Senior Analyst, Institutional Markets

Boston, Massachusetts (US)
Competitive base, plus annual bonus
08 Aug 2018
07 Sep 2018
Job Function
Employment Type
Full Time

Position Overview:

This position is based in the Boston Office in the Institutional practice and reports to the Director, Institutional. The practice focuses on trends in Institutional asset management markets, including:

  • Buying habits and preferences of institutions, including defined benefit plans, non-profits, and insurance companies
  • The influence of consultants in the institutional asset management market and strategies for asset managers to work with them
  • Structure of and trends in institutional sales and client service teams, including staffing, structure, and compensation
  • Trends in institutional asset allocation and portfolio construction, including asset class demand

This role has extensive analysis, data modeling, and writing responsibilities. Successful candidates are analytical and quantitatively-oriented, exhibit strong writing skills, work autonomously, are adaptable and comfortable working on multiple projects simultaneously, and seek to build deep industry expertise. They are also hardworking, persistent, and enthusiastic individuals with a passion for the financial services industry, and research and analysis.

The position offers significant industry exposure, including interactions with senior executives throughout the industry, coverage in industry publications, and potential to present at conferences and events.


Responsibilities and Duties:

  • Lead research initiatives for two annual research reports and contribute to the Cerulli Edge quarterly publication
  • 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



  • 6 to 10 years of experience in financial services, related to institutional asset management
  • Exposure to institutional asset management products and portfolio construction
  • Knowledge regarding various types of institutions and other market constituents, including investment consultants
  • 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 effectively work on several projects simultaneously and meet deadlines
  • Proficient in Excel; able to manipulate, and analyze sizeable amounts of data
  • Ability to cultivate a network of industry contacts for research purposes
  • College degree; completion of, or progress toward, advanced designations is a plus