Research Analyst, Private Equity

Marquette was founded in 1986 with the sole objective of providing investment consulting at the highest caliber of service. 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. 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. 

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

BENEFITS WE OFFER:Top tier healthcare coverage100% paid premium for disability and employee life insurance coverageHealth and Dependent Care FSA and HSA optionsCompany 401K contributionHybrid work policyPaid time off & 15+ holidaysSummer hoursEnhanced employee assistance programVolunteer opportunitiesTuition and education reimbursementCompany-wide events
Marquette Associates is proud to be an Equal Opportunity Employer.