Company Overview:
Cerulli Associates (CA) is a research and consulting firm, headquartered in Boston, specializing in product and distribution analysis for the global asset management industry. Since 1992, we have blended primary research and data analysis to bring perspective to current market conditions and forecasts for future developments. With a suite of research publications, an interactive data platform, and custom research and consulting offerings, we provide financial services firms with unparalleled guidance in strategic positioning and new business development.
Cerulli Associates is a 2023 and 2024 Boston Globe Top Places to Work . We are proud to be recognized for our outstanding employee engagement, management, work-life balance, and benefits.
Our clients include virtually all 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.
Position Overview:
Cerulli is seeking a candidate with experience related to the retirement markets, including both defined contribution and personal retirement planning. The position is based in the Boston Office and is responsible for leading the Retirement practice. It reports to the Managing Director, U.S. Research. The practice focuses on trends related to the Retirement markets, including:
Successful candidates for this position are analytical and quantitatively-oriented, exhibit strong writing skills, work autonomously, are adaptable and comfortable working on multiple projects simultaneously, are comfortable with public speaking, and seek to build deep industry expertise. They are also hardworking, persistent, and enthusiastic individuals with a passion for financial services industry research and analysis.
The position offers significant industry exposure, including interactions with senior executives throughout the industry, coverage in industry publications, participation in trade associations ( e.g., SPARK, DCIIA) and presenting at conferences and events.
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