Associate Director, European Retail

Cerulli Associates Europe Ltd
London, United Kingdom
Apr 10, 2018
May 11, 2018
Job Function
Industry Sector
Finance - General
Employment Type
Full Time

Cerulli Associates is a global research and consulting firm specializing in product and distribution analysis for the global asset management industry. For over 25 years, we have blended primary research and data analysis to bring perspective to current market conditions and forecasts for future developments. With a suite of research publications, an interactive data platform, and custom research and consulting offerings, we provide financial services firms with unparalleled guidance in strategic positioning and new business development.

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.

Position Overview:

This position is based in the London office and is charged with leading the firm's retail/wholesale research practice, which focuses on asset management product development and distribution trends in the United Kingdom, continental Europe, and the Nordics, including:

  • Distribution strategies for retail asset management products sold through direct or advisor-driven channels
  • Strategies for retail product and sales teams, including asset managers' product portfolios, sales team structures, resource allocation, etc
  • Shifts in distribution channel market share and underlying causes
  • Needs, challenges, risks, and opportunities facing financial distributors and their advisor forces
  • In-depth competitive analysis of the largest distributors across European markets
  • Regulatory change and its impact across different jurisdictions.

Responsibilities and Duties:

  • Lead the firm's European retail-focused research initiatives; including direct ownership of annual research reports, contribution to periodical reports, and consulting projects
  • Build quantitative surveys and models using third-party and proprietary data, including survey design, data gathering, data modeling, and analysis, and exhibit creation
  • Conduct ongoing qualitative research related to report themes, which includes interviewing senior executives about emerging industry trends
  • Travel throughout the U.K., continental Europe, and the Nordics in support of research initiatives, client service and ad hoc items as necessary
  • Manage report projects and deadlines
  • Monitor and analyse current industry trends
  • Attend and present at various industry conferences in the U.K., continental Europe, and the Nordics
  • Build and manage partnerships with industry trade associations and publications
  • Manage a four-person team of research analysts


  • 7 to 10 years of experience in financial services, preferably related to retail asset management product development, distribution, sales and product strategy, or market intelligence and research
  • Excellent knowledge of the fund industry and its main actors, especially retail asset management, products and investment strategies, and the major regulatory issues shaping the European asset management industry
  • Specific knowledge of the cross-border fund distribution industry, use of various fund domiciles, and the decision-making process that asset managers and distributors go through in relation to them
  • Exposure to product distributors (retail banks, private banks, family offices, fund supermarkets, robo-advisors, or other distribution platforms) and their investment decision-making process
  • Ability to cultivate a network of industry contacts for research purposes
  • Aptitude for synthesizing research, identifying trends, and providing commentary on relevant industry issues
  • Excellent organizational skills, strong attention to detail, proven project management experience and the ability and meet deadlines in a fast-paced environment
  • Proficient in Excel; able to manipulate, and analyze sizeable amounts of data; experience with SPSS and knowledge or familiarity with Broadridge and Morningstar databases is a plus
  • Superior writing skills combined with strong communication skills
  • Strong team spirit and interpersonal skills
  • Fluency in English is a requirement, other European languages an advantage
  • Finance-related University degree; completion of, or progress toward, CFA® or IMC is a plus


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