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, Expert
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 downturns. Unlike many competitors, Marquette focuses on building long-term relationships with clients, emphasizing fiduciary responsibility and high client retention rates. The company's goal is to be a trusted partner in investment management, delivering tailored solutions that meet the specific needs of each client.
Company Stage
N/A
Total Funding
N/A
Headquarters
Chicago, Illinois
Founded
1986
6 month growth
↑ 7%1 year growth
↑ 7%2 year growth
↑ 7%
Simplify's Take
What believers are saying
- High client retention rates indicate strong client satisfaction and trust, which can lead to long-term job security and career growth opportunities.
- Working at Marquette offers exposure to a diverse range of institutional clients and complex financial scenarios, providing valuable experience and professional development.
- The firm's commitment to fiduciary responsibility and personalized strategies fosters a culture of integrity and client-focused service, which can be highly rewarding for employees.
What critics are saying
- The financial services industry is highly competitive, and Marquette must continuously innovate to maintain its edge and avoid losing clients to larger firms.
- Economic downturns or poor market conditions could negatively impact the firm's revenue, as their fee structure is tied to the performance of clients' investments.
What makes Marquette Associates unique
- Marquette Associates focuses exclusively on institutional clients, providing highly specialized investment consulting services tailored to the unique needs of public and private pension plans, endowments, and foundations.
- Their fee structure, based on assets under advisement, aligns their financial success directly with the performance of their clients' investments, ensuring mutual interests.
- Marquette's proactive approach in assessing economic conditions and their impact on investment portfolios sets them apart from competitors who may take a more reactive stance.