Company Overview:
Cerulli Associates (CA) is a research and consulting firm, headquartered in Boston, specializing in product and distribution analysis for the global asset management industry. Since 1992, we have blended primary research and data analysis to bring perspective to current market conditions and forecasts for future developments. With a suite of research publications, an interactive data platform, and custom research and consulting offerings, we provide financial services firms with unparalleled guidance in strategic positioning and new business development.
Cerulli Associates is a 2023, 2024, and 2025 Boston Globe Top Places to Work. We are proud to be recognized for our outstanding employee engagement, management, work-life balance, and benefits.
Our clients include virtually all the top 50 global asset management firms, as well as industry service providers, management consulting companies, banks, broker/dealers, insurance companies, investment consulting firms, and private equity firms.
Position Overview:
This Senior Analyst, Retirement position is based in Boston and reports to the Director of Cerulli’s Retirement practice. The practice focuses on trends related to the defined contribution market, including:
- Trends in the defined contribution markets related to product development and distribution, as well as the needs and perceptions of key stakeholders (e.g., employers, advisors, product & service providers)
- Asset management offerings designed for defined contribution plans, including target-date funds, managed accounts, retirement income products, and the inclusion of private market assets in DC plans
- The retirement plan products and services offered by defined contribution recordkeepers to support employers and retirement plan participants
- Engagement with retirement plan participants through advice, guidance, and education offerings
- Strategies in the recordkeeper market, including participant engagement and service offerings
- The needs, expectations, and perceptions of defined contribution plan consultants, advisors, and their home offices
Successful candidates for this position are hardworking, curious, persistent, and enthusiastic individuals with a passion for research and analysis.
The position offers significant industry exposure, including interactions with senior executives, coverage in industry publications, and the potential to present at conferences and events.
Responsibilities and Duties:
Research and analysis
- Contribute to research reports and quarterly Edge by generating research ideas, integrating findings from quantitative and qualitative research, and authoring content
- Conceive, design, and execute quantitative surveys, including questionnaire development, sampling strategy, and analysis
- Construct, maintain, and improve Cerulli’s defined contribution market sizing models
- Conduct ongoing qualitative research related to report themes through research calls and monitoring developments in the industry
Project Management
- Manage the development of reports and Edge editions to meet publication deadlines
Client and Industry Engagement
- Present research findings to clients and through webinars
- Support Cerulli’s strategic consulting and custom research
- Assist account managers with client inquiries related to the practice’s research content
- Manage partnerships with and participate in industry trade associations and publications to raise awareness of Cerulli’s research
Qualifications:
Your Experience
- 5 to 8 years of experience in market research, data analytics, or competitive intelligence, preferably related to financial services or the retirement industry
- Aptitude for synthesizing research, identifying trends, and providing commentary on relevant industry issues
- Experience and comfort with presenting to senior executives
- College degree; completion of, or progress toward, advanced designations, such as CIMA® or CFA®, is a plus
Your Skills
- Proficient in Excel; able to compile, manipulate, and analyze large data sets
- Experience with data analytics programming languages, including Alteryx, is a plus
- Ability to integrate quantitative and qualitative data into insights and perspectives
- Ability to work on many initiatives concurrently and meet deadlines
- Ability to collaborate with practice leads and junior team members
- Ability to cultivate a network of industry contacts for research purposes
Your Knowledge
- Seeks to build deep industry expertise and willingness to learn new topics
- Knowledge of financial services, asset management, or wealth management
- Knowledge of defined contribution plans, investments, and/or distribution is a plus
Compensation:
$95,000 - $115,000
