This analyst position is based in the Boston office, and it reports into the Associate Director responsible for investment product development research. The position’s primary role is to support lead research analysts and collaborate with other members on the product development team to provide quantitative analytical support and written commentary for CA’s retail and institutional asset management research and publishing needs. The position will also work as needed with other practice members across various research teams such as institutional and intermediary.

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

Responsibilities and Duties:

• Assist lead research analysts in the development and analysis of proprietary surveys, interfacing with Survey Analyst to administer surveys and chart results
• Help develop focused research panels, calling and emailing targeted participants to increase survey participation
• Support lead research analysts by scheduling research calls and meetings with senior executives, and type detailed notes from the calls
• Collaborate with other analysts across Cerulli practices on monthly and quarterly publications. Duties include data‐gathering, analysis, chart creation and assembly, and writing commentary
• Work with Morningstar Direct, eVestment, Preqin as well as other third-party databases
• Identify opportunities to improve Cerulli’s current data aggregation and analysis processes
• Help develop and maintain relationships with financial institutions, investment asset managers, industry trade associations, third‐party data vendors, and government agencies
• Propose and develop new analyses to expand Cerulli’s proprietary research

Qualifications:

• 0-3 years’ experience in financial services, preferably in a product strategy, product development, product management, research, or analytical role; Understanding of retail and/or institutional distribution channels is helpful
• Knowledge of both mutual funds and exchange‐traded funds (ETF) vehicles. Preferred knowledge of other investment vehicles (e.g., collective investment trusts, private commingled funds, interval funds, etc.)
• Understanding of active and passive investment philosophies and processes
• Outstanding project and time management skills, and strong attention to detail
• Ability to multi‐task and to change course quickly as needed
• Proficient in Excel; able to manipulate, and analyze sizeable amounts of data
• Aptitude for synthesizing research, identifying trends, and providing commentary on relevant industry issues
• Superior verbal and written communication skills.
• Interest in financial‐services‐related market research with an eye toward developing into a Cerulli Report writer
• Interest in cultivating a network of industry contacts for research purposes
• Capacity to respond productively to feedback and make ongoing improvements to approach and process
• Preference is for a candidate with a bachelor’s degree in business, finance, economics or English/journalism

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