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 assessment
Provide ongoing oversight for existing real assets managers with current Marquette client exposure
Prepare detailed reports on investment managers for both internal and external client use
Present research findings and manager due diligence at internal and external meetings
Analyze market factors influencing the real assets market landscape
Actively participate in weekly Alternative Investment Manager Committee meetings
Represent Marquette at investment conferences and annual meetings
Develop quantitative and qualitative analysis to support original Marquette research
Monitor and analyze overall market factors influencing the asset classes
Serve as a reliable real assets/private markets resource for consultants

Qualifications:

Bachelor’s degree with minimum 5-10 years investment-related experience
Direct experience in manager research, specifically within real assets investments required
CFA, CAIA, or MBA preferred
Proven client service skills and ability to present information effectively and professionally
Ability to formulate and communicate high conviction recommendations both internally and externally
Strong critical thinking skills: self-starter with excellent follow-up abilities
Exceptional attention to detail and organizational skills; ability to work independently to meet deadlines, manage multiple priorities, and adapt positively to changes
Proficiency in Microsoft Office applications and ability to quickly learn new software applications and tools

$90,000 - $130,000 a year

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.

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.

Learn more about this Employer on their Career Site

Research Analyst, Real Assets