Marquette Associates is an investment consulting firm founded in 1986, dedicated to providing high-quality service to its clients. The Research Associate will support asset class research and manager due diligence, including data analysis, report writing, and assisting research analysts.
Responsibilities
- Assist Research team members with generating reports and collecting data from eVestment, Bloomberg, FactSet, Pitchbook, and MSCI Private Capital
- Assemble client education material
- Write reports/analysis on investment managers for internal and client use
- Analyze overall market factors influencing the asset classes
- Write position and research papers on the asset classes
- Organize weekly agendas for Alternative IMC meetings and take and distribute meeting minutes each week
- Work with asset class leads to build client-ready manager search deliverables
- Track weekly Research team meeting schedules
- Develop deep expertise regarding the firm’s proprietary database, 'the Hub'
- Assist the Marketing team with manager data related to pitches, RFPs, and other information requests
- Maintain quarterly benchmark characteristics
- Serve as a resource for consultants
Skills
- Bachelor's degree with 1-3 years investment related experience in the financial service sector
- Strong attention to detail and highly organized with ability to work independently to meet deadlines
- Ability to multitask in a fast-paced environment and react to change positively
- Solid knowledge of Microsoft Office; ability to quickly learn new software applications
- Critical thinking skills, a self-starter with excellent follow-up abilities
- Professional communication and interpersonal skills
Benefits
- 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
Company Overview
Marquette Associates provides our clients with independent and thoughtful investment guidance. It was founded in 1986, and is headquartered in Chicago, Illinois, USA, with a workforce of 51-200 employees. Its website is https://marquetteassociates.com.