Research Associate, Public Markets

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

Benefits offered by this job

Healthcare coverage

Disability and life insurance

FSA/HSA options

401K

Hybrid work

Paid time off

Summer hours

Employee assistance program

Volunteer opportunities

Tuition reimbursement

Company events

Job summary

Marquette Associates seeks a Research Associate to support asset class research and manager due diligence. The role involves building investment manager searches, data collection from multiple data sources, preparing client materials, and contributing to market analysis across public equities and fixed income.

The ideal candidate has 1–5 years in financial services, strong quantitative and communication skills, and comfort with fast-paced, collaborative work.

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
• Professional communication and interpersonal skills
• Solid knowledge of Microsoft Office; ability to quickly learn new software applications
• Critical thinking skills, a self-starter with excellent follow-up abilities

Responsibilities

• Assist Research team members with generating reports and collecting data from eVestment, Bloomberg, FactSet, Pitchbook, and MSCI Private Capital
• Assemble client education material
• 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
• Maintain quarterly benchmark characteristics
• Serve as a resource for consultants

Skills

Quantitative analysis

Professional communication

Team player

Attention to detail

Microsoft Office

Adaptability

Education

Bachelor's degree

Tools

eVestment

Bloomberg

FactSet

Pitchbook

MSCI Private Capital

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 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.

Responsibilities and Qualifications

• Assist Research team members with generating reports and collecting data from eVestment, Bloomberg, FactSet, Pitchbook, and MSCI Private Capital
• Assemble client education material
• 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
• Maintain quarterly benchmark characteristics
• Serve as a resource for consultants
• 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

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.