working knowledge of monitoring & Syslog platforms, such as LogicMonitor and SumoLogic. * Knowledge in Cisco UCS, VMWare and SAN technologies (FC / iSCSI). * Supporting backup technologies such as Commvault and Rubrik. * Familiar with PagerDuty. * Certification a plus. * PKI / MS CA experience. Working Conditions * Location: New York, NY 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.

Job Title: Director, Project Manager Department: Information Technology Reports To: VP, Project Manager FLSA Code: Exempt Estimated Salary: $125,000 - $135,000 The Project Manager, Director is responsible for leading and coordinating IT projects across business units and third-party vendors. This role involves overseeing project planning, requirements gathering, execution, testing, and deployment to ensure successful delivery on time and within budget. The Project Manager serves as a key liaison between IT and business stakeholders, providing subject matter expertise and ensuring alignment with strategic objectives. Strong leadership, communication, and problem-solving skills are essential for success in this role. Cohen & Steers is committed to an inclusive culture, valuing diversity in support of our people and clients. Major Responsibilities/Activities: * Lead and manage IT projects by collaborating with business units, IT teams, and external vendors to define project scope, objectives, and deliverables. * Oversee and facilitate requirements gathering activities, including brainstorming sessions, interviews, focus groups, and workshops, ensuring clear documentation of business and technical needs. * Ensure project requirements align with business objectives and solution designs, providing detailed specifications for developers and stakeholders. * Prioritize and organize project requirements to focus efforts on critical business needs, using process modeling and solution function analysis. * Review and obtain approval from business stakeholders on documented requirements. * Evaluate IT solution designs to ensure they meet business requirements and project goals. * Develop and manage use cases and test scenarios, coordinating integration and user acceptance testing (UAT) with business users. * Capture and track meeting notes, ensuring action items are assigned and followed through to completion. * Maintain project timelines, monitor progress, and report on project status to senior management. * Utilize project management tools and document repositories for knowledge sharing and collaboration. * Update and create project status reports to ensure visibility on progress, risks, and key milestones. Key Skills: Technical Skills: * Project Management Methodologies: Agile, Waterfall, Scrum * Software Development Life Cycle (SDLC): Understanding of various stages and processes * Budget & Financial Management: Cost estimation, financial planning, and resource allocation * IT Systems & Software Knowledge: Experience with databases, security protocols, and application development * Tools & Technologies: Microsoft Office, DevOps, Smartsheet, and Visio * Risk Management: Identifying, assessing, and mitigating project risks Soft Skills: * Leadership & Team Management: Ability to lead cross-functional teams and manage stakeholders * Communication & Presentation: Clear and effective written and verbal communication skills * Problem-Solving & Analytical Thinking: Identifying issues and developing strategic solutions * Time Management & Multitasking: Handling multiple priorities effectively under tight deadlines * Negotiation & Conflict Resolution: Managing differing stakeholder expectations and project challenges Minimum Requirements: * 10+ years' experience in project management within the financial services industry, some experience in asset management is required. * Strong understanding of SDLC and business analysis methodologies. * Experience conducting cost/benefit analysis and developing business cases. * Proficiency in documentation techniques such as data flow diagrams, interviews, and walkthroughs. * Broad knowledge of IT systems, software development, databases, and security techniques. * Understanding of budget processes and financial management. * Exceptional problem-solving, organizational, and communication skills. * PMP, Scrum Master, or other relevant certifications are a plus. * 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 New York City office (4 days in-office/1 day remote) This role requires a proactive leader who can drive IT initiatives, facilitate cross-functional collaboration, and deliver high-impact solutions in a fast-paced environment. 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.

New York Client & Product Solutions Group Ref # 3646 Date published 07-Nov-2025 Private Credit Product Specialist - Private Wealth About Fortress Fortress Investment Group LLC is a leading, highly diversified global investment manager with approximately $54 billion of assets under management as of September 30, 2025. Founded in 1998, Fortress manages assets on behalf of approximately 2,000 institutional clients and private investors worldwide across a range of credit and real estate, private equity and permanent capital investment strategies. Investment performance is our cornerstone - we strive to generate strong risk adjusted returns for our investors over the long term. For additional information on Fortress, please visit ***************** About the position We are seeking a dynamic and technically proficient Private Credit Product Specialist to support the growth of our private wealth distribution platform. This individual will serve as a subject matter expert (SME) across private credit strategies, acting as a bridge between investment teams and private wealth client teams, partnering with Financial Advisors, RIAs, IBDs, and Private Banks. Key Responsibilities: * Product Expertise & Positioning * Develop deep fluency in private credit strategies including direct lending, real estate credit, net lease, asset-based finance, CLOs, and opportunistic credit. * Articulate investment philosophy, process, and performance to internal and external stakeholders. * Serve as the technical lead in client meetings, roadshows, and due diligence sessions. * Client Engagement & Capital Formation * Partner with sales and investor relations teams to support fundraising across private wealth channels. * Customize messaging and materials for advisors, UHNW clients, private banks, and wealth platforms. * Lead second-meeting engagements and serve as the go-to resource for product-specific inquiries. * Product Development & Structuring * Collaborate with investment, legal, and operations teams to participate in the design and launch of new vehicles (e.g., evergreen funds, drawdown funds, etc). * Ensure product structures are optimized for private wealth distribution (e.g., tender/interval funds, feeder structures, tax efficiency). * Marketing & Content Creation * Create and maintain product collateral including pitchbooks, fact sheets, DDQs, and RFPs. * Contribute to thought leadership and market commentary tailored to private wealth audiences. * Internal Collaboration * Act as a conduit between portfolio managers and distribution teams. * Participate in investment committee and deal pipeline meetings, as well as product strategy sessions. Qualifications: * 8-15 years of experience in private credit, preferably in a product specialist, investor relations, or portfolio management role. * Deep understanding of private credit markets and fund structures. * Demonstrated success supporting capital formation in private wealth channels. * Strong communication and presentation skills; ability to simplify complex investment concepts. * FINRA licenses (Series 7, 63, 24, or 66) preferred. * Bachelor's degree required; MBA or CFA a plus. Preferred Attributes: * Willingness to travel extensively to support client engagements, roadshows, and platform onboarding across key private wealth markets. * Entrepreneurial mindset with a collaborative approach. * Experience with onboarding products to private wealth platforms. * Familiarity with regulatory and operational nuances of private wealth distribution. * Ability to manage multiple stakeholders and deliver under tight timelines. The base salary range for this position is expected to be between $185,000 and $200,000. The base salary range proposed for this role has been set forth to comply with local law, but salary is only one element of the total compensation for this role. The base salary range suggested above does not include compensation elements such as bonuses, overtime and deferred cash (each of which are applicable in certain roles), benefits, perquisites, and company contributions to employee 401(k) accounts. Such other pay components often result in total compensation materially exceeding base salary for a particular role. Total compensation as well as base salary for a role depend in part upon individual performance, years of service, experience, geographic considerations, the performance and the needs of particular business units, company performance, and general market conditions. Maximum Salary 200,000 Minimum Salary 185,000

Guggenheim Investments is seeking a Municipal Credit Analyst. The Municipal Credit Analyst is responsible for maintaining market coverage, conducting security and portfolio-level analysis, and sourcing and reviewing investments. This position is collaborative and may be cross-functional across credit sectors and portfolio management in response to market conditions. The employee is responsible for intermediating, aggregating, and disseminating market information to credit sector teams, portfolio managers, and senior investment professionals. The employee will report to the Senior Municipal Credit Analyst/Sector Lead. The position can be located in Santa Monica, CA or New York City, full-time.Responsibilities Key Responsibilities: Lead evaluation of specialized and complex investments utilizing all available sources of information including governing documents, published research, financial reports, news, rating agency reports, and market information Analyze new issue and secondary market taxable and tax-exempt municipal credits to create reports, analyses, and recommendations Create and maintain analytical models and tools that enhance credit research (e.g. sector-wide credit metric comparable, macro stress testing) In-depth work on the legal characteristics of security structure, such as mutability of cash flow waterfalls, enforceability of tax levies, legality of issuance authorization, substitutability of indentures Monitor portfolio holdings and municipal sectors for credit changes and material news and events Formulate and manage sector investment thesis and strategy and communicate firm-wide, incorporating the firm's macro views Provide the team leader with ongoing information about market sentiment, liquidity, volatility, and other market information about the sector Prioritize investment activities considering Portfolio needs, desk resources, and market risk/value. Create and maintain desk tools that improve investment process and efficiency (e.g., secondary offerings, trade reports, bi-weekly meeting data, credit review log) Create and institutionalize credit research reporting, credit memo templates, and ESG analysis framework Author the municipal sector team's Quarterly Outlook thought leadership piece Ensure adherence with firm policies and procedures with respect to investment underwriting, compliance, trading Direct surveillance, research, and project activities in conjunction with the Team Leader Develop project scope and set priorities for technology and research initiatives Assist in the creation and maintenance of marketing materials Qualifications Preferred Qualifications Advanced degree (MFE, MBA) or equivalent educational background are desirable 10+ years of experience on the buy side Strong credit, finance, economic, business, and technical skills Ability to multi-task across analytical, administrative, and research activities in a detail oriented and timely manner Team oriented individual with ability to work independently and work well with diverse groups in a market-paced environment Basic Qualifications BA/BS in a quantitative discipline to include finance, business, economics or accounting Minimum 6-9 years of experience in credit research and analysis (buy side) CFA or progress toward CFA is required Experience with industry standard tools and data products such as Bloomberg, BRS, Ipreo, TM3. Strong credit, finance, economic, business, and technical skills Advanced Excel skills are required. SQL, Python skills are desirable Strong written and verbal communication skills Strong commitment to performance and accuracy of work product Salary Range Annual base salary between $160,000.00-$175,000.00 The base salary range represents the low and high end of the anticipated base salary range for this position. Actual base salaries may vary depending on factors such as location and experience. The range listed reflects base salary only, and the total compensation package may include other components such as incentive compensation.

Job Title: Director, Sales Enablement Platforms Department: Investment Administration Reports To: Senior Vice President, Head of Sales Enablement FLSA Code: Exempt Estimated Salary: $170,000 - $185,000 The Director, Sales Enablement Platforms will be responsible for leading the development & management of a distribution innovation stack, including the administration of Salesforce CRM and other emerging technologies. Reporting to the Head of Sales Enablement, this role will develop & maintain a strategic roadmap for the CRM and other platforms; monitor system usage; identify opportunities for overall improvement; provide training and education on best practices; and build platform-related reporting and analytics. Day-to-day, you will collaborate cross-functionally with our Sales, Relationship Management, Technology, Marketing, and Finance teams to gather business & technical requirements; design and build process enhancements; and manage project plans for system enhancements. Cohen & Steers is committed to an inclusive culture, valuing diversity in support of our people and clients. Major Responsibilities/Activities: * Coordinate with cross-functional teams to gather CRM-related requirements, and design, implement, test & communicate solutions. * Define user stories, features and epics for development and deployment, as well as project plans, timelines, and status reports to keep stakeholders informed. * Demonstrate strong technical understanding and the ability to translate technical issues across different business units into requirements. * Manage sprint planning and backlog prioritization. * Create and maintain ongoing internal documentation of Salesforce processes and system configurations as business processes evolve and features are added. * Provide end-user support and assist users with best practices to improve and increase their knowledge of Salesforce. * Provide training and user support across the Sales Enablement ecosystem. * Foster CRM data quality through validation rules, monitoring KPI dashboards, and ad hoc bulk data processing. Minimum Requirements: * 7+ years B2B Salesforce administration. Asset management industry preferred. * Ability to articulate concepts and work with business partners to co-develop and lead CRM deliverables. * Ability to thoughtfully plan and organize for on-time delivery of multiple projects at the same time. * Salesforce Certified Administrator certification, as well as other Salesforce certifications such as Platform Developer and Business Analyst preferred. * Experience integrating Marketing Automation tools such as Pardot, Marketo or Hubspot. * Knowledge and familiarity with industry software and tools for Sales and Marketing such as Tableau, Agentic AI, Seismic, LinkedIn Sales Navigator, Dialpad, RFP.IO or Allego. * Excellent interpersonal and communication skills. * 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 New York City office (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.

Job Title: Senior Associate, Portfolio Compliance Department: Legal & Compliance Reports To: SVP, Head of Portfolio Compliance FLSA Code: Non-Exempt Estimated Salary: $100,000 - $110,000 This role provides an opportunity to liaise directly with back office and infrastructure, the trading desk and front office. This is a dynamic position with room to grow in a field with technical, regulatory reporting and forensic testing opportunities. Responsible for monitoring current holdings and daily trading activity against client guidelines, restrictions, internal policies/procedures, and relevant regulatory requirements for our proprietary mutual funds and registered investment advisers. Cohen & Steers is committed to an inclusive culture, valuing diversity in support of our people and clients. Major Responsibilities/Activities: * Evaluate and resolve post-trade compliance alerts in coordination with a variety of teams including the trading desk and back-office departments * Review all daily compliance and trading reports, coordinating with various Departments for identification and resolution * Work with Relationship Management, Compliance, Legal, Portfolio Management and Information Technology to respond to client requests for reporting * Identify ways of creating efficiencies/improving processes in the portfolio compliance program applying best practices in coordination with the firm's technology team * Create and manage changes related to the Firm's and client instituted restricted lists (securities, issuers, brokers etc.) * Review historical activity to accurately prepare client certifications * Review, prepare, and submit foreign ownership disclosure filings, foreign takeover panels and shareholder disclosure requests * Monitor any manual rules of client account restrictions, based on the frequency determined by the control's risk assessment * Manage and keep all team documents (including policies, procedural documents, checklists and agendas) current and up to date * Perform various reconciliation projects ensuring different systems are in sync * Monitor the Teams inbox to ensure all relevant requests are fulfilled in a timely manner * Undertake special compliance-related projects as assigned Minimum Requirements: * Bachelor's degree with a minimum of 1-3 years of relevant experience, primarily in an asset management organization * Solid working knowledge and understanding of capital markets; experience with fixed income, equity and derivative instruments highly desirable * Knowledge of the Investment Advisers Act of 1940, the Investment Company Act of 1940, the Securities Exchange Act of 1934, CFTC, NFA, FINRA and other regulatory requirements and/or experience with foreign regulations highly desirable * A self-starter who takes initiative and works independently with a team focused mindset. * Strong analytical and time management skills with excellent attention to detail and the ability to exercise good judgment * Excellent verbal and written communication skills * Excellent organizational skills and the ability to prioritize multiple requests from a variety of sources to meet deadlines in a fast-paced, dynamic environment * Proficiency in Bloomberg and other major software applications * SIE & Series 7 preferred or willingness to obtain * 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 New York City office (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.

Job Title: Associate Director, RFP Writer Department: Global Marketing Reports To: Director, Product Information FLSA Code: Exempt Estimated Salary: $125,000 - $135,000 The Product Information team, which sits within the Global Marketing Department, is seeking an Associate Director to join its collaborative and efficient team. Based in the firm's New York, NY headquarters, the team acts as a central source of information and contributes to Cohen & Steers' global business development and client retention efforts. The team is primarily responsible for consistently messaging and positioning the firm's strategies through information requests, such as RFPs and RFIs, developing content to complement the firm's growing distribution efforts, and contributing to product strategy and development initiatives for all distribution channels. Cohen & Steers is committed to an inclusive culture, valuing diversity in support of our people and clients. Major Responsibilities/Activities: * Complete Requests for Proposals (RFPs), Requests for Information (RFIs) and Due Diligence Questionnaires (DDQs) across all channels and markets * Ensure consistency in messaging and branding across all RFP submissions * Collaborate with cross-functional teams to gather data and information needed for RFP responses * Review and edit RFP responses from other team members * Ensure consistency in messaging and branding across all RFP submissions * Maintain a database of RFP content and responses for future use * Develop Product Information collateral and content for use across distribution efforts * Support the update and maintenance of consultant and third-party databases * Respond to consultant, client, and prospect ad hoc requests * Contribute to the development of RFP best practices and templates Minimum Requirements: * Ideal candidate will have 4 - 7 years of experience in a related position with relevant experience completing RFPs/RFIs or similar requests * Strong understanding of asset management products and services * Excellent writing skills and high quantitative aptitude * Effectively manages multiple projects and deadlines * Skilled communicator; builds and maintains strong relationships with teams across the firm * Detail-oriented and meticulously organized * Team player: independent and resourceful with a desire to learn * Proficiency in MS Office Suite and RFP management software (e.g., RFPIO) * Bachelor's degree in a related field (e.g., finance, business, communications) * 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 New York City office (4 days in-office/1 day remote) Beneficial Skills: * Knowledge of the asset management industry, including mutual fund and separate account vehicles, the institutional and retail investor base, as well as the broker/dealer, investment advisor and consultant communities * Working knowledge of Morningstar Direct, Bloomberg, FactSet and advanced Excel a plus * Series 6 or 7 and Series 63 licenses and other professional certifications (e.g., CFA) a plus 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.

Guggenheim Securities * Guggenheim Securities ("GS") is seeking an experienced Senior Analyst or Junior Associate to join its Infrastructure Investment Banking group in New York. Our Associates play an integral role in evolving and enhancing our client relationships and are active participants throughout the life of a transaction and beyond. Our Associates benefit tremendously from the experience and partnership they have with our Senior Managing Directors, Managing Directors, Vice Presidents, and Analysts. We pride ourselves on the dedication we give to our Associates development, which in turn helps assist in supporting and cultivating our growing team of Analysts. We work to constantly assist in developing our Associates marketing, sales, analytical, and communication skills. We aspire to continuously refresh and cultivate a culture of Innovation, Diversity, and Inclusion. In a client services business like ours, our team members are the product, the service, and the offering. We will provide best-in-class Investment Banking training-formal and hands-on-as you continue to develop your professional toolkit: M&A process management, business acumen, financial analysis, data analysis, soft-selling and presentation skills, professional communication (verbal, written and virtual), negotiations, and more. We believe Associate development is critical to our strategy, and this role is seen as a career-track position. Essential Job Functions * Lead day-to-day project management and oversee execution on a range of advisory and financing transactions * Develop and oversee financial and accounting analyses and help identify, research, and analyze M&A and financing opportunities * Analyze and manage the analysis of market trends, competitive landscapes, and publicly traded company financials to identify potential client solutions and new market opportunities * Develop and monitor the development of complex financial models for a broad range of corporate finance alternatives * Perform financial and valuation analysis using both industry standard and proprietary models * Analyze and supervise the analysis of current and past accounting and financial records to advise management through financial projections preparation * Integrate strategy ideas derived from various analyses, forecasts, business plans, and research into presentations for various stakeholders * Conduct due diligence investigations of client companies to ascertain the soundness of their business model and forecasts * Transaction evaluation, preparation, due diligence, and execution of transactions; and managing the preparation of marketing materials including teasers, information memoranda, and other transaction-related documentation * Help lead deal pitches including idea generation * Act as the financial and strategic advisor for clients of core accounts in conjunction with senior coverage officers * Build and develop relationships with clients through ongoing engagement and demonstration of financial and industry knowledge * Generate potential ideas and new business opportunities to clients to help solve problems Preferred Qualifications * Significant level of maturity and the ability to work as a team interfacing with top company executives and senior management * Highly organized, with the initiative and ability to work with limited supervision * Excellent analytical skills and attention to detail * Strong written and oral communication skills * Effective process management abilities * Sell-side advisory experience is a plus Basic Qualifications * Requires a minimum of a Bachelor's degree * IB Analyst promotes to Associate or MBA hires with 1-2 years of relevant experience * Core modeling and valuation experience in professional setting * SIE Exam, Series 79 and Series 63 must be acquired within 150 days of employment Work Location * Currently, this role is expected to be in the New York office at least 4 days per week. Salary * Annual base salary between $125,000 and $200,000. The base salary range represents the low and high end of the anticipated base salary range for this position. Actual base salaries may vary depending on factors such as location and experience. The range listed reflects base salary only, and the total compensation package may include other components such as incentive compensation. About Us: Guggenheim Securities is the investment banking and capital markets business of Guggenheim Partners, a global investment and advisory firm. Guggenheim Securities offers services that fall into four broad categories: Advisory, Financing, Sales and Trading, and Research. Guggenheim Securities is headquartered in New York, with additional offices in Chicago, Boston, Atlanta, San Francisco, and Houston. For more information, please visit GuggenheimSecurities.com, follow us on LinkedIn or contact us at ****************************************** or ************. Guggenheim Securities, LLC ("GS") does not accept unsolicited resumes or applications. GS considers any resume or application to be unsolicited if (a) received from an entity or individual without a current recruiting agreement with GS or (b) submitted to anyone at the firm other than through the process set forth in the recruiting agreement between GS and the submitting entity or individual, and GS will not pay a fee to any entity or individual for such submission.

New York Client & Product Solutions Group Ref # 3645 Date published 07-Nov-2025 Fortress Private Wealth Solutions Channel Marketing Manager Department: Private Wealth Solutions About Fortress Fortress Investment Group LLC is a leading, highly diversified global investment manager with approximately $54 billion of assets under management as of September 30, 2025. Founded in 1998, Fortress manages assets on behalf of approximately 2,000 institutional clients and private investors worldwide across a range of credit and real estate, private equity and permanent capital investment strategies. Investment performance is our cornerstone - we strive to generate strong risk adjusted returns for our investors over the long term. For additional information on Fortress, please visit ***************** About the Position We are seeking a strategic and execution-focused Channel Marketing Manager to lead marketing initiatives across key distribution channels for our Private Wealth Solutions business. This role will be responsible for developing and executing integrated marketing strategies that drive engagement, education, and adoption of alternative investment solutions among financial advisors at Wirehouses, Private Banks, IBDs, RIAs, and other private wealth channels. Key Responsibilities: * Channel Strategy Development: Design and implement targeted marketing strategies for distinct private wealth channels, including wirehouses, independent broker-dealers, RIAs, and private banks. * Campaign Execution: Lead the development and execution of multi-channel campaigns (email, webinars, events, digital, print) to promote alternative investment offerings and thought leadership. * Sales Enablement: Partner with distribution and product teams to create compelling sales tools, presentations, and educational content tailored to channel-specific needs. * Content Development: Collaborate with internal and external stakeholders to produce high-impact marketing materials, including pitch decks, brochures, videos, and white papers. * Event Marketing: Support planning and promotion of advisor-focused events, roadshows, and conferences to enhance brand visibility and deepen relationships. * Analytics & Optimization: Track and analyze campaign performance across channels; use insights to optimize future initiatives and improve ROI. * Compliance Collaboration: Work closely with legal and compliance teams to ensure all marketing materials meet regulatory standards. Qualifications: * Bachelor's degree in Marketing, Finance, Business, or related field; MBA or CFA a plus * 10+ years of experience in channel marketing, preferably within financial services or asset management * Deep understanding of private wealth distribution channels and alternative investments (private equity, private credit, real assets, hedge funds) * Proven ability to manage complex projects and cross-functional teams * Strong writing, communication, and presentation skills * Experience with CRM and marketing automation platforms (e.g., Saleforce) * Highly organized, detail-oriented, and results-driven The base salary range for this position is expected to be between $185,000 and $185,000. The base salary range proposed for this role has been set forth to comply with local law, but salary is only one element of the total compensation for this role. The base salary range suggested above does not include compensation elements such as bonuses, overtime and deferred cash (each of which are applicable in certain roles), benefits, perquisites, and company contributions to employee 401(k) accounts. Such other pay components often result in total compensation materially exceeding base salary for a particular role. Total compensation as well as base salary for a role depend in part upon individual performance, years of service, experience, geographic considerations, the performance and the needs of particular business units, company performance, and general market conditions. Maximum Salary 185,000 Minimum Salary 185,000

Lazard is one of the world's preeminent financial advisory and asset management firms. Our people and culture make the difference. While global in presence and reach, ours is a close, collaborative community of just over 3,000 professionals. Lazard is a place of continuous knowledge sharing, skill development and relationship building, where professionals grow and succeed together. Our entrepreneurial culture, flat structure and embrace of individual differences, allow creative ideas, original concepts, and unique perspectives to drive our business forward - and for careers to take flight. Through our financial advisory business, Lazard advises clients around the world on strategic and financial matters including mergers and acquisitions, restructurings, capital structure and capital raising. Our client relationships are built on trust and discretion. As the world's largest advisory-focused firm, we have exceptional depth of expertise across industry sectors and geographies. We value the rich diversity that comes from blending local perspective with our global network. Lazard is a global leader in raising capital, executing secondary transactions, and providing capital solutions for private investment funds. The team is comprised of over 100 professionals across two core markets: primary fundraising and secondary advisory. Private Capital Advisory ("PCA") clients include a broad of range of leading private equity, private credit, real asset, and infrastructure investors who pursue investment opportunities within these alternative investment spaces. Lazard PCA is a recognized leader in these markets and one of the longest tenured firms operating in the space. Members of our PCA team have been involved in over 500 private capital-raising assignments since 2003. Our group has built one of the broadest institutional investor coverage networks in the industry and has cultivated relationships with over 1,500 investing institutions globally, in addition to advising on many of the largest and most innovative transactions in the secondary markets. The Lazard PCA Group has three lines of business: * Secondary Advisory: * Dedicated global team of secondary transaction experts advising predominately on GP-led transactions (single / multi-asset continuation fund, strip sale, tender offer, etc.) and LP-led secondary transactions (sale processes of existing fund positions on behalf of institutional investors) * Experienced advisor on the sale or spin-out of management companies, as well as the leading advisor in the financial sponsor liquidity solution market today * Lazard PCA has advised many of the leading financial sponsors in the world and created many of the structures that are now commonplace in the secondary market * Private Equity and Credit Fund Placement: * Advises private equity and credit firms on raising capital across fund types and structures * Decades of experience and a global network of relationships with relevant sources of capital * Successful capital raising track record with special expertise in complex transactions across a variety of strategies and sectors * Real Asset Fund Placement: * Advises real estate and real asset general partners and fund sponsors seeking to raise capital * Experienced in working with both equity- and debt-focused managers across a range of investment vehicles, including closed- and open-end funds, private REITs, and programmatic joint ventures * Advise on complex assignments involving real estate and real assets fund restructurings Summer Analysts in Lazard's Private Capital Advisory Group will work in one of three separate lines of business within PCA: 1) Secondary Advisory, 2) Private Equity and Credit Fund Placement, or 3) Real Asset Fund Placement. As part of the Secondary Advisory business line, Summer Analysts will work in tandem with Analysts and Associates during the preparation of a transaction (i.e., drafting marketing materials such as a Confidential Information Memorandum, building a(n) Portfolio / Asset Projection Model(s), preparing the Virtual Data Room, etc.) and during the marketing and due diligence phases of the transaction (i.e., tracking investor outreach, facilitating and answering due diligence questions from potential buyers, participating in update calls with the client, etc.). Summer Analysts will also be required to prepare a pitch presentation during the internship, leveraging projection models, asset-level materials, and GP information from a prior PCA deal. Across the Private Equity and Credit Fund Placement and Real Asset business lines, Summer Analysts will work with Analysts and Associates during the preparation of a fundraise (i.e., refreshing / drafting fund documentation and marketing materials, preparing the Virtual Data Room, aggregating prospective investor targets, etc.) and during the live fundraise (i.e., tracking investor outreach, facilitating investors' due diligence processes, participating in update calls with the client and prospective investors, etc.). Summer Analysts will also be required to prepare a presentation during the internship, assessing a potential fund investment opportunity. Summer Analysts are expected to spend 9 weeks at the Firm. You'll need to have: * Current enrollment at a U.S. university and obtaining a Bachelor's degree with an expected graduation date in December 2027 or May/June 2028 * Top academic performance * Motivation, creativity, maturity, and poise * Strong quantitative background * Strong analytical skills * Excellent oral and written communication skills * Strong attention to detail * Ability to multi-task What we offer You will begin your internship by participating in a week-long comprehensive training program in New York. Throughout the program, you will receive formal mentorship, exposure to our Leadership Team, and participate in various social and networking events with bankers across the Firm. We strive to enhance the total health and well-being of our employees through comprehensive, competitive benefits. Our goal is to offer a highly individualized employee experience that enables you to balance your commitments to career, family, and community. When you work for Lazard, you are working for an organization that cares about your unique talents and passions, and will continue to invest in the development of your career. We expect the base salary for this role to be approximately $120,000 USD. Various factors contribute to determining the actual base compensation offered, including but not limited to the applicant's years of relevant experience, career tenure, qualifications, level of education attained, certifications or other professional licenses held, relevant skills for the role, and if applicable, the location in which the applicant lives and/or from which they will be performing the job. Does this sound like you? Apply! We'll get in touch on the next steps. Representation at Lazard Lazard is an intellectual capital business committed to delivering the best advice and solutions to clients. To achieve these objectives, we focus on attracting, developing and retaining the best talent. We believe that a workforce comprised of people who represent a wide array of backgrounds, experiences and perspectives creates a rich variety of thought that empowers us to challenge conventional wisdom, solve problems creatively and make better decisions. Lazard was built on the premise that a multicultural firm can best serve a global clientele. As a global firm that has grown organically from local roots in different countries, we have a deep tradition of respecting and appreciating individual differences. Doing so has been core to our success for over 175 years. We are committed to sustaining an environment where every colleague is supported in their professional pursuits, can maximize their individual potential and contribute to our collective success.

Lazard is one of the world's preeminent financial advisory and asset management firms. Our people and culture make the difference. While global in presence and reach, ours is a close, collaborative community of just over 3,000 professionals. Lazard is a place of continuous knowledge sharing, skill development and relationship building, where professionals grow and succeed together. Our entrepreneurial culture, flat structure and embrace of individual differences, allow creative ideas, original concepts, and unique perspectives to drive our business forward - and for careers to take flight. Through our financial advisory business, Lazard advises clients around the world on strategic and financial matters including mergers and acquisitions, restructurings, capital structure and capital raising. Our client relationships are built on trust and discretion. As the world's largest advisory-focused firm, we have exceptional depth of expertise across industry sectors and geographies. We value the rich diversity that comes from blending local perspective with our global network. Strategic Capital Solutions The individual groups that make up a global Strategic Capital Solutions effort advise companies, financial sponsors, and asset managers on complex capital-raising, debt, and structured equity needs, acting as a key bridge between traditional public company work and the private capital markets by leveraging Lazard's deep industry expertise and global network both to advise on and execute tailored financing solutions. Lazard's objective is to create market-agnostic solutions for our clients: one "team" across over a half dozen different groups advising all of Lazard's clients on the best market and optimal product for their situation and, when appropriate, executing on the company's behalf. Corporate Finance Advisory The Corporate Finance Advisory team supports and advises Lazard's corporate and sponsor clients in capital structure optimization and capital raising efforts in across a broad range of topics, including M&A, corporate separations and optimizations, refinancing, and other advisory projects and assignments that intersect with the capital markets. The Corporate Finance Advisory team advises across the full spectrum of corporate capital structures maintaining exposure to both public and private capital markets, while collaborating with all sector banking teams and clients across sectors to connect the capital markets to Lazard's clients. Capital Solutions The Capital Solutions team supports Lazard's corporate and sponsor clients in executing capital raising efforts including private market debt syndication and public market debt financing execution in the context of M&A, refinancings, liability management, and new capital raises. Capital Solutions works with both public and private companies to evaluate capital alternatives, run targeted or broad private financing processes, and execute transactions that align with strategic, balance‑sheet, and / or liquidity objectives. As a Summer Analyst on the Strategic Capital Solutions team, you will have the opportunity to work across both Corporate Finance Advisory and Capital Solutions throughout your internship. As a full‑time Analyst, you will be aligned with either Corporate Finance Advisory or Capital Solutions as your primary focus, while still benefitting from cross‑staffing opportunities across both areas. Beyond specific Corporate Finance Advisory and Capital Solutions assignments, summer analysts will have the opportunity to work closely with groups across the firm, gaining exposure to a wide range of industries and transaction types, including: high profile and cross-border M&A and divestiture transactions, activism and takeover defense, special committee assignments, restructuring assignments, financing and refinancing transactions and advice on capital structures. Lazard offers an unparalleled opportunity for all bankers to work as part of small deal teams on important strategic assignments, providing meaningful exposure to senior bankers and client representatives. You'll need to have: * Current enrollment at a US university and obtaining a Bachelor's degree with an expected graduation date in December 2027 or May/June 2028 * Top academic performance * Strong quantitative background * Strong analytical skills * Excellent oral and written communication skills * Strong attention to detail * Ability to multi-task What we offer You will begin your internship by participating in a week-long comprehensive training program in New York. Throughout the program, you will receive formal mentorship, exposure to our Leadership Team, and participate in various social and networking events with bankers across the Firm. We strive to enhance the total health and well-being of our employees through comprehensive, competitive benefits. Our goal is to offer a highly individualized employee experience that enables you to balance your commitments to career, family, and community. When you work for Lazard, you are working for an organization that cares about your unique talents and passions, and will continue to invest in the development of your career. We expect the base salary for this role to be approximately $120,000 USD. Various factors contribute to determining the actual base compensation offered, including but not limited to the applicant's years of relevant experience, career tenure, qualifications, level of education attained, certifications or other professional licenses held, relevant skills for the role, and if applicable, the location in which the applicant lives and/or from which they will be performing the job. Does this sound like you? Apply! We'll get in touch on the next steps. Representation at Lazard Lazard is an intellectual capital business committed to delivering the best advice and solutions to clients. To achieve these objectives, we focus on attracting, developing and retaining the best talent. We believe that a workforce comprised of people who represent a wide array of backgrounds, experiences and perspectives creates a rich variety of thought that empowers us to challenge conventional wisdom, solve problems creatively and make better decisions. Lazard was built on the premise that a multicultural firm can best serve a global clientele. As a global firm that has grown organically from local roots in different countries, we have a deep tradition of respecting and appreciating individual differences. Doing so has been core to our success for over 175 years. We are committed to sustaining an environment where every colleague is supported in their professional pursuits, can maximize their individual potential and contribute to our collective success.

Job Title: Senior Associate, Wealth Management Department: Wealth Management (Internal Sales) Reports To: Vice President, Manager, Internal Sales FLSA Code: Exempt Estimated Salary: $80,000 - $84,000 Provides service to financial advisors in the wirehouse, regional broker-deal, IDB, RIA, bank trust and multifamily office channels throughout the country working in partnership with Regional Consultants to maintain and cultivate relationships. Primary responsibilities are providing support to Regional Consultants in the development of new business, maintenance of existing relationships, responding to requests and resolving account issues and inquiries from financial advisors regarding mutual funds, separately managed accounts, Closed End Funds, private vehicles, and CITs. Cohen & Steers is committed to an inclusive culture, valuing diversity in support of our people and clients. Major Responsibilities/Activities: * Grows sales and activity within assigned territory by contacting financial advisors regularly and managing the sales process. * Supports Regional Consultants in developing new business and servicing existing relationships. Follows up with financial consultants who establish new business and continually educates them on current products and upcoming new products. * Maintain and record all activities into within CRM, Salesforce. * Utilize data and technology to identify specific markets, firms and financial advisors to increase penetration and overall market share. * Ability to converse knowledgeably with financial advisors and other key personnel about investment solutions and current economic and market conditions. * Provides superior service and support to financial advisors by responding to requests and resolving account issues. * Respond to daily telephone inquiries on performance and position of funds and managed accounts. * Cultivates and maintains relationships with select group of focus advisors "Silver Segment Advisors". Builds relationships with these advisors who are often located in areas of the country that are less traveled to by the Regional Consultants. Minimum Requirements: * Proven track record of consistently exceeding annual territory sales goals and ranking in top quartile of annual territory sales rankings. * Proven track record of developing deep relationships with clients and Silver Segment Advisors to raise assets. * Experience selling or marketing investment products required * 2-3 years of similar experience. * Consistently exceeds the goal set for quality contacts. * Shows consistent sales leadership in new products as they are launched and maintains a diversified business mix. * Mastery of investment products and research. * Proficiency in aligning investment solutions with partner firm's research. * Bachelor's degree (MBA a plus). * Series 7 or Series 6 license required; series 63 preferred (if not, obtain within three months). * Experience within Financial Services. * 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 New York City office (4 days in-office/1 day remote). Beneficial Skills and Abilities: * Demonstrated excellence in customer service and client support, generally via telephone. * Strong prioritization skills with the ability to plan and take initiative. * Problem solving abilities; includes the appropriate people in the decision-making process. * Excellent communication skills with the ability to work effectively with colleagues, financial advisors, and clients in writing and speaking. * Strong interpersonal skills with the ability to build relationships easily. * Detail oriented, meets deadlines and executes responsibilities with minimal errors. * Proficient in Microsoft Office. Knowledge of Salesforce, data and analytics a plus. * Treats others with respect and consideration. * Must be able and willing to work in a team-oriented environment. Working Conditions: * Majority of time is spent in NYC Office - Hours of Operation 8:30am - 5:30pm. * Some travel is required. 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.

Lazard is one of the world's preeminent financial advisory and asset management firms. Our people and culture make the difference. While global in presence and reach, ours is a close, collaborative community of just over 3,000 professionals. Lazard is a place of continuous knowledge sharing, skill development and relationship building, where professionals grow and succeed together. Our entrepreneurial culture, flat structure and embrace of individual differences, allow creative ideas, original concepts, and unique perspectives to drive our business forward - and for careers to take flight. Through our financial advisory business, Lazard advises clients around the world on strategic and financial matters including mergers and acquisitions, restructurings, capital structure and capital raising. Our client relationships are built on trust and discretion. As the world's largest advisory-focused firm, we have exceptional depth of expertise across industry sectors and geographies. We value the rich diversity that comes from blending local perspective with our global network. As a Summer Analyst on the Shareholder Advisory and Activism Defense Team, you will work in small teams advising public companies on a broad range of topics including shareholder activism and takeover defense, matters regarding public equity markets and understanding investing patterns of institutional investors. You will work closely with sector banking teams in reviewing and evaluating corporate strategy, M&A dynamics and corporate financial policies, all through a shareholder lens. We'll trust you to: * Develop client presentations on shareholder activism defense strategies and tactics * Support strategic M&A with shareholder analytics and shareholder engagement advice * Analyze Shareholder, Activism, and Equity Markets databases * Evaluate trends in equity ownership and shareholder activism * Participate in internal marketing initiatives and contribute to thought leadership efforts * Leverage developing AI technology to facilitate analysis * Take a leadership role in publishing topical memos for internal and external client use You'll need to have: * Current enrollment at a US university and obtaining a Bachelor's degree with an expected graduation date in December 2027 or May/June 2028 * Top academic performance * Motivation, creativity, maturity, and poise * Strong quantitative background * Strong analytical skills * Excellent oral and written communication skills * Strong attention to detail * Demonstrated ability to multi-task * Evidence of exemplary work ethic * Desire to work and learn in a demanding environment of capital markets generalists What we offer You will begin your internship by participating in a week-long comprehensive training program in New York. Throughout the program, you will receive formal mentorship, exposure to our Leadership Team, and participate in various social and networking events with bankers across the Firm. We strive to enhance the total health and well-being of our employees through comprehensive, competitive benefits. Our goal is to offer a highly individualized employee experience that enables you to balance your commitments to career, family, and community. When you work for Lazard, you are working for an organization that cares about your unique talents and passions, and will continue to invest in the development of your career. We expect the base salary for this role to be approximately $120,000 USD. Various factors contribute to determining the actual base compensation offered, including but not limited to the applicant's years of relevant experience, career tenure, qualifications, level of education attained, certifications or other professional licenses held, relevant skills for the role, and if applicable, the location in which the applicant lives and/or from which they will be performing the job. Does this sound like you? Apply! We'll get in touch on the next steps. Representation at Lazard Lazard is an intellectual capital business committed to delivering the best advice and solutions to clients. To achieve these objectives, we focus on attracting, developing and retaining the best talent. We believe that a workforce comprised of people who represent a wide array of backgrounds, experiences and perspectives creates a rich variety of thought that empowers us to challenge conventional wisdom, solve problems creatively and make better decisions. Lazard was built on the premise that a multicultural firm can best serve a global clientele. As a global firm that has grown organically from local roots in different countries, we have a deep tradition of respecting and appreciating individual differences. Doing so has been core to our success for over 175 years. We are committed to sustaining an environment where every colleague is supported in their professional pursuits, can maximize their individual potential and contribute to our collective success.

Our internship program is a 10-week program designed for students interested in pursuing a career in investment banking and are looking to determine whether investment banking is right for them and get exposure to a variety of investment banking products and sectors. The program includes formal training, mentoring programs, networking and social events, community service events and a strategic advisory project that provide our interns with a unique experience and invaluable look into our culture and the investment banking business. Interns become important members of our deal teams and work as a junior analyst on a variety of interesting strategic advisory and financing-related transactions and assignments. You will have meaningful exposure to senior bankers and client representatives as well as the ability to create meaningful relationships with junior bankers. Candidates should be top performers who are willing to work hard in an unstructured environment where initiative, creativity, maturity and enthusiasm for learning are highly valued. We are seeking bright, highly motivated individuals with solid finance knowledge coupled with strong technical skills that are looking to jump-start their career through hands-on training and experience at a growing firm. The investment banking unit will source most of its full-time analyst class from the internship program. Essential Job Functions * Support deal teams in developing, maintaining and using financial models * Perform financial and valuation analysis such as discounted cash flow analysis, multiple valuation analysis * Perform company and industry research and gain in-depth understanding of sector trends, client challenges and strategies in order to develop innovative and creative solutions for our clients * Prepare client presentations and interacting with senior bankers, clients, lawyers and accountants * Develop an in depth understanding of investment banking product and services: Debt, Equity, Mergers and Acquisitions and Restructuring Preferred Qualifications * Excellent analytical skills and attention to detail. * Strong interest for problem solving and client service * Resourcefulness, intellectual curiosity, enthusiasm and a genuine interest in finance * Significant level of maturity and the ability to work under pressure as a part of a small team with top company executives and senior management * Highly organized, with the initiative and ability to multitask and work with limited supervision as a member of a team * Strong written and oral communication skills * Working knowledge of MS Excel, MS Powerpoint and MS Word. Familiarity with Thomson/Factset and Bloomberg * Prior experience as an investment banking, private equity or corporate finance intern is a plus * Core modeling and valuation experience is a plus Basic Qualifications * Must be on track to receive a Bachelors, Masters or equivalent degree in December 2027 or Spring 2028 Salary Details * A salary based on an annual rate of $110,000 per year * The base salary amount represents the anticipated salary for this position. Actual base salaries may vary depending on factors such as location and experience. The salary listed reflects base salary only, and the total compensation package may include other components such as incentive compensation. About Us: Guggenheim Securities is the investment banking and capital markets business of Guggenheim Partners, a global investment and advisory firm. Guggenheim Securities offers services that fall into four broad categories: Advisory, Financing, Sales and Trading, and Research. Guggenheim Securities is headquartered in New York, with additional offices in Chicago, Boston, Atlanta, San Francisco, and Houston. For more information, please visit GuggenheimSecurities.com, follow us on LinkedIn or contact us at ******************************************* or ************.