This analyst position is based in the Boston office, and it reports into the Senior Analyst responsible for private markets product development research. The position's primary role is to support lead research analysts and collaborate with other members on the product development team to provide quantitative analytical support and written commentary for CA's research and publishing needs as well as to support consulting projects. The position will also work as needed with other practice members across other research teams such as institutional and wealth management.Successful candidates for this position are hardworking, persistent, enthusiastic, and analytical individuals with a passion for financial services industry research and analysis.Cerulli's Product Development PracticeCerulli's U.S. Product Development practice focuses on trends related to asset managers' product development and management, including:Competitive analysis of financial products in the asset management industryAssessing opportunity for product development across asset classes, strategies, and vehiclesMarket sizing and projections of various retail and institutional investment productsDistribution and product positioning for investment products sold through intermediaries (e.g., financial advisors, DC retirement consultants/aggregators, and institutional consultants/OCIOs)Evaluation of emerging product trends to determine long‑term viabilityResponsibilities and DutiesWork with SimFund, Pitchbook as well as other third‑party databases to size the mutual fund, ETF, and other landscapes – supporting multiple Product Development practice reportsDraft insightful analyses based on trends gathered via survey data and executive interviews for publication in Cerulli researchAssist lead research analysts in the development and analysis of proprietary surveys, interfacing with Survey Analyst to administer surveys, analyze data, and chart resultsHelp develop focused research panels, calling and emailing targeted participants to increase survey participationCollaborate with other analysts across Cerulli practices on monthly and quarterly publicationsDuties include data‑gathering, analysis, chart creation and assembly, and writing commentaryHelp build and maintain relationships with financial institutions, investment asset managers, industry trade associations, and third‑party data vendorsPropose and develop new analyses to expand Cerulli's proprietary researchSupport consulting projects via project management and research tasksUpdate presentations based on new survey data and insightsSupport senior executive interviews about emerging industry trendsCreate insightful presentations that highlight key industry trends in an easy to understand formatThe position offers significant industry exposure, including interactions with senior executives throughout the industry, coverage in industry publications, and potentially presenting at conferences and events.Qualifications2-3 years' experience in financial services, preferably in a product strategy, product development, product management, research, or analytical role; Understanding of retail and/or institutional distribution channels is helpfulMust be hardworking, persistent, and enthusiastic and have a passion for the financial services industry and research and analysisKnowledge of both mutual funds and exchange‑traded funds (ETF) vehicles. Preferred knowledge of other investment vehicles (e.g., collective investment trusts, private commingled funds, interval funds). Understanding of alternative investment asset classes is a strong plusUnderstanding of active and passive investment philosophies and processesOutstanding project and time management skills, and strong attention to detailAbility to multi‑task and to change course quickly as neededProficient in Excel; able to manipulate, and analyze sizeable amounts of dataAptitude for synthesizing research, identifying trends, and providing commentary on relevant industry issuesSuperior verbal and written communication skills. Strong presentation skills with enthusiasm to deliver research findingsInterest in financial‑services‑related market research with an eye toward developing into a Cerulli Report writerInterest in cultivating a network of industry contacts for research purposesCapacity to respond productively to feedback and make ongoing improvements to approach and processPreference is for a candidate with a bachelor's degree in business, finance, economics or English/journalism#J-18808-Ljbffr