Employee Benefit Research Institute

Position Title/Short Description

Full Text of JOE Listing:

About the Role

Employee Benefit Research Institute (EBRI) seeks a Senior Research Associate specializing in retirement to join our team of research professionals. The Senior Research Associate serves as both an internal and external expert on a wide range of retirement topics and analytical techniques.

This person will help contribute to the retirement research agenda by leveraging existing in-house databases, producing analysis, and publishing reports. This candidate will represent EBRI capabilities and retirement research at conferences and to the press, policymakers, members, and prospective members.

This position is based in Washington, DC.

Job Responsibilities

• Develop, enhance, and maintain methodologies powering analysis on financial wellness and retirement readiness, including but not limited to asset accumulation, asset allocation, replacement rates, and retirement income.
• Analyze spending and savings patterns at both individual and household levels.
• Contribute to and execute the retirement research agenda in collaboration with a wide range of stakeholders.
• Serve as an internal and external expert on our retirement-oriented methodologies and defined contribution retirement topics.
• Promote EBRI retirement related research via social media, press, industry conferences, member events and other forums.
• Produce research copy and data visualizations that can be disseminated in multiple forms: presentations, long-form text reports, short summaries, infographics, and interactive Tableau dashboards.
• Continue recurring reports of descriptive statistics and create new research reports based on novel uses of EBRI’s proprietary data set.
• Collaborate with members, grantmaking institutions, academics, and associations on research initiatives.


Qualifications

• High levels of competence in managing, extracting, and interpreting information from large data sets.
• A Ph.D. in Finance, Economics, Financial Planning, Public Policy, or related field.
• Ability to explain sophisticated/complex topics to a wide range of audiences.
• At least four years' experience analyzing retirement and/or financial products including forecasting and market segmentation analysis, in a university or industry role.
• Subject matter expertise in relevant retirement topics, including U.S. retirement system and policy, retirement industry landscape, and accumulation and decumulation products and approaches.
• General knowledge of household finance, consumption, lifecycle models, pensions, and annuities.
• Expertise in producing statistical analysis using SAS, Stata, or R.
• Ability to build and maintain models in Fortran, MATLAB, or Python.
• Excellent English-language oral and written communication.
• Willingness to participate in knowledge-sharing and an entrepreneurial environment.
• Willingness to travel to EBRI, member, and industry events as Covid risks and concerns ease.
• Must be legally authorized to work in the U.S.

This role reports to the Director, Wealth Benefits Research. Salary for this position is competitive at $155,000 annually plus comprehensive benefits. To apply to this role, please send CV/resume, three references, and three writing samples to jobs@ebri.org.

About EBRI
The Employee Benefit Research Institute is a private, nonpartisan, nonprofit research institute based in Washington, DC, that focuses on health, savings, retirement, and economic security issues. EBRI conducts objective research and education to inform plan design and public policy, does not lobby and does not take policy positions. The work of EBRI is made possible by funding from its members and sponsors, which include a broad range of public, private, for-profit and nonprofit organizations. For more information go to www.ebri.org.