Senior Analyst, Retail - London

Job Description

Company Overview:For nearly 30 years, Cerulli has provided global asset and wealth management firms with unmatched, actionable insights.Headquartered in Boston with fully staffed offices in London and Singapore, Cerulli Associates is a global research and consulting firm that provides financial institutions with guidance in strategic positioning and new business development. Our analystsblend industry knowledge, original research, and data analysis to bring perspective to current market conditions and forecasts for future developments.Position Overview:This Senior Analyst position is based in London and reports to the Director of the European Wholesale/Retail Research practice.The role is centered around the creation of in-depth research and analysis on the asset and wealth management industry with a particular focus on distribution, strategy, sales and marketing trends across a variety of European countries and produce industry-leadingresearch and advice for the worlds largest asset managers and other service providers.Cerullis research process consists of three primary elements:

• Analysis of existing data from various industry bodies (e.g.; associations, regulatory bodies, etc)
• Collection of new data through Cerullis proprietary surveys
• Executive interviews with senior managers at fund management, distribution, and other financial services firms across Europe

The result of Cerullis proven research methodology is a family of industry-leading thought leadership studies, data services, and custom research and consulting services utilized by the worlds largest asset management firms to shape their product and distributionstrategies.Responsibilities and Duties:The Senior Analyst is tasked with leading research initiatives for our Wholesale/Retail Asset Management practice and is responsible for producing annual research reports, contributing to Cerullis periodical family of publications The Cerulli Edge, andworking on our custom research and strategic consulting projects.The successful candidate will possess extensive insight into Europes fund management industry, as well as proven quantitative analysis and writing skills.The Senior Analyst will:

• Act as project lead and primary author for research content related to the European retail asset management industry;
• Build and cultivate relationships with business leaders and executives at distributors (e.g.; banks, private banks, IFA networks, , DFMs, etc);
• Use that network to conduct ongoing qualitative research interviews related to research themes;
• Present at, client events, and industry webcasts;
• Build and manage relationships and partnerships with industry trade associations and publications;
• Work with teammates to construct and launch surveys to asset managers, distributors, financial advisors, etc;
• Work with sales and client service team to provide support on client inquiries related to the practices research content;
• Manage report projects and deadlines;
• Work with other team members to provide strategic consulting to the asset management community, focusing on market-entry strategies, product-viability analysis, investors and intermediaries behaviours, competitive benchmarking, customised industry researchand thought leadership.
• Use existing data sources (e.g.; Broadridge, Morningstar, etc) and find new sources of data to create exhibits relevant to our qualitative findings.

Qualifications:

• At least 5 years of experience in the asset management industry (product development, product management, market intelligence and strategy functions preferred) or in distribution-related analytical functions (fund analyst, fund or manager selection, platformmanagement, etc);
• An in-depth and detailed knowledge of the European mutual funds and ETFs landscape;
• Experience in the analysis of various asset classes and investment vehicles such as equity, bond and ETFs
• Proven analysis and writing skills;
• Aptitude for synthesizing data, identifying long-term trends, and providing commentary on relevant industry issues;
• Ability to cultivate a network of industry contacts for research purposes;
• Proficiency in Microsoft Excel and general data manipulation;
• Strong attention to detail and emphasis on accuracy;
• Ability to multi-task and meet deadlines;
• Knowledge or familiarity with Broadridge and Morningstar databases a plus;
• Finance-related University degree, CFA, or IMC a plus.