Responsibilities
- Conduct in-depth research across a wide range of real asset funds to support investment decision-making and risk assessment
- Provide ongoing oversight for existing real assets managers with current Marquette client exposure
- Prepare detailed reports on investment managers for both internal and external client use
- Present research findings and manager due diligence at internal and external meetings
- Analyze market factors influencing the real assets market landscape
- Actively participate in weekly Alternative Investment Manager Committee meetings
- Represent Marquette at investment conferences and annual meetings
- Develop quantitative and qualitative analysis to support original Marquette research
- Monitor and analyze overall market factors influencing the asset classes
- Serve as a reliable real assets/private markets resource for consultants
Qualifications:
- Bachelor’s degree with minimum 5-10 years investment-related experience
- Direct experience in manager research, specifically within real assets investments required
- CFA, CAIA, or MBA preferred
- Proven client service skills and ability to present information effectively and professionally
- Ability to formulate and communicate high conviction recommendations both internally and externally
- Strong critical thinking skills: self-starter with excellent follow-up abilities
- Exceptional attention to detail and organizational skills; ability to work independently to meet deadlines, manage multiple priorities, and adapt positively to changes
- Proficiency in Microsoft Office applications and ability to quickly learn new software applications and tools
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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.
