Open Positions

Associate Analyst

Wealth Management

Position Overview

Associate Analyst, Wealth Management

This Associate Analyst position sits within the Wealth Management practice, with primary responsibilities related to CA’s financial advisor research. CA administers the industry’s longest-running annual advisor survey in the U.S., having been in circulation for more than 10 years.

The Wealth Management practice focuses on trends related to U.S.-based retail financial advisors, including:

In-depth competitive analysis, quantitative market sizing, and qualitative coverage of B/Ds, RIAs, banks, and trust companies
Needs, challenges, risks, and opportunities facing financial advisors
Distribution strategies for retail asset management products sold through financial advisors
Strategy for distribution teams, including structure, compensation, and resource allocation

Responsibilities and Duties:

Build, test, and distribute recurring financial advisor surveys using Qualtrics online survey engine in support of annual research reports
Assist in initiatives to increase advisor survey participation and ongoing research engagement
Validate and scrub raw survey data to minimize invalid responses and identify outliers
Use IBM SPSS software to manage CA’s proprietary advisor survey database
Prepare data exhibits in SPSS and Excel to summarize advisor survey results
Collect data from public company filings and other sources for annual market sizing projects
Support the development of new data models to size market segments, opportunities, and risks
Develop lists of senior executives and solicit their participation in the research process
Shadow research interviews to build subject-matter expertise
Collaborate closely with other analysts and research practices to enhance processes, documentation, and data visualization
Support data needs for CA’s strategic consulting engagements

Qualifications:

1 to 2 years of experience or a recent college graduate with strong analytical, quantitative, and communication skills
Outstanding attention to detail and emphasis on accuracy
Ability to manipulate and analyze sizeable amounts of data
Proficient in Microsoft Excel; knowledge of Qualtrics, SPSS, Tableau, Alteryx, and/or Microsoft Office 365 is helpful but not required
Ability to work on multiple projects simultaneously and to change course quickly as needed
Strong project and time management skills
Capacity to respond productively to feedback and make ongoing improvements to approach
Experience working with financial advisors or in financial services is a plus
Highly detail oriented
Comfortable working on multiple projects simultaneously
Strong communication skills

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

Benefits

We've Got You Covered!

Blue Cross Blue Shield – HMO, PPO
Dental
Vision Insurance
Short and Long-Term Disability (100% company-paid)
Life Insurance (100% company-paid)
Long-Term Care (100% company-paid)
Employee Assistance Program (EAP)
Parental Leave
Healthy Actions Program - $300 reward if you go to your annual physical!
Flexible spending account (FSA), dependent care, pet insurance, fitness reimbursements, class pass, and more!

Time Off

15 paid company holidays
2 personal days
5 sick days
25 days of annual vacation for each employee

Savings Plan

401(k) – both traditional and Roth options offered with company match
Student loan repayment program through partnership with Gradifi

Perks

We are always seeking new opportunities to build camaraderie among employees with regularly catered lunches, group outings, and any reason to celebrate a local sporting event or holiday.

Cerulli Cares

Giving back is important to us. On a regular basis, you can spot our team volunteering at local soup kitchens, running charity races, or organizing clothes drives in the office. To learn more about our corporate social responsibility actions, click here.

Corporate Social Responsibility

Our office is committed to creating a cleaner, greener environment. To learn more about the ways in which our office has gone the extra mile to “go green,” click here.

Office Culture

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