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
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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.
