Research Associate, Public Markets

Marquette Associates; Chicago (IL); Hybrid; USD 65,000 - 100,000; Full time

Benefits offered by this job

Healthcare coverage

Disability insurance

Life insurance

Health/Dependent Care FSA & HSA

401K

Hybrid work policy

Paid time off

Holidays

Summer hours

Employee assistance program

Tuition reimbursement

Company events

Job summary

Marquette Associates is seeking a Research Associate to support asset class research and manager due diligence, including data collection, reports, and meetings across public equities and fixed income.

The role requires a Bachelor's degree with 1-5 years in financial services, strong quantitative skills, and excellent communication. The position offers a starting salary of $65,000–$100,000, bonus eligibility up to 12%, and a hybrid work policy with comprehensive benefits.

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.

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

Attention to detail

Organization

Multitasking

Microsoft Office

Communication skills

Self-starter

Interpersonal skills

Education

Bachelor's degree in finance or related field

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:

• 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

Competencies for Success/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

$65,000 - $100,000 a year

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

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.