Responsibilities
- The duties include, but are not limited to, researching and analyzing private credit funds, development of original private credit capital markets research, creating Excel and PowerPoint presentations, and conducting meetings with senior professionals from private markets firms. Responsibilities also include the creation of white papers, newsletters, charts of the week, and educational materials to support client decision-making. Additionally, the Senior Research Analyst will be expected to present recommendations and asset class specific educational materials to clients.
- Conduct in-depth research across a wide range of private credit assets to support investment decision-making and risk assessment
- 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
- 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 private markets resource for consultants
- Mentor and train junior Research staff members
Qualifications:
- Bachelor’s degree in finance, economics, or related degree
- Minimum of 5-10 years of demonstrated experience evaluating private credit managers and funds in an investment management or institutional consulting capacity
- CFA, CAIA, or MBA preferred
- Strong knowledge of private markets and manager due diligence processes
- Demonstrated experience and deep understanding of the private credit manager universe
- Proven client service skills and ability to present information effectively and professionally in written and verbal formats
- Ability to multitask in a fast-paced environment and react to change positively
- Exceptional attention to detail and organizational skills; ability to work independently to meet deadlines
- Strong critical thinking skills, self-starter with excellent follow-up abilities
- Ability to present information effectively and professionally to a range of audiences of varying degrees of sophistication
- Proficiency in Microsoft Office applications and the ability to quickly learn new software applications
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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.
