Marquette Associates
Research Analyst, Public Equities
Marquette Associates, Chicago, Illinois, United States, 60290
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.
We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.
The starting salary offer will vary based on the applicant’s education, experience, skills, abilities, geographic location, internal equity, and alignment with market data. This position is also eligible to participate in the annual incentive plan, which includes a target bonus of 15% of base salary.
Seniority level Not Applicable
Employment type Full-time
Job function Research, Analyst, and Information Technology
Base pay range $90,000.00/yr - $130,000.00/yr
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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.
We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.
The starting salary offer will vary based on the applicant’s education, experience, skills, abilities, geographic location, internal equity, and alignment with market data. This position is also eligible to participate in the annual incentive plan, which includes a target bonus of 15% of base salary.
Seniority level Not Applicable
Employment type Full-time
Job function Research, Analyst, and Information Technology
Base pay range $90,000.00/yr - $130,000.00/yr
#J-18808-Ljbffr