The position is based in the Boston office and focuses on research related to the institutional asset management industry. Areas of greatest focus include researching the opportunities and challenges facing institutional asset managers, investment consultants, and U.S. institutional investors (e.g., defined benefit plans, endowments, foundations, etc.).

The position is ideal for someone who is analytical and quantitatively oriented, exhibits strong written and verbal communication skills, works autonomously, is adaptable and comfortable multi-tasking, and seeks to build deep industry expertise. The position reports to an Associate Director on the Institutional team. We have a hybrid work environment that allows a mix of regular in-office attendance and remote work.

Responsibilities and Duties:

The Associate Analyst generates quantitative analytics and manages projects for research, publishing, and consulting needs. Responsibilities include:

• Assist in the development and analysis of proprietary surveys, interfacing with Survey Analysts to administer surveys and chart results
• Help develop focused research panels, calling and emailing targeted participants to increase survey participation
• Schedule research calls and meetings with senior executives, and capture detailed notes
• Collaborate with other analysts in asset management practice on monthly and quarterly publications; Duties include data-gathering, analysis, chart creation and assembly, and writing commentary
• Attend research calls with senior executives to build subject-matter expertise
• Coordinate projects for the practices’ strategic consulting and custom research engagements
• Participate in research efforts by identifying key topics of interest and providing ideas and input throughout the reporting cycle

Qualifications:

• 0 - 3 years of experience in financial services, preferably in a product management, research, or analytical role; an understanding of institutional asset management is helpful
• Strong financial analysis and modeling skills; general understanding of basic investing concepts
• Superior quantitative acumen is a must; proficient in Excel (e.g., pivot tables and VLOOKUPS)
• Strong analytical skills with the ability to organize and analyze large amounts of data with exceptional attention to detail and accuracy
• Strong time management skills with the ability to meet deadlines, and manage projects
• Superior written and verbal communication skills
• Capacity to respond productively to feedback and make ongoing improvements to approach and process
• Ability to work independently and in a team environment
• Willingness to travel as needed for client meetings and/or industry conferences
• Preference is for a candidate with a bachelor’s degree in business, finance, or economics

Please send all resumes to Elizabeth McNamee, no phone calls please.

We are looking for a systems-focused Marketing Platform expert, who has experienced the administration and management of multiple sales tools/applications, primarily focusing on Microsoft Dynamics 365 CRM. This position will be part of the IT Team focusing on the management of core business systems specific to our Marketing & Sales teams. The individual will be responsible for working with stakeholders to define the mechanisms needed to deliver revenue-generating results. This includes identifying processes, designing workflows, and configuring settings to help sales, marketing, and other departments cohesively deliver a consistent pipeline for strong Cerulli relationships and growth. The candidate must be detail-oriented and have the ability to manage and prioritize multiple tasks while implementing and educating a concentrated user base.

The position will work with multiple vendors to help support and drive application growth all the while continuously learning how to utilize new functionality that relates to business needs.

In addition to managing sales and marketing systems, this role will contribute to the overall management & daily operations of the Cerulli website for authentication and lead generation.

Responsibilities and Duties:

• Product ownership and administration of existing sales tools in our business application stack (Zoominfo, Salesforce Marketing Cloud, Dynamics365 CRM, Intercom, Laravel CMS, LinkedIn Sales Navigator, etc.)
• Understands end-2-end functionality of the tools, configurations involved & how tools are used in sales and account management processes
• Provide oversight to solve day-to-day support issues by providing guidance to 3rd party support admins and make sure there is no negative impact of the changes
• Engage with Research, Marketing and Sales Operations leadership to evaluate and identify existing and new tools or functionality that would enable their teams to increase customer outreach and potential revenue as well as operational efficiencies
• Perform quarterly product release review & recommendations
• Drive improvement process by translating business requirements into technical requirements and collaborating with application vendors and development delivery teams to determine the best-case application design and configuration
• Document functional and non-functional requirements, functional design documents, data flows and architecture diagrams, test plans and process documents.
• Perform application training during any onboarding sessions or as an ongoing improvement occurs.
• Responsible for data hygiene and avoiding duplicate or unnecessary records
• Key focus on the integration between the multiple systems driving data to and from CRM, capturing leads and activity
• Liase between business stakeholders & application vendors to facilitate vendor quarterly business reviews (QBR), vendor roadmap, various business metrics from vendors, user training needs
• Keep abreast of industry trends and practices, new tools used in Sales processes. Learn functionality of new tools after onboarding
• Hold application vendor accountable to provide expected ROI through vendor performance management
• Manage new enhancements or features rollout available through regular upgrades for sales tools
• Support change, control best practices, including the management of user requests/approvals and promoting changes to production
• Understand the architecture of Dynamics CRM and the related customizations
• Advise business users on best practices for CRM, development or integration processes
• Manage, build and configure CRM forms, views, dashboards and workflows
• Drive the use of Key Performance Indicators by implementing new dashboard and reporting use
• Ensure consistent release management, change management and project approval processes
• Support of the application, which includes fixing application issues

Qualifications

• 3+ years' experience managing Dynamics365 CRM in a marketing environment
  • Intermediate level of proficiency in Dynamics 365 administrative tasks such as creating user profiles, roles, custom objects, custom fields, page layouts and workflow rules
• 1+ years using Marketing Automation tools for creating automated processes and workflow within a marketing organization
• 3 years in a marketing organization executing digital marketing campaigns and programs in a B2B environment
• Understanding Data Management, especially in CRM
• Ability to understand complex business problems and interpret business and technical requirements
• Experience with Salesforce Marketing Cloud (or similar products) a plus
• Ability to multi-task and perform effectively in a fast-paced environment
• Able to work independently & consider cross-functional and downstream impacts with close attention to detail
• Strong verbal & written communication skills, with an emphasis on customer first attitude
• Team player with positive and engaged personality
• Ability to work autonomously
• PowerBI or Tableau knowledge a plus
• Intercom knowledge a plus
• Salesforce Lightning knowledge, Salesforce administrator certification is a plus
• Thorough knowledge of MS-Office Suite (Word, Excel, PowerPoint, Access)

Please send all resumes to Alexandra Sorrentino, no phone calls please.

This senior analyst position is based in the Boston office in the Retirement practice and reports to the senior analyst, retirement. The practice focuses on trends related to the retirement markets, including:

• Trends in the 401(k), 403(b), 457 and other defined contribution markets
• Defined contribution investment only (DCIO) strategies for asset managers, including target-date funds
• Strategies in the recordkeeper market, including participant engagement and service offerings
• Trends in personal retirement planning, including the IRA market and retirement income

Successful candidates for this position are hardworking, persistent, and enthusiastic individuals with a passion for financial services industry research and analysis.

The position offers significant industry exposure, including interactions with senior executives, coverage in industry publications, and potentially presenting at conferences and events.

Responsibilities and Duties:

• Contribute to research initiatives for three annual research reports and a quarterly periodical
• Author research report content related to emerging industry trends
• Build quantitative surveys and models, including survey design, data gathering, data modeling and analysis, and exhibit creation
• Conduct ongoing qualitative research related to report themes
• Manage report projects and deadlines
• Solicit and interview senior executives about emerging industry trends
• Manage partnerships with industry trade associations and publications
• Assist account managers with client inquiries related to the practice’s research content

Qualifications:

• 5 to 8 years of experience in financial services, preferably related to the retirement industry
• Knowledge of defined contribution plans and investments
• Exposure to personal retirement planning, including retirement income
• Superior writing skills
• Aptitude for synthesizing research, identifying trends, and providing commentary on relevant industry issues
• Ability to work well autonomously, as well as on a team
• Strong attention to detail and emphasis on accuracy
• Ability to work on many initiatives concurrently and meet deadlines
• Proficient in Excel; able to manipulate, and analyze sizeable amounts of data; experience with SPSS or Alteryx is a plus
• Seeks to build deep industry expertise
• Ability to cultivate a network of industry contacts for research purposes
• College degree; completion of, or progress toward advanced designations, such as CIMA® or CFA® is a plus

Please send all resumes to Alexandra Sorrentino, no phone calls please.

This senior analyst position works within the Wealth Management practice and reports to an Associate Director, Wealth Management. It is an onsite role in the Boston office.

We are seeking a candidate with experience related to middle- and front-office wealthtech solutions that enable wealth management firms and their advisors to improve operational efficiencies, productivity, scalability, and client outcomes. The role requires a deep and ongoing understanding of the marketplace to help our clients assess opportunities, navigate vendor selection, and implement change decisions. The role will build and maintain a network of wealthtech providers, decision-makers at wealth management organizations, and advisors, to support primary research needs. Candidates should have previous experience at a wealth tech vendor, technology consulting organization, wealth manager, or research firm.

The position is ideal for someone who is analytical, exhibits strong writing skills, works autonomously, is comfortable working on multiple project simultaneously, and seeks to build deep industry expertise. Successful candidates for this position are hardworking, persistent, and enthusiastic individuals with a passion for financial services industry research and analysis.

Cerulli’s Wealth Management practice focuses on trends related to financial advisors and related intermediaries, including:

• In-depth competitive analysis and qualitative coverage of the wealth management industry
• Needs, challenges, risks, and opportunities facing financial advisors and firms that employ them
• Distribution strategies for retail asset management products sold through financial advisors

Responsibilities and Duties:

• The position offers significant industry exposure, including interactions with senior executives throughout the industry, coverage in industry publications, and potentially presenting at conferences and events.

• Lead analyst and author of the annual U.S. State of U.S. Wealth Management Technology report
  
• Assist in building quantitative surveys and models, including survey design, data gathering, data modeling and analysis, and exhibit creation
  
• Contribute to other wealth management reports, particularly U.S. Broker Dealer Marketplace
  
• Solicit and interview financial advisors and senior executives at Broker/Dealers, RIAs, and Wealth Tech vendors regarding emerging trends
  
• Support strategic consulting engagements that pertain to the practice
  
• Author timely thought-leadership content for the quarterly Cerulli Edge U.S. Advisor Edition
  
• Manage report projects and deadlines
  
• Provide client-support, including conference calls and live meetings, related to wealthtech
  
• Assist account managers with client inquiries related to the practice’s research content
  
• Manage any necessary partnerships with industry trade associations, publications, and media

Qualifications:

• Five to 10 years of experience in financial services related to wealthtech and retail wealth management
  
• Superior writing and communication skills
  
• Aptitude for synthesizing research, identifying trends, and providing commentary on relevant industry issues
  
• Attention to detail and emphasis on accuracy
  
• Ability to successfully execute on multiple initiatives simultaneously and meet deadlines
  
• Proficient in Excel; able to manipulate, and analyze sizeable amounts of data
  
• Experience with Alteryx is a plus
  
• Ability to cultivate a network of industry contacts for research purposes
  
• College degree; completion of, or progress toward, MBA, CIMA®, CFP®, or CFA® is a plus

Please send all resumes to Alexandra Sorrentino, no phone calls please.

The Senior Data Engineer will work collaboratively with all practice groups, U.S. and International, to design and maintain the data storage, transformation, and visualization needs of CA. Building upon skills and knowledge of Excel, Alteryx, SQL, and Tableau, this role will prepare data into structured formats, conceptualize data storage requirements, design dashboards to effectively present data, and manipulate data for practice analysts and report writing.

Project leadership opportunities will be present to manage third party data sources and internal analyst requirements. Product management aspects will increase as exposure to and familiarity with visualization strategy increases. This position also requires frequent interaction with the Editorial department for QA during the product lifecycle.
The position reports to our Director of IT.

Responsibilities and Duties:

• Use Excel, Alteryx, SQL, and Tableau to prepare data into structured formats, conceptualize data storage requirements, design dashboards to effectively present data, and manipulate data for Research Analysts and report writing
• Clean, filter, normalize, manipulate, perform calculations on, and estimate projections with data
• Design and update Tableau dashboards for Lodestar and Interactive Report Dashboard subscriptions
• Identify suitable report charts, along with Research Analysts and Editorial, for Interactive Report Dashboards, and test analysts’ hypotheses
• Develop storage solutions for pre- and post-processed data
• Reengineer existing Alteryx workflows for ETL processes and analytics
• Develop and test new ETL/ELT solutions to enrich production workflows
• Collaborate with IT and third-party consultants on data warehousing initiatives across research practices
• Lead the data team on all data processes
• Perform routine Tableau Server administration, including licensing and permissions
• Coordinate dashboard presentation with online platform
  

Qualifications:

• The ideal candidate for this position will be someone with 5+ years of experience, with strong analytical, writing, and communication skills
• Must be highly proficient with Excel and Tableau
• Must be proficient with Alteryx
• Must be proficient with ANSI SQL
• Ability to visually express ideas
• Ability to handle a variety of overlapping projects and to change course quickly as needed
• Experience with financial services, particularly asset management, is a plus
• Strong project and time management skills
• Outstanding attention to detail
• Some coding experience (Python, R) is a plus
• Capacity to respond productively to feedback and make ongoing improvements to approach and process
• Experience with ETL/ELT Strategies, dbt Core/Cloud, and Snowflake is a plus

Please send all resumes to Alexandra Sorrentino, no phone calls please.

This senior analyst position works within the Wealth Management practice and reports to an Associate Director, Wealth Management. This role is based out of the Boston office.

We are seeking a candidate with experience related specifically to broker/dealers, including wirehouses, banks, independents, as well as national and regional firms. The ideal candidate has a deep understanding of these organizations, including the opportunities and challenges they face, financial advisor portfolio construction, and product use.

The position is ideal for someone who is analytical and quantitatively-oriented, exhibits strong writing skills, works autonomously, is adaptable, comfortable working on multiple project simultaneously, and seeks to build deep industry expertise. Successful candidates for this position are hardworking, persistent, and enthusiastic individuals with a passion for financial services industry research and analysis.

Cerulli’s Wealth Management practice focuses on trends related to financial advisors and related intermediaries, including:

• In-depth competitive analysis and qualitative coverage of the largest B/Ds
• Needs, challenges, risks, and opportunities facing financial advisors
• Distribution strategies for retail asset management products sold through financial advisors
• Strategy for wholesaling teams, including structure, compensation, and resource allocation
• Competitive dynamics underlying marketshare shifts across wirehouse, RIA, independent B/D, and other advisor affiliation models

Responsibilities and Duties:

• Lead and author the U.S. Broker Dealer Marketplace report content related to emerging trends
• Author timely thought-leadership content for the quarterly Cerulli Edge U.S. Advisor Edition
• Assist in building quantitative surveys and models, including survey design, data gathering, data modeling and analysis, and exhibit creation
• Manage report projects and deadlines
• Support strategic consulting and custom research engagements that pertain to the practice
• Provide client-support, including conference calls and live meetings, related to the annual report
• Assist account managers with client inquiries related to the practice’s research content
• Solicit and interview senior executives regarding emerging industry trends
• Manage any necessary partnerships with industry trade associations, publications, and media

The position offers significant industry exposure, including interactions with senior executives throughout the industry, coverage in industry publications, and potentially presenting at conferences and events.

Qualifications:

• Five to 10 years of experience in financial services related to retail wealth and/or asset management trends
• Deep understanding of B/Ds, retail asset management, portfolio construction, and wealthtech
• Exposure to financial advisors and their investment decision making process
• Superior writing and communication skills
• Aptitude for synthesizing research, identifying trends, and providing commentary on relevant industry issues
• Attention to detail and emphasis on accuracy
• Ability to successfully execute on multiple initiatives simultaneously and meet deadlines
• Proficient in Excel; able to manipulate, and analyze sizeable amounts of data
• Experience with Alteryx and/or SPSS is a plus
• Ability to cultivate a network of industry contacts for research purposes
• College degree; completion of, or progress toward, CIMA® or CFA® is a plus

Please send all resumes to Alexandra Sorrentino, no phone calls please.