This Analyst position is based in London and reports to the Associate Director of European Retail/Wholesale Asset Management Research. The position’s primary role is to support the lead research analyst and collaborate with other practice members to provide quantitative analytical support and written commentary for CA’s retail asset management research and publishing needs.

This role has extensive analysis, data modeling, and writing responsibilities. We are seeking a candidate with experience related specifically to asset and wealth management firms and exposure to market intelligence, product development, distribution or fund analysis. The ideal candidate has a robust understanding of these organizations, including the opportunities and challenges they face, and the products they develop and distribute.

Successful candidates are analytical and quantitatively-oriented, exhibit strong writing skills, work autonomously, are adaptable and comfortable working on multiple projects simultaneously, and seek to build deep industry expertise. They are also hardworking, persistent, and enthusiastic individuals with a passion for the financial services industry, and research and analysis.

Responsibilities and Duties:

• Assist lead research analyst in the development and analysis of proprietary surveys, interfacing with other analysts to administer surveys and chart results.
• Help develop focused research panels, calling and emailing targeted participants to increase survey participation.
• Support lead research analyst by scheduling research calls and meetings with senior executives and writing detailed notes from the calls.
• Collaborate with other analysts in the asset management practice on monthly and quarterly publications. Duties include data-gathering, analysis, chart creation and assembly, and writing commentary.
• Collect, compile and analyse large amount of qualitative and quantitative datasets working with Morningstar Direct, Broadridge, as well as other third-party databases (e.g. national and international industry associations, data providers and industry trade bodies).
• Help develop and maintain relationships with industry trade associations, third-party data vendors, and government agencies.
• Propose and develop new analyses to expand CA’s proprietary research.
• Participate in research efforts by identifying key topics of interest and providing ideas and input throughout the report cycle.

Qualifications:

• 2 to 3 years experience in asset management (research, product development, product management, market intelligence functions preferred) or distribution (fund analyst, fund or manager selection, etc).
• Understanding of the retail asset management industry and distribution channels is preferred.
• Knowledge of both mutual funds and exchange‐traded funds, active and passive investment products.
• 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.
  
• Experience with using industry data sources (e.g., Broadridge, Morningstar, etc).
• Strong verbal and written communication skills.
• Ability to cultivate a network of industry contacts for research purposes.
• Capacity to respond productively to feedback and make ongoing improvements to approach and process.
• Must have a bachelor’s degree, preferably in business, finance, or economics
• Must be eligible to work in the U.K.

Please send resumes to Dorothy Ekema-Walla, no phone calls please.

This position is based in the London Office in the Institutional practice and reports to the Associate Director, Institutional. Areas of greatest focus include researching opportunities and challenges facing institutional asset managers, investment consultants, and European Institutional investors (e.g., defined benefit plans, endowments, insurers, etc.).

This role has extensive analysis, data modeling, and writing responsibilities. Successful candidates are analytical and quantitatively-oriented, exhibit strong writing skills, work autonomously, are adaptable and comfortable working on multiple projects simultaneously, and seek to build deep industry expertise. They are also hardworking, persistent, and enthusiastic individuals with a passion for the financial services industry, and research and analysis.

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

Responsibilities and Duties:

• Lead research initiatives for annual research reports and contribute to the Cerulli Edge monthly and quarterly publication
• 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:

• More than 5 years of experience in financial services, related to institutional asset management
• Exposure to institutional asset management products and portfolio construction
• Knowledge regarding various types of institutions and other market constituents, including investment consultants
• Superior writing skills
• Aptitude for synthesizing research, identifying trends, and providing commentary on relevant industry issues
• Strong attention to detail and emphasis on accuracy
• Ability to effectively work on several projects simultaneously and meet deadlines
• Proficient in Excel; able to manipulate, and analyze sizeable amounts of data
• Preference is for a candidate with a minimum of a bachelor’s degree in business, finance, or economics
• Must be eligible to work in the U.K.

Please send resumes to Dorothy Ekema-Walla, no phone calls please.

This is a dual role as both Survey Analyst and analyst support. As Survey Analyst, the role is at the heart of Cerulli’s primary research and supports the Institutional and Retail Practice areas in administrating recurring online surveys. Findings serve as the quantitative foundation for our published research. The role requires daily interaction with, external research partners, with analysts across Cerulli’s European practices, frequent interaction with Editorial and International and sporadic interaction with Marketing.

The role also directly supports research analysts and their research processes. This includes data gathering, analysis, chart assembly, and providing qualitative support when appropriate. This role includes interaction with survey participants at Cerulli clients. In addition, this position may be called on to support consulting projects on an as-needed basis.

Responsibilities and Duties:

Survey Creation

• Work with all Analysts to develop surveys
• Design surveys and post to our survey engine
• Finalize surveys (includes branching, formatting, setting response quotas, etc.)
• Coordinate and improve upon our internal survey processes, including documentation and training
• Provide backup support for surveys generated in other regions
• Work with Analysts to gather survey responses and ensure survey completion in a timely manner.

Data Collection

• “Close out” all surveys and download data
• Prepare data for analysis (includes sorting, text file translation, basic segmentation, calculations, clean up, etc.)
• Field participant concerns and questions via phone and email

Troubleshooting

• Work with external programmers to resolve issues with survey engine or internal process system
• Communicate with external survey participants and clients when survey issues arise

Benchmarking

• Prepare benchmarking reports for participants in Tableau dashboard software
• Format data for inclusion in reports
• Interact with Relationship Manager and Analysts to ensure timely and accurate distribution of reports

Analyst Support

• Assist with management and collection of research data from various sources
• Develop the skills needed to provide qualitative support to the two practice areas, including writing about key trends
• Work with individual practices on an as-needed basis
• Support consulting projects across all practices as necessary

Qualifications:

• From graduate to up to 1 year of experience of market research and survey design experience, with very strong analytical and communication skills
• Experience collaborating with team-members in a high-throughput and deadline-driven environment • Experience with online survey platforms and experience understanding and interpreting survey data, is a plus
• Must be highly proficient with Microsoft Excel
• Knowledge of Microsoft Office 365
• Experience using Tableau and Qualtrics is advantageous
• Ability to multi-task and to change course quickly as needed
• Experience with financial services, particularly asset management, is a plus
• Strong project and time management skill
• Outstanding attention to detail
• Capacity to respond productively to feedback and make ongoing improvements to approach and process
• Must be eligible to work in the U.K.

Please send resumes to Dorothy Ekema-Walla, no phone calls please.

This position is based in the London Office in the Institutional practice and reports to the Director of Institutional. Areas of greatest focus include researching opportunities and challenges facing institutional asset managers, investment consultants, and European Institutional investors (e.g., defined benefit plans, endowments, insurers, etc.). We are seeking a candidate with experience related specifically to asset and wealth management firms and exposure to market intelligence, product development and distribution analysis.

This role has extensive analysis and writing responsibilities. Successful candidates are analytical and quantitatively-oriented, exhibit strong writing skills, work autonomously, are adaptable and comfortable working on multiple projects simultaneously, and seek to build deep industry expertise. They are also hardworking, persistent, and enthusiastic individuals with a passion for the financial services industry, and research and analysis.

Responsibilities and Duties:

• Collect, compile and analyse large amount of qualitative and quantitative datasets working with Morningstar Direct, Broadridge, as well as other third-party databases (e.g., national and international industry associations, data providers and industry trade bodies).
• Author research report content related to emerging industry trends
• Support lead research analyst by scheduling research calls and meetings with senior executives and writing detailed notes from the calls.
• Collaborate with other analysts in the asset management practice on monthly and quarterly publications. Duties include data-gathering, analysis, chart creation and assembly, and writing commentary.
• Participate in research efforts by identifying key topics of interest and providing ideas and input throughout the report cycle.
• Build quantitative surveys including survey design and analyze gathered date
• Conduct ongoing qualitative research related to report themes
• Manage report projects and deadlines
• Assist account managers with client inquiries related to the practice’s research content

Qualifications:

• 2 to 5 years’ experience in asset management industry (research, market intelligence functions preferred)
• Understanding of the institutional asset management industry and institutional investors is preferred
• Exposure to different types of institutional investors (pension funds, insurers) and other market constituents, including investment consultants
• Knowledge of most recent regulations and its impact to asset management industry
• Aptitude for synthesizing research, identifying trends, and providing commentary on relevant industry issues
• Strong attention to detail and emphasis on accuracy
• Strong verbal and written communication skills
• Outstanding project and time management skills, and strong attention to detail.
• Proficient in Excel; able to manipulate and analyze sizeable amounts of data.
• Ability to cultivate a network of industry contacts for research purposes.
• Preference is for a candidate with a minimum of a bachelor’s degree in business, finance, or economics
• Must be eligible to work in the U.K.

Please send resumes to Dorothy Ekema-Walla, no phone calls please.