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
Skills Required
- Bachelor's degree
- 5-10 years of investment-related experience
- Completion of or progress toward CFA or CAIA
- Knowledge of the private equity industry and managers
- Strong client service experience
- Ability to present information effectively and professionally
- Strong attention to detail and organizational skills
- Ability to work independently and meet deadlines
- Ability to multitask in a fast-paced environment and adapt positively to change
- Strong Microsoft Office skills and ability to learn new software applications
- Critical thinking, self-starter attitude, and excellent follow-up abilities
- Professional communication and interpersonal skills
What We Do
Marquette Associates provides our clients with independent and thoughtful investment guidance. 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. Marquette was founded in 1986 with the sole objective of providing investment consulting at the highest caliber of service. In the decades since, we have maintained our independence in order to do so, both in expanding employee ownership and in keeping traditional and discretionary investment consulting our only source of revenue. 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. Contact us to learn more about our services, research, people, or careers using the form on our website below.
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