Research Analyst, Private Equity

Marquette Associates; Chicago (IL); Híbrido; USD 85.000 - 130.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Top-tier healthcare

Disability & life insurance (100% paid

FSA/HSA options

401K contribution

Hybrid work policy

PTO & 15+ holidays

Summer hours

Employee assistance program

Tuition reimbursement

Company events

Descripción de la vacante

Marquette Associates, founded in 1986, seeks a Research Analyst with strong private market expertise in Chicago. You will lead due diligence, produce manager research and investment recommendations, and present at internal and external meetings. The role requires CFA/CAIA progress and 5–10 years of investment experience.

The position offers a hybrid work policy, top-tier benefits, and opportunities to influence client outcomes through rigorous analysis and professional presentation of findings.

Formación

• Bachelor’s degree in finance or related field with investment experience.
• 5–10 years of 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 professionally.

Responsabilidades

• Underwrite private equity funds and conduct extensive due diligence on buyout, mezzanine, venture capital, 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 annual meetings.
• Develop quantitative and qualitative analysis to support original Marquette research.
• Analyze market factors influencing asset classes.
• Serve as a resource for consultants.

Conocimientos

Bachelor’s degree

Investment experience (5–10 yrs)

CFA/CAIA progress

Private equity knowledge

Client service

Attention to detail

Multitasking

MS Office proficiency

Critical thinking

Communication skills

Educación

Bachelor’s degree in finance/investments

Progress towards CFA/CAIA

Herramientas

Microsoft Office

Descripción del empleo

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 Research Analyst will possess a strong understanding of the private market landscape and manager due diligence. The Research Analyst will lead and conduct due diligence meetings and express investment recommendations with conviction and support.

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

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

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.

We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

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.