Marquette was founded in 1986 with the sole objective of providing investment consulting at the highest caliber of service. Our expertise is grounded in our commitment to client service — our team aims to be a trusted partner and as fiduciaries, our clients' interests and objectives are at the center of everything we do. Our approach brings together the real-world experience of our people and our dedication to creativity and critical thinking in order to empower our clients to meet their goals. The role of the Research Analyst is to support and further the investment manager due diligence conducted by the private markets research team. The Research Analyst will work closely with directors to conduct fund due diligence, analysis, market research, and investment recommendations to clients, specifically for private equity. The Research Analyst is responsible for evaluating private equity funds and relaying due diligence notes and recommendations through written reports and in-person meetings to Marquette consultants and clients. The Research Analyst is called upon to drive forward-thinking private equity research at Marquette and work independently.
\n ResponsibilitiesUnderwrite private equity funds for Marquette clients, conducting extensive due diligence on direct funds for buyout, mezzanine, venture capital, and other related sectors within the private equity universeWrite reports on investment managers for internal and client use Present research/manager due diligence at internal and external meetingsAttend weekly Investment Committee meetingsRepresent Marquette at investment conferences and annual meetingsDevelop quantitative and qualitative analysis to support original Marquette researchAnalyze overall market factors influencing the asset classesServe as a resource for consultants Qualifications:Bachelor's degree with 5-10 years investment related experience and progress towards CFA/CAIA Knowledge of the private markets industry and managers preferredStrong client service experience and ability to present information effectively and professionallyStrong attention to detail and highly organized with ability to work independently to meet deadlinesAbility to multitask in a fast-paced environment and react to change positivelyStrong Microsoft Office application skills with the ability to quickly learn new software applicationsCritical thinking skills: a self-starter with excellent follow-up abilitiesProfessional communication and interpersonal skills
\n$90,000 - $130,000 a year
\nBENEFITS WE OFFER: Top tier healthcare coverage
100% paid premium for disability and employee life insurance coverage
Health and Dependent Care FSA and HSA options
Company 401K contribution
Hybrid work policy
Paid time off & 15+ holidays
Summer hours
Enhanced employee assistance program
Volunteer opportunities
Tuition and education reimbursement
Company-wide events
Marquette Associates is proud to be an Equal Opportunity Employer.
