Research Analyst, Sustainable Investing

$90,000 - $130,000/Yr

Marquette Associates - Chicago, IL

Full-time - Mid Level

Chicago, IL

Professional, Scientific, and Technical Services

About the position

The Research Analyst position at Marquette Associates focuses on supporting the firm's sustainable investing expertise and analysis. The role involves collaborating with directors and senior analysts to conduct market research, perform manager due diligence, and formalize investment recommendations for clients. The analyst will also lead ESG education initiatives and contribute to the development of sustainable investment strategies.

Responsibilities

• Maintain list of sustainable strategies approved and/or in Research team's pipeline
• Coordinate general inquiries from consultants on approved/pipeline sustainable managers
• Work with lead research analyst on new sustainable ideas; serve as a liaison between the general marketplace / consultant demand and the lead research analyst
• Assist in screening for new ideas
• Lead ESG education for the broader research team
• Serve as an asset class generalist and conduct due diligence on impact, ESG, and sustainable strategies
• Work with Research SIG Committee Chair on meeting with the 'Head of Sustainability' at pertinent asset management firms
• Assist with developing Marquette's ESG integration evaluation scheme
• Work with lead asset class analyst on ESG/sustainability research white papers
• Develop expertise of racial equity/DEI incorporation in investment portfolios
• Serve as liaison for MSCI ESG Reporting tool
• Develop investment policy language to serve as baseline for various versions of sustainable investing
• Collaborate with Marketing team and consultants on presentation materials
• Present at client meetings as needed
• Organize quarterly broad SIG committee meetings
• Work with steering committee to update marketing/expertise slides, particularly trends data
• Attend ESG/sustainable conferences and industry webinars and provide notes
• Serve as the Marquette representative to the ICSWG

Requirements

• Bachelor's degree required; MBA, CFA, and/or CAIA preferred
• 3+ years of experience; direct experience in manager research or investments preferred
• Passion for sustainable investing and corporate social responsibility
• Intellectually honest, intellectually curious, and thoughtful
• Strong business writing skills and ability to verbally present information effectively and professionally
• Highly organized with strong prioritization and time management skills
• Heightened attention to detail and commitment to accuracy
• Ability to work independently in support of team and firm goals
• Ability to build relationships and work collaboratively with research team members, consultants, and marketing professionals
• Knowledge of U.N. Sustainable Development Goals
• Proficient in Microsoft Office; experience with MSCI ESG Research tool, experience with Bloomberg, FactSet, eVestment a plus

Benefits

• 401(k) matching
• Disability insurance
• Employee assistance program
• Flexible spending account
• Health insurance
• Health savings account
• Life insurance
• Paid time off & 15+ holidays
• Summer hours
• Enhanced employee assistance program
• Volunteer opportunities
• Tuition and education reimbursement
• Company-wide events