Associate Analyst, Wealth Management

Company Overview:

For nearly 30 years, Cerulli has provided global asset and wealth management firms with unmatched, actionable insights. Headquartered in Boston, Cerulli Associates is a international research and consulting firm that provides financial institutions with guidance in strategic positioning and new business development. Our analysts blend industry knowledge, original research, and data analysis to bring perspective to current market conditions and forecasts for future developments.

Position Overview:

We are seeking a candidate with entry-level experience within a wealth management intermediary (e.g. broker/dealer, Registered Investment Advisor (RIA), turnkey asset management program (TAMP), custodian) or within a financial advisor practice, an organization serving or supporting financial advisors, a wealth management technology vendor, or at a technology consulting organization. The ideal candidate has some familiarity with these types of organizations and the technology they use, or provide, in order to support the delivery of wealth management services to retail investors. The candidate would leverage this knowledge to execute the responsibilities of the role, which includes conducting primary research, such as research calls with relevant industry professionals, building and fielding online surveys of financial advisors and other relevant industry professionals, building and maintaining market models, and supporting the authoring of research reports analyzing the marketplace for wealth management technology as it is used within advisor practices and across the various aforementioned retail wealth management intermediaries.

The position is ideal for someone who is analytical, exhibits strong writing skills, works autonomously, is comfortable working on multiple projects 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.

This position is a hybrid role based in the Boston office and reports to a Director, Wealth Management. 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.

Cerulli’s Wealth Management practice focuses on trends related to financial advisors and related intermediaries, including:
In-depth competitive analysis of the marketplace for retail wealth management services
Needs, challenges, risks, and opportunities facing financial advisors and the wealth management firms with which they affiliate
Distribution strategies for retail asset management products utilized by, or distributed through, financial advisors, including wholesaling and key account distribution efforts
Competitive dynamics underlying marketshare shifts across wirehouse, RIA, independent B/D, and other advisor affiliation models

Responsibilities and Duties:
Support 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
Solicit the participation of, and participate in interviews of senior executives regarding trends relating to the use of wealth management technology
Support strategic consulting engagements that pertain to the practice
Contribute to other annual reports including Broker/Dealer marketplace, RIA Marketplace, and Advisor Metrics
Provide client support, including conference calls and live meetings, related to wealth management technology
Assist account managers with client inquiries related to the practice's research content
Support any partnerships with industry trade associations, publications, and media

Qualifications:
0 to 2 years of experience in a capacity related to retail wealth management services or wealth management technology
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 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
Computer science and technology-focused education is a plus
College degree; completion of, or progress toward, CFP, CIMA, or CFA is a plus

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