Research Associate, Public Markets

Marquette Associates, Inc.; Chicago (IL); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Top tier healthcare coverage

Company 401K contribution

Paid time off & holidays

Tuition and education reimbursement

Job summary

Marquette Associates, Inc. is seeking a Research Associate to support asset class research and manager due diligence in Chicago. You will assist with manager searches, attend meetings, collect data, and help analysts with responsibilities across public equities and fixed income.

The role emphasizes organization, clear communication, teamwork, and strong quantitative skills to contribute to research efforts and client deliverables.

Qualifications

• Bachelor’s degree with 1–5 years investment related experience in the financial services sector.
• Strong organizational and communication skills with the ability to work independently to meet deadlines.
• Proficiency in spreadsheet and data analysis; ability to learn new software quickly.

Responsibilities

• Assist Research team with data collection from industry sources and prepare reports.
• Write reports/analysis on investment managers for internal and client use.
• Analyze market factors influencing asset classes and draft position papers.
• Organize weekly agendas for IMC meetings and take minutes.
• Support client-ready manager search deliverables with asset class leads.

Skills

Attention to detail

Organized

Communication

Multitasking

Quantitative skills

Education

Bachelor's degree

Tools

Microsoft Office

Job description

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
• 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

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

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.