Research Analyst - Private Equity
About the job
- A bachelor's degree and 5–10 years of investment-related experience are required.
- Completion of or progress toward the Chartered Financial Analyst (CFA) or Chartered Alternative Investment Analyst (CAIA) credential is required.
- Knowledge of the private equity industry and its managers is required.
- Strong client service experience and the ability to present information effectively and professionally are required.
- Strong attention to detail and organization, with the ability to work independently and meet deadlines, are required.
- The ability to multitask in a fast-paced environment and respond positively to change is required.
- Strong Microsoft Office application skills and the ability to quickly learn new software applications are required.
- Critical thinking skills, self-direction, and strong follow-up abilities are required.
- Professional communication and interpersonal skills are required.
- Underwrite private equity funds for Marquette clients and conduct extensive due diligence on direct funds in buyout, mezzanine, venture capital, and related private equity sectors.
- Write reports on investment managers for internal and client use.
- Present research and manager due diligence at internal and external meetings.
- Attend weekly Investment Committee meetings.
- Represent Marquette at investment conferences and annual meetings.
- Develop quantitative and qualitative analyses to support original Marquette research.
- Analyze overall market factors influencing the asset classes.
- Serve as a resource for consultants.
About the company
Marquette Associates provides investment consulting services to institutional clients such as public and private pension plans, endowments, foundations, and other long-term investors. Its core offering is personalized investment strategies and portfolio management delivered through thorough research, market analysis, and proactive scenario planning (including recession assessment) to help clients navigate complex financial environments. The firm charges fees based on assets under advisement, aligning its revenue with client performance. A hallmark of Marquette is its high client retention and fiduciary responsibility, underscoring a focus on trusted, long-term partnerships. The goal is to be a reliable, trusted partner that delivers effective and tailored investment programs rather than pursuing the largest size in the market.
Company Size
51-200
Company Stage
N/A
Total Funding
N/A
Headquarters
Chicago, Illinois
Founded
1986
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Simplify's Take
What believers are saying
- January 16, 2026 added four partners, expanding leadership depth and ownership to 27 shareholders.
- September 7, 2026 Bloomberg Markets exposure elevated Jessica Noviskis and brand visibility.
- Marquette's 2026 speaking calendar spans AIF, 529, GAPPT, and IFEBP conferences.
What critics are saying
- Mercer, Aon, and WTW dominate consultant searches, squeezing Marquette's fee growth.
- Alex Fisher's July 22, 2026 memorial signals key-person fragility inside a relationship-driven business.
- Institutional mandates reprice quickly; weaker 2027 retention would hit revenue and ownership value.
What makes Marquette Associates unique
- Employee-owned since 1986, Marquette aligned consultants with institutional client outcomes.
- Marquette serves pensions, endowments, foundations, and Taft-Hartley plans, not retail investors.
- Chicago-led firm runs research-heavy consulting, with 2026 commentary from James Torgerson and colleagues.
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Benefits
- Health Insurance
- Life Insurance
- Disability Insurance
- Health Savings Account/Flexible Spending Account
- 401(k) Company Match
- Hybrid Work Options
- Unlimited Paid Time Off
- Paid Holidays
- Wellness Program
- Tuition Reimbursement
- Company Equity