The Research Analyst conducts investment research, performs due diligence, writes reports, and presents findings to clients, supporting the firm's investment objectives.
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.
Responsibilities
- Conduct investment manager due diligence and update meetings, summarize findings for consultants and clients
- Identify high quality investment managers and lead investment and operational due diligence
- Write reports on investment managers for internal and client use
- Develop quantitative and qualitative analysis to support original Marquette research
- Write white papers on topical and academic research topics as related to the capital markets
- Assemble client education material
- Serve as a resource for consultants
- Present research/manager due diligence at client meetings
- Represent Marquette at investment conferences and annual meetings
Qualifications:
- Bachelor’s degree required; MBA, CFA, and/or CAIA preferred
- 5+ years of experience; direct experience in manager research or equities preferred
- Intellectually honest, intellectually curious, and thoughtful
- Strong business writing skills and ability to verbally present information effectively and professionally
- Highly organized with strong prioritization and time management skills
- Heightened attention to detail and commitment to accuracy
- Ability to work independently in support of team and firm goals
- Ability to build relationships and work collaboratively with research team members, consultants, and marketing professionals
- Proficient in Microsoft Office; experience with Bloomberg, FactSet, eVestment a plus
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
Bloomberg
Evestment
Factset
MS Office
Marquette Associates Chicago, Illinois, USA Office
180 North LaSalle Street, Suite 3500, Chicago, Illinois, United States, 60601
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