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 assessmentPrepare detailed reports on investment managers for both internal and external client use Present research findings and manager due diligence at internal and external meetingsActively 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 private markets resource for consultants Mentor and train junior Research staff members
Qualifications:
Bachelor’s degree in finance, economics, or related degreeMinimum of 5-10 years of demonstrated experience evaluating private credit managers and funds in an investment management or institutional consulting capacityCFA, CAIA, or MBA preferredStrong knowledge of private markets and manager due diligence processesDemonstrated experience and deep understanding of the private credit manager universeProven client service skills and ability to present information effectively and professionally in written and verbal formatsAbility to multitask in a fast-paced environment and react to change positivelyExceptional attention to detail and organizational skills; ability to work independently to meet deadlinesStrong critical thinking skills, self-starter with excellent follow-up abilitiesAbility to present information effectively and professionally to a range of audiences of varying degrees of sophisticationProficiency 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.
