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 Alternatives research team, with a primary focus on real assets. The Research Analyst will conduct fund due diligence, analysis, market research, and will prepare investment recommendations for Marquette clients and consultants.
Responsibilities
Conduct in-depth research across a wide range of real asset funds to support investment decision-making and risk assessmentProvide ongoing oversight for existing real assets managers with current Marquette client exposurePrepare detailed reports on investment managers for both internal and external client use Present research findings and manager due diligence at internal and external meetingsAnalyze market factors influencing the real assets market landscapeActively participate in weekly Alternative Investment Manager Committee meetingsRepresent Marquette at investment conferences and annual meetingsDevelop quantitative and qualitative analysis to support original Marquette researchMonitor and analyze overall market factors influencing the asset classesServe as a reliable real assets/private markets resource for consultants
Qualifications:
Bachelor’s degree with minimum 5-10 years investment-related experienceDirect experience in manager research, specifically within real assets investments requiredCFA, CAIA, or MBA preferredProven client service skills and ability to present information effectively and professionallyAbility to formulate and communicate high conviction recommendations both internally and externallyStrong critical thinking skills: self-starter with excellent follow-up abilitiesExceptional attention to detail and organizational skills; ability to work independently to meet deadlines, manage multiple priorities, and adapt positively to changesProficiency in Microsoft Office applications and ability to quickly learn new software applications and tools
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.
