Research Analyst, U.S. Equities

$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 at Marquette Associates plays a crucial role in supporting macroeconomic research and investment manager due diligence. This position involves collaborating with directors and senior analysts to conduct thorough market research, perform due diligence on investment managers, and formalize investment recommendations for clients. The role emphasizes a commitment to client service and aims to empower clients to achieve their investment goals through informed decision-making.

Responsibilities

• Conduct investment manager due diligence and update meetings, summarizing findings for consultants and clients.
• Identify high-quality investment managers and lead investment and operational due diligence.
• Write reports on investment managers for internal and client use.
• Analyze market factors influencing the U.S. equity market landscape.
• Develop quantitative and qualitative analysis to support original Marquette research.
• Write white papers on topical and academic research topics related to the capital markets.
• Assemble client education material.
• Serve as a resource for consultants.
• Present research/manager due diligence at client meetings.
• Represent Marquette at investment conferences and annual meetings.

Requirements

• Bachelor's degree required; MBA, CFA, and/or CAIA preferred.
• 5+ years of experience; direct experience in manager research or U.S. equities investments preferred.
• 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.
• Proficient in Microsoft Office; experience with Bloomberg, FactSet, eVestment a plus.

Benefits

• Top tier healthcare coverage.
• 100% paid premium for disability and employee life insurance coverage.
• Health and Dependent Care FSA and HSA options.
• Company 401K contribution.
• Hybrid work policy.
• Paid time off & 15+ holidays.
• Summer hours.
• Enhanced employee assistance program.
• Volunteer opportunities.
• Tuition and education reimbursement.
• Company-wide events.