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
Skills Required
- Bachelor's degree
- 1-5 years investment-related experience in financial services
- Strong quantitative skillset
- Experience using eVestment
- Experience using Bloomberg
- Experience using FactSet
- Experience using PitchBook
- Experience using MSCI Private Capital
- Solid knowledge of Microsoft Office
- Strong attention to detail, organization, and ability to multitask and meet deadlines
- Professional communication and interpersonal skills
- Ability to quickly learn new software and develop expertise in proprietary databases (the Hub)
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.
