Research Analyst, Private Markets

Marquette Associates; Chicago (IL); Hybrid; USD 90,000 - 180,000; Full time

Job summary

A leading investment consulting firm is seeking a Research Analyst to support macroeconomic research and investment manager due diligence. This role involves conducting extensive market research, underwriting private equity funds, and working closely with executives to deliver insightful analysis and recommendations to clients. Candidates should possess a Bachelor's degree and have at least 5 years of relevant experience, along with critical thinking and strong communication skills.

Benefits

Top tier healthcare coverage

100% paid premium for disability and life insurance

Company 401K contribution

Paid time off & 15+ holidays

Tuition and education reimbursement

Qualifications

• Minimum of 5-10 years investment-related experience.
• Progress towards CFA/CAIA preferred.
• Knowledge of private markets industry required.

Responsibilities

• Underwrite private equity funds and conduct due diligence.
• Write reports on investment managers for client use.
• Present research findings at meetings.

Skills

Client service experience

Attention to detail

Critical thinking

Multi-tasking

Communication skills

Education

Bachelor's degree

Tools

Microsoft Office

Job description

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 further the macroeconomic research and investment manager due diligence conducted by the alternatives research team. The Research Analyst will work closely with directors and senior analysts to provide market research, investment due diligence, analysis, and investment recommendations to clients.

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 a minimum of 5-10 years investment related experience and progress towards CFA/CAIA
• Knowledge of the private markets industry and managers required
• 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

$90,000 - $180,000 a year

Research Analyst: Requires 5 years of experience. Salary range $90,000 - 130,000, target bonus 15%.

Senior Research Analyst: Requires 5 - 10 years of experience. Salary range $120,000 - 180,000, target bonus 18%.

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.

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.