Private Equity Research Analyst: Diligence & Presentations

Marquette Associates; Chicago (IL); Hybrid; USD 90,000 - 130,000; Full time

Benefits offered by this job

Top tier healthcare coverage

100% paid premium for disability and V

Employee life insurance

Health and Dependent Care FSA and HSA

Company 401K contribution

PTO and 15+ holidays

Summer hours

Employee assistance program

Volunteer opportunities

Tuition and education reimbursement

Job summary

Marquette Associates in Chicago seeks a Research Analyst with a strong understanding of private markets to lead due diligence meetings and present investment recommendations with conviction and supporting analysis. The role underwrites private equity funds, writes manager reports, and participates in Investment Committee discussions.

Qualifications include a bachelor’s degree with 5–10 years in investments and progress toward CFA/CAIA, plus excellent client service, communication, and

Qualifications

• Bachelor’s degree with 5-10 years investment related experience
• Completion of or progress towards CFA or CAIA
• Knowledge of the private equity industry and managers
• Strong client service experience and ability to present information effectively and professionally
• 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
• Strong Microsoft Office application skills with the ability to quickly learn new software applications
• Critical thinking skills: a self-starter with excellent follow-up abilities
• Professional communication and interpersonal skills

Responsibilities

• Underwrite private equity funds for Marquette clients, conducting extensive due diligence on direct funds for buyout, mezzanine, venture capital, and other related sectors within the private equity universe
• Write reports on investment managers for internal and client use
• Present research/manager due diligence at internal and external meetings
• Attend weekly Investment Committee meetings
• Represent Marquette at investment conferences and annual meetings
• Develop quantitative and qualitative analysis to support original Marquette research
• Analyze overall market factors influencing the asset classes
• Serve as a resource for consultants

Skills

Client service

Presentation skills

Attention to detail

Multitasking

Communication

Microsoft Office

Critical thinking

Education

Bachelor’s degree

CFA or CAIA in progress

Tools

Microsoft Office

Job description

Marquette Associates in Chicago seeks a Research Analyst with a strong understanding of private markets to lead due diligence meetings and present investment recommendations with conviction and supporting analysis. The role underwrites private equity funds, writes manager reports, and participates in Investment Committee discussions.

Qualifications include a bachelor’s degree with 5–10 years in investments and progress toward CFA/CAIA, plus excellent client service, communication, and