Research Analyst, Private Credit

Marquette Associates•Chicago, IL

2d•$90,000 - $130,000•Hybrid

About The Position

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 â our team aims to be a trusted partner and as fiduciaries, our clientsâ 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 role of the Research Analyst is to support and advance investment manager due diligence within Marquette by the private markets research team, with a primary focus on private credit. The Research Analyst will conduct fund due diligence, analysis, market research, and will prepare investment recommendations for Marquette clients and consultants. Responsibilities include evaluating private credit funds, monitoring existing manager relationships, documenting and distributing detailed due diligence notes to relevant stakeholders, and preparing investment recommendations through written reports and in-person meetings to Marquette consultants and clients. The Research Analyst is expected to drive forward-thinking private credit research and must demonstrate the ability to work both independently and collaboratively within the larger research team at Marquette. The Research Analyst will demonstrate a strong understanding of the private markets landscape, including the ability to identify new opportunities and perform comprehensive manager due diligence. This role will lead and participate in due diligence meetings and deliver well-supported investment recommendations with confidence and clarity.

Requirements

Bachelorâs degree with minimum 5-10 years investment-related experience
Strong knowledge of private markets and manager due diligence processes
Proven client service skills and ability to present information effectively and professionally
Exceptional attention to detail and organizational skills; ability to work independently to meet deadlines
Ability to manage multiple priorities in a fast-paced environment and adapt positively to changes
Proficiency in Microsoft Office applications and ability to quickly learn new software applications and tools
Strong critical thinking skills: self-starter with excellent follow-up abilities
Professional communication and interpersonal skills

Nice To Haves

CFA, CAIA, or MBA preferred

Responsibilities

The duties include, but are not limited to, researching and analyzing private credit funds, development of original private credit 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.
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
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