The Research Analyst supports investment manager due diligence by researching private credit, preparing reports, presenting findings, and participating in investment meetings.
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 advance investment manager due diligence within Marquette by the private markets research team, with a primary focus on private credit. The Research Analyst will conduct fund due diligence, analysis, market research, and will prepare investment recommendations for Marquette clients and consultants. Responsibilities include evaluating private credit funds, monitoring existing manager relationships, documenting and distributing detailed due diligence notes to relevant stakeholders, and preparing investment recommendations through written reports and in-person meetings to Marquette consultants and clients. The Research Analyst is expected to drive forward-thinking private credit research and must demonstrate the ability to work both independently and collaboratively within the larger research team at Marquette.
The Research Analyst will demonstrate a strong understanding of the private markets landscape, including the ability to identify new opportunities and perform comprehensive manager due diligence. This role will lead and participate in due diligence meetings and deliver well-supported investment recommendations with confidence and clarity.
Responsibilities
- The duties include, but are not limited to, researching and analyzing private credit funds, development of original private credit research, creating Excel and PowerPoint presentations, and conducting meetings with senior professionals from private markets firms. Responsibilities also include the creation of white papers, newsletters, charts of the week, and educational materials to support client decision-making.
- Conduct in-depth research across a wide range of private credit assets to support investment decision-making and risk assessment
- Prepare detailed reports on investment managers for both internal and external client use
- Present research findings and manager due diligence at internal and external meetings
- Participate in weekly Alternative Investment Manager Committee meetings
- Represent Marquette at investment conferences and annual meetings
- Develop quantitative and qualitative analysis to support original Marquette research
- Monitor and analyze overall market factors influencing the asset classes
- Serve as a reliable private markets resource for consultants
Qualifications:
- Bachelor’s degree with minimum 5-10 years investment-related experience
- CFA, CAIA, or MBA preferred
- Strong knowledge of private markets and manager due diligence processes
- Proven client service skills and ability to present information effectively and professionally
- Exceptional attention to detail and organizational skills; ability to work independently to meet deadlines
- Ability to manage multiple priorities in a fast-paced environment and adapt positively to changes
- Proficiency in Microsoft Office applications and ability to quickly learn new software applications and tools
- Strong critical thinking skills: 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.
Top Skills
Excel
MS Office
PowerPoint
Marquette Associates Chicago, Illinois, USA Office
180 North LaSalle Street, Suite 3500, Chicago, Illinois, United States, 60601
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