Senior Analyst, Retirement (Boston)

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, 2024, and 2025 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:This Senior Analyst, Retirement position is based in Boston and reports to the Director of Cerulli's Retirement practice. The practice focuses on trends related to the defined contribution market, including:Trends in the defined contribution markets related to product development and distribution, as well as the needs and perceptions of key stakeholders (e.g., employers, advisors, product & service providers)Asset management offerings designed for defined contribution plans, including target-date funds, managed accounts, retirement income products, and the inclusion of private market assets in DC plansThe retirement plan products and services offered by defined contribution recordkeepers to support employers and retirement plan participantsEngagement with retirement plan participants through advice, guidance, and education offeringsStrategies in the recordkeeper market, including participant engagement and service offeringsThe needs, expectations, and perceptions of defined contribution plan consultants, advisors, and their home officesSuccessful candidates for this position are hardworking, curious, persistent, and enthusiastic individuals with a passion for research and analysis.The position offers significant industry exposure, including interactions with senior executives, coverage in industry publications, and the potential to present at conferences and events.Responsibilities and Duties:Research and analysisContribute to research reports and quarterly Edge by generating research ideas, integrating findings from quantitative and qualitative research, and authoring contentConceive, design, and execute quantitative surveys, including questionnaire development, sampling strategy, and analysisConstruct, maintain, and improve Cerulli's defined contribution market sizing modelsConduct ongoing qualitative research related to report themes through research calls and monitoring developments in the industryProject ManagementManage the development of reports and Edge editions to meet publication deadlinesClient and Industry EngagementPresent research findings to clients and through webinarsSupport Cerulli's strategic consulting and custom researchAssist account managers with client inquiries related to the practice's research contentManage partnerships with and participate in industry trade associations and publications to raise awareness of Cerulli's researchQualifications:Your Experience5 to 8 years of experience in market research, data analytics, or competitive intelligence, preferably related to financial services or the retirement industryAptitude for synthesizing research, identifying trends, and providing commentary on relevant industry issuesExperience and comfort with presenting to senior executivesCollege degree; completion of, or progress toward, advanced designations, such as CIMA or CFA, is a plusYour SkillsProficient in Excel; able to compile, manipulate, and analyze large data setsExperience with data analytics programming languages, including Alteryx, is a plusAbility to integrate quantitative and qualitative data into insights and perspectivesAbility to work on many initiatives concurrently and meet deadlinesAbility to collaborate with practice leads and junior team membersAbility to cultivate a network of industry contacts for research purposesYour KnowledgeSeeks to build deep industry expertise and willingness to learn new topicsKnowledge of financial services, asset management, or wealth managementKnowledge of defined contribution plans, investments, and/or distribution is a plusCompensation:$95,000 - $115,000