Public Markets Research Associate – Manager Due Diligence

Wgaesf; Chicago (IL); Hybrid; USD 65,000 - 90,000; Full time

Benefits offered by this job

Healthcare coverage

Disability & life insurance

FSA/HSA options

401K contribution

PTO & holidays

Summer hours

Employee assistance program

Tuition reimbursement

Volunteer opportunities

Job summary

Marquette Associates invites applications for a Research Associate in Public Markets. This role supports asset class research and manager due diligence, building searches, and data analysis across public equities and fixed income.

The candidate will attend meetings, prepare reports, and collaborate with the Research team. The successful applicant should have strong organizational and communication skills, with solid quantitative ability and a team-oriented mindset.

Qualifications

• Bachelor’s degree with 1–5 years investment-related experience in the financial services 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.

Responsibilities

• Assist Research team members with generating reports and collecting data from eVestment, Bloomberg, FactSet, Pitchbook, and MSCI Private Capital.
• 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 Traditional 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.
• Serve as a resource for consultants.

Skills

Attention to detail

Organized

Multitasking

Communication

Interpersonal skills

Critical thinking

Self-starter

Follow-up

Education

Bachelor’s degree in finance or related field

Tools

Microsoft Office

Job description

Research Associate, Public Markets - Experienced

The role of the Research Associate is to support the efforts of asset class research and manager due diligence. The duties include, but are not limited to, building investment manager searches, scheduling and taking minutes for regular Research meetings, collecting and analyzing data, attending investment manager meetings, and assisting research analysts with their responsibilities.

The Research Associate is expected to work with all members of the Research team on both manager and capital markets research across the public equities and public fixed income asset classes. The position requires the Research Associate to be organized, a good communicator, a team player, and possess a strong quantitative skillset.

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 10-12% 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
• Paid time off & 15+ holidays
• Summer hours
• Enhanced employee assistance program
• Volunteer opportunities
• Tuition and education reimbursement

Marquette Associates is proud to be an Equal Opportunity Employer.

Job Responsibilities

• Assist Research team members with generating reports and collecting data from eVestment, Bloomberg, FactSet, Pitchbook, and MSCI Private Capital
• 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 Traditional 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
• Serve as a resource for consultants

Qualifications

• Bachelor’s degree with 1-5 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

How to Apply

*The opportunity and direct referral are intended for Evans Scholars and members of the WGA/ESF network.

Apply through Marquette Associates' online application . Once you apply, email your resume to Dan Puglisi (ESF Sr. Director, Career Services) for a direct referral.