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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

Additional Information

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.

Compensation

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.

Research Analyst, Public Equities

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