Position Overview:

The position is based in the Boston office and focuses on research related to the U.S. retirement market and reports to the Director, Retirement.

The Retirement practice focuses on the defined contribution (DC) and individual retirement account (IRA) markets, including:

• Sizing of the 401(k) market and other DC plan types
• Investment product distribution and adoption trends in the DC market
• Key stakeholders within the DC market, including target-date managers, defined contribution investment-only (DCIO) asset managers, DC recordkeepers, plan sponsors, and plan advisors/consultants
• Investor behaviors such as advisor usage, IRA rollovers, and trends in financial wellness

Responsibilities and Duties:

• Assist in the development and execution of surveys, coordinating with the Survey Analyst to administer surveys, chart results, and deliver benchmarking results
• Aggregate information from proprietary surveys as well as third-party sources and review data for accuracy in order to summarize results, synthesize quantitative insights, and identify key trends
• Develop focused research panels and contact targeted participants to drive engagement with Cerulli’s research
• Schedule and attend research discussions with senior executives in the industry to build subject-matter expertise
• Capture detailed notes from research discussions, internal meetings, and client engagements
• Collaborate with other analysts in the Retirement practice to develop monthly and quarterly publications, contributing both quantitative exhibits and written commentary
• Participate in research efforts by identifying topics of interest and providing input throughout the report cycle

Qualifications:

• 0-3 years’ experience in financial services, preferably in an asset management, investment consulting, or wealth management; understanding of U.S. retirement markets is helpful
• Superior analytical and financial modeling skills with the ability to manage large data sets
• Proficient in Excel (e.g., pivot tables and XLOOKUPS) and comfortable working with a variety of analytical/statistical software
• Fundamental investment acumen
• Exceptional attention to detail with a high degree of accuracy
• Effective time management skills, able to meet deadlines and coordinate schedules across multiple practices and concurrent projects
• Strong written and verbal communication skills
• Capacity to respond productively to feedback and make ongoing improvements to work process
• Ability to work both independently and in a team environment
• Preference is for a candidate with a bachelor’s degree in business, finance, economics, statistics, or related field
• Candidates should be adaptable, self-motivated, curious, and seek to build deep industry expertise

Compensation:

Compensation: $60,000 - $70,000

Please send all resumes to Caroline Newhouse; no phone calls, please.