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.
The position is based in the London office and focuses on research related to institutional asset management. 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.).
The position is ideal for someone who is analytical and quantitatively-oriented, exhibits strong written and verbal communication skills, works autonomously, is adaptable and comfortable multi-tasking, and seeks to build deep industry expertise. The position reports into the Associate Director, European Institutional Research.
Responsibilities and Duties:
The Associate Analyst generates quantitative analytics and manages projects for research, publishing, and consulting needs. Responsibilities include:
Assist in the development and analysis of proprietary surveys, interfacing with Survey Analysts to administer surveys and chart results
Help develop focused research panels, calling and emailing targeted participants to increase survey participation
Support to schedule research calls and meetings with senior executives, and capture detailed notes
Collaborate with other analysts on monthly and quarterly publications
Duties include data-gathering, analysis, chart creation and assembly, and writing commentary
Attend research calls with senior executives to build subject-matter expertise
Coordinate projects for the practices' strategic consulting and custom research engagements
Participate in research efforts by identifying key topics of interest and providing ideas and input throughout the report cycle.
1 - 3 years' experience in financial services, preferably in a product management, strategy, research, or otherwise analytical role
Understanding of institutional asset management is helpful
Strong financial analysis and modeling skills
General understanding of basic investing concepts and understanding of financial instruments
Superior quantitative acumen is a must; proficient in Excel (e.g. pivot tables and V-Lookups, etc)
Strong analytical skills with the ability to organize and analyze large amounts of data with exceptional attention to detail and accuracy
Strong time management skills with the ability to meet deadlines, and manage projects
Superior written and verbal communication skills
Capacity to respond productively to feedback and make ongoing improvements to approach and process
Ability to work independently and in a team environment
Willingness to travel as needed for client meetings and/or industry conferences
Preference is for a candidate with a minimum of a bachelor's degree in business, finance, or economics