Private Equity Research Analyst - Hybrid, 15% Bonus

Lever, Inc.; 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  

Health and Dependent Care FSA and HSA

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

Job summary

Marquette Associates is seeking a Research Analyst to lead and conduct due diligence on private market managers, write reports, and present findings. You will underwrite private equity funds, analyze managers, attend Investment Committee meetings, and engage with clients.

The ideal candidate has a Bachelor's degree with 5-10 years in investments, progress toward CFA/CAIA, strong MS Office skills, and exceptional communication.

Qualifications

• Bachelor's degree required with 5–10 years investment experience.
• Completion of CFA or CAIA or progress towards it is preferred.
• Knowledge of private equity industry and managers.
• Strong client service and professional communication.
• Detail-oriented, organized, able to meet deadlines.
• Ability to multitask in a fast-paced environment.
• Strong MS Office skills; quick to learn new software.

Responsibilities

• Underwrite private equity funds and conduct extensive due diligence on buyout, mezzanine, VC and related sectors.
• Write reports on investment managers for internal and client use.
• Present research and due diligence findings at meetings.
• Attend weekly Investment Committee meetings.
• Represent Marquette at investment conferences and meetings.
• Develop quantitative and qualitative analysis to support research.
• Analyze market factors influencing asset classes.
• Serve as a resource for consultants.

Skills

Client service

Presentation skills

Attention to detail

Multitasking

Critical thinking

Interpersonal skills

Independent worker

Communication

Microsoft Office

Education

Bachelor's degree

CFA or CAIA in progress

Tools

MS Office

Job description

Marquette Associates is seeking a Research Analyst to lead and conduct due diligence on private market managers, write reports, and present findings. You will underwrite private equity funds, analyze managers, attend Investment Committee meetings, and engage with clients.

The ideal candidate has a Bachelor's degree with 5-10 years in investments, progress toward CFA/CAIA, strong MS Office skills, and exceptional communication.