Research Analyst, Public Equities
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 further the macroeconomic research and investment manager due diligence conducted by the traditional research team. The Research Analyst will work closely with directors and senior analysts to develop market research, conduct manager due diligence, and formalize investment recommendations to clients.
Requirements
- Bachelorâs degree required
- 5+ years of experience; direct experience in manager research or equities 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
Nice To Haves
- MBA
- CFA
- CAIA
Responsibilities
- Conduct investment manager due diligence and update meetings, summarize 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
- Develop quantitative and qualitative analysis to support original Marquette research
- Write white papers on topical and academic research topics as 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
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
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Number of Employees
101-250 employees
