The Senior Research Analyst evaluates private credit funds, conducts due diligence, prepares investment recommendations, and provides market analysis to clients.
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 Senior 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 capital markets 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. Additionally, the Senior Research Analyst will be expected to present recommendations and asset class specific educational materials to clients.
- 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
- Actively 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
- Mentor and train junior Research staff members
Qualifications:
- Bachelor’s degree in finance, economics, or related degree
- Minimum of 5-10 years of demonstrated experience evaluating private credit managers and funds in an investment management or institutional consulting capacity
- CFA, CAIA, or MBA preferred
- Strong knowledge of private markets and manager due diligence processes
- Demonstrated experience and deep understanding of the private credit manager universe
- Proven client service skills and ability to present information effectively and professionally in written and verbal formats
- Ability to multitask in a fast-paced environment and react to change positively
- Exceptional attention to detail and organizational skills; ability to work independently to meet deadlines
- Strong critical thinking skills, self-starter with excellent follow-up abilities
- Ability to present information effectively and professionally to a range of audiences of varying degrees of sophistication
- Proficiency in Microsoft Office applications and the ability to quickly learn new software applications
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
Similar Jobs
Cloud • Computer Vision • Information Technology • Sales • Security • Cybersecurity
Design, lead, and evolve the Channel Integrity Program to manage risks related to bribery, corruption, and fraud, utilizing predictive analytics and compliance strategies.
Top Skills:
AIData ScienceMachine LearningSalesforce
Cloud • Computer Vision • Information Technology • Sales • Security • Cybersecurity
The Director, Customer Value Architects manages a team supporting customer onboarding and success while ensuring optimal use of the company's cybersecurity platform. They promote sales growth, analyze business value, and mentor their team.
Top Skills:
CRMCybersecurity Software SolutionsMarketing Software
Cloud • Computer Vision • Information Technology • Sales • Security • Cybersecurity
The Security Advisor I ensures customer security posture and health for Falcon Complete, providing recommendations and support to improve security, troubleshoot customer issues, and document interactions effectively.
Top Skills:
LinuxmacOSMdrSIEMUebaWindowsXdr
What you need to know about the Chicago Tech Scene
With vibrant neighborhoods, great food and more affordable housing than either coast, Chicago might be the most liveable major tech hub. It is the birthplace of modern commodities and futures trading, a national hub for logistics and commerce, and home to the American Medical Association and the American Bar Association. This diverse blend of industry influences has helped Chicago emerge as a major player in verticals like fintech, biotechnology, legal tech, e-commerce and logistics technology. It’s also a major hiring center for tech companies on both coasts.
Key Facts About Chicago Tech
- Number of Tech Workers: 245,800; 5.2% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: McDonald’s, John Deere, Boeing, Morningstar
- Key Industries: Artificial intelligence, biotechnology, fintech, software, logistics technology
- Funding Landscape: $2.5 billion in venture capital funding in 2024 (Pitchbook)
- Notable Investors: Pritzker Group Venture Capital, Arch Venture Partners, MATH Venture Partners, Jump Capital, Hyde Park Venture Partners
- Research Centers and Universities: Northwestern University, University of Chicago, University of Illinois Urbana-Champaign, Illinois Institute of Technology, Argonne National Laboratory, Fermi National Accelerator Laboratory
