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 Research Analyst will possess a strong understanding of the private market landscape and manager due diligence. The Research Analyst will lead and conduct due diligence meetings and express investment recommendations with conviction and support.
Responsibilities
- Underwrite 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 universe
- Write reports on investment managers for internal and client use
- Present research/manager due diligence at internal and external meetings
- Attend weekly Investment Committee meetings
- Represent Marquette at investment conferences and annual meetings
- Develop quantitative and qualitative analysis to support original Marquette research
- Analyze overall market factors influencing the asset classes
- Serve as a resource for consultants
Qualifications:
- Bachelor’s degree with 5-10 years investment related experience
- Completion of or progress towards CFA or CAIA
- Knowledge of the private equity industry and managers
- Strong client service experience and ability to present information effectively and professionally
- Strong attention to detail and highly organized with ability to work independently to meet deadlines
- Ability to multitask in a fast-paced environment and react to change positively
- Strong Microsoft Office application skills with the ability to quickly learn new software applications
- Critical thinking skills: a self-starter with excellent follow-up abilities
- Professional communication and interpersonal skills
BENEFITS 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.
- Locations
- Chicago, Illinois, United States
- Timezones
- United States
- Education
- bachelor degree
- Experience
- 5+ years