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 macroeconomic research and investment manager due diligence conducted by the traditional research team. The Research Analyst will work closely with directors and senior analysts to develop market research, conduct manager due diligence, and formalize investment recommendations to clients.
\n ResponsibilitiesConduct investment manager due diligence and update meetings, summarize findings for consultants and clientsIdentify high quality investment managers and lead investment and operational due diligenceWrite reports on investment managers for internal and client use Analyze market factors influencing the U.S. equity market landscapeDevelop quantitative and qualitative analysis to support original Marquette researchWrite white papers on topical and academic research topics as related to the capital marketsAssemble client education materialServe as a resource for consultants Present research/manager due diligence at client meetingsRepresent Marquette at investment conferences and annual meetings Qualifications:Bachelor's degree required; MBA, CFA, and/or CAIA preferred5+ years of experience; direct experience in manager research or U.S. equities investments preferredIntellectually honest, intellectually curious, and thoughtful Strong business writing skills and ability to verbally present information effectively and professionallyHighly organized with strong prioritization and time management skillsHeightened attention to detail and commitment to accuracy Ability to work independently in support of team and firm goalsAbility to build relationships and work collaboratively with research team members, consultants, and marketing professionalsProficient in Microsoft Office; experience with Bloomberg, FactSet, eVestment a plus
\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.