Full-Time
Research Analyst
U.S. Equities
Confirmed live in the last 24 hours
Marquette Associates
51-200 employees
Investment consulting for institutional clients
Compensation Overview
$90k - $130kAnnually
Senior
Chicago, IL, USA
Hybrid position based in Chicago.
- 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
- 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
- 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 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
Marquette Associates provides investment consulting and advisory services primarily to institutional clients, such as pension plans, endowments, and foundations. The firm develops personalized investment strategies and manages portfolios by conducting in-depth research and analysis to help clients understand and navigate complex financial situations, including potential economic recessions. Marquette's business model is based on charging fees related to the assets under advisement, aligning its success with the performance of its clients' investments. The company distinguishes itself from competitors through its high client retention rate and commitment to fiduciary responsibility, aiming to be a trusted partner by delivering tailored investment programs that meet the specific needs of each client.
Company Stage
N/A
Total Funding
N/A
Headquarters
Chicago, Illinois
Founded
1986
6 month growth
↑ 0%1 year growth
↑ 0%2 year growth
↑ 0%
Simplify's Take
What believers are saying
- Growing demand for ESG strategies offers Marquette opportunities in specialized consulting services.
- AI-driven tools enhance Marquette's research capabilities for precise investment strategies.
- Interest in alternative investments allows Marquette to expand advisory services.
What critics are saying
- Robo-advisors offering low-cost services could erode Marquette's market share.
- Fee compression in the industry may pressure Marquette's revenue model.
- Volatility in cryptocurrency markets challenges traditional firms like Marquette.
What makes Marquette Associates unique
- Marquette offers personalized investment strategies tailored to institutional clients' unique needs.
- The firm conducts thorough research to help clients navigate complex financial landscapes.
- Marquette's high client retention rate reflects its commitment to fiduciary responsibility.
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