Cohen & Company’s national Investment Industry Services Group provides assurance, tax and consulting services to public and private funds, investment advisers, fund service providers, high-net-worth individuals, trusts and foundations. And with our recent acquisition of BBD’s Investment Management Group in Philadelphia, we have 300 industry dedicated professionals across the U.S.
In addition to our tax team that provides unmatched expertise in the industry, we are the:
- 4th largest registered funds auditor (Audit Analytics, March 2023)
- 2nd largest auditor of ETFs (Audit Analytics, March 2023)
- 12th largest auditor of hedge funds in the U.S. (Audit Analytics)
But being the employer of choice means going BEYOND the stats and caliber of a large national firm. In fact, it depends on it.
We value you, your ideas and the flexibility you need to develop your career while you live your life. Our engaging culture focuses on what you need while you service some of the best clients in the U.S. Find your voice with us and make an impact from Day 1.
Here are just a few of the reasons our people come and stay with us:
100% focus on registered funds, with the opportunity and access to work with alternative investment funds if you decide that’s right for you.
Opportunities to operate at a higher level no matter your title. Everyone has the chance to participate in our annual, prestigious Cohen Client Conference; join senior members of your team at client board meetings to help develop executive skills; network and work directly with clients from Day 1; and more.
Collaborate and share ideas in a firm that listens and responds to what their people think and need. Just ask our “senior bootcamp” graduates who started their own roadshow to gather feedback and ideas from staff and seniors across our offices — and the opportunity to report out to the executive leadership team and see real results.
Collaborate with clients before, during and after the audit, thanks to less red tape and more focus on hands-on learning and communication.
Work with the best. Our caliber of people is unmatched and is represented at the highest levels of the AICPA, ICI, CAQ and SEC Working Groups.
Flexible development plans that allow you to be up for promotion when you’re ready, not according to a rigid advancement process.
Flexible schedules when you need (or want) them the most. Experience half day summer Fridays, additional “pencils down” days throughout the year without using your PTO, and, of course, decide where you work best – an office location near you or your home, wherever that may be.