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Headquartered in Boston, Cerulli has regional offices in London and Singapore. Our clients include virtually all of the top 50 global asset management firms, as well as industry service providers, management consulting companies, banks, broker/dealers, insurance companies, investment consulting firms, and private equity firms.
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
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