Analyst, Wealth Management

4 weeks ago

Boston, United States Cerulli Associates Full time

Company Overview:

For nearly 30 years, Cerulli has provided global asset and wealth management firms with unmatched, actionable insights. Headquartered in Boston, Cerulli Associates is a international research and consulting firm that provides financial institutions with guidance in strategic positioning and new business development. Our analysts blend industry knowledge, original research, and data analysis to bring perspective to current market conditions and forecasts for future developments.

Position Overview:

We are seeking a candidate with experience within a broker/dealer (e.g. wirehouse or other national broker/dealer or bank wealth management department), a financial advisor practice affiliated with a broker/dealer, an organization serving or supporting broker/dealers and/or their financial advisors, or a wealth management technology provider.

The ideal candidate has an understanding of broker/dealers, including how they operate, the capabilities they offer their financial advisors, the services their financial advisors offer to their retail investor clients, and how they offer them. The candidate would leverage this experience to execute the responsibilities of the role, including conducting primary research, such as research calls with relevant industry professionals, building and fielding online surveys of financial advisors and other relevant industry professionals, building and maintaining market models, and supporting the authoring of research reports analyzing the marketplace for wealth management services and the presentation of research findings to clients and prospects.

The position is ideal for someone who is analytical and quantitatively oriented, exhibits strong writing skills, works autonomously, is adaptable, is comfortable working on multiple projects simultaneously, and seeks to build deep industry expertise. Successful candidates for this position are hardworking, persistent, and enthusiastic individuals with a passion for financial services industry research and analysis.

The position is a hybrid role based in the Boston office and reports to a Director, Wealth Management. 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.

Cerulli's Wealth Management practice focuses on trends related to financial advisors and related intermediaries, including:

In-depth competitive analysis of the marketplace for retail wealth management services Needs, challenges, risks, and opportunities facing financial advisors and the wealth management firms with which they affiliate Distribution strategies for retail asset management products utilized by or distributed through financial advisors, including Strategy for wholesaling and key account teams distribution efforts, including structure, compensation, and resource allocation Competitive dynamics underlying marketshare shifts across wirehouse, RIA, independent B/D, and other advisor affiliation models

Responsibilities and Duties:

Support the U.S. Broker Dealer Marketplace report, which focuses on the competitive landscape for wealth management services offered by broker/dealers and their financial advisors content related to emerging trends Author timely thought-leadership content for the quarterly Cerulli Edge U.S. Advisor Edition Assist in building quantitative surveys and models, including survey design, data gathering, data modeling and analysis, and exhibit creation Solicit the participation of, and participate in interviews of senior executives regarding emerging industry trends among broker/dealers, their affiliated financial advisors, asset managers distributing products through these intermediaries, and more Manage report projects and deadlines Support strategic consulting and custom research engagements that pertain to the practice Provide client support, including conference calls and live meetings, related to the annual report Assist account managers with client inquiries related to the practice’s research content Solicit and interview senior executives regarding emerging industry trends Manage Solicit and interview senior executives regarding emerging industry trends Support any necessary partnerships with industry trade associations, publications, and media

Qualifications:

2 to 3 years of experience in financial services related to retail wealth and/or asset management trends Understanding of broker/dealers and the B/Ds, retail asset wealth management services they provide through their affiliated financial advisors, portfolio construction, and wealthtech Exposure to financial advisors and their investment decision making process Superior writing and communication skills Aptitude for synthesizing research, identifying trends, and providing commentary on relevant industry issues Attention to detail and emphasis on accuracy Ability to successfully execute on multiple initiatives simultaneously and meet deadlines Proficient in Excel; able to manipulate and analyze sizeable amounts of data Experience with Alteryx and/or SPSS is a plus Ability to cultivate a network of industry contacts for research purposes College degree; completion of, or progress toward CFP®, CIMA® or CFA® is a plus

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