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Openings in Boston

Senior Analyst, Retirement Markets 

Head of Retirement Practice


Senior Analyst, Retirement Markets 

Position Overview:

This Senior Analyst position is based in the Boston Office in the Retirement practice and reports to the Director, Retirement. The practice focuses on trends related to the Retirement markets, including:

  • Trends in the 401(k), 403(b), 457 and other defined contribution markets
  • Defined contribution investment only (DCIO) strategies for asset managers, including target-date funds
  • Strategies in the recordkeeper market, including participant engagement and service offerings
  • Trends in personal retirement planning, including the IRA market and retirement income

Cerulli is seeking a candidate with experience related to the retirement markets, including both defined contribution and personal retirement planning.

Successful candidates for this position are analytical and quantitatively-oriented, exhibit strong writing skills, work autonomously, are adaptable and comfortable multi-tasking, 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.

Responsibilities and Duties:

The Senior Analyst has extensive analysis, data modeling, and writing responsibilities. The position contributes to research initiatives for three annual research reports and a quarterly periodical. The Senior Analyst will:

  • 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

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.

Qualifications:

  • 5 to 8 years of experience in financial services, preferably related to the retirement industry
  • Knowledge of defined contribution plans and investments
  • Exposure to personal retirement planning, including retirement income
  • 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 multi-task and meet deadlines
  • Proficient in Excel; able to manipulate, and analyze sizeable amounts of data; experience with SPSS is a plus
  • Ability to cultivate a network of industry contacts for research purposes
  • College degree; completion of, or progress toward, CIMA® or CFA® is a plus

Please email all resumes to Alexandra Sorrentino. No phone calls please. 

 

Head of Retirement Practice

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:

  • Trends in the 401(k), 403(b), 457 and other defined contribution markets
  • Defined contribution investment only (DCIO) strategies for asset managers, including target-date funds
  • Strategies in the recordkeeper market, including participant engagement and service offerings
  • Trends in personal retirement planning, including the IRA market and retirement income

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, and potentially presenting at conferences and events.

Responsibilities and Duties:

  • Lead retirement research initiatives for three annual research reports, a quarterly periodical, and consulting projects
  • Author research report content related to emerging industry trends
  • Inform and oversee quantitative surveys and models, including survey design, data gathering, data modeling and analysis, and exhibit creation
  • Conduct ongoing qualitative research related to report themes
  • Lead consulting projects in the defined contribution and retirement markets
  • Represent Cerulli’s retirement content with senior industry executives and other clients
  • Manage Cerulli’s relationship with Retirement industry trade organizations, including DCIIA and SPARK
  • Manage report projects and deadlines
  • Solicit and interview senior executives about emerging industry trends
  • Assist account managers with client inquiries related to the practice’s research content
  • Manage a team of multiple analysts covering the retirement market 

Qualifications:

  • 10 to 15 years of experience in the defined contribution and retirement industry
  • Knowledge of defined contribution plans and investments
  • Exposure to personal retirement planning, including retirement income
  • Superior writing skills
  • Aptitude for synthesizing research, identifying trends, and providing commentary on relevant industry issues
  • Strong attention to detail and emphasis on accuracy
  • Comfort with public speaking and presenting trends to senior executives
  • Ability to work on multiple projects simultaneously and meet deadlines
  • Capable of cultivating a network of industry contacts for research purposes
  • College degree; completion of, or progress toward, CIMA® or CFA® is a plus
  • Some travel is required

Please email all resumes to Alexandra Sorrentino. No phone calls please.