Full-Time

Research Associate

Posted on 7/11/2025

Marquette Associates

Marquette Associates

51-200 employees

Investment consulting for institutional clients

Compensation Overview

$65k - $100k/yr

Chicago, IL, USA

Hybrid

Hybrid work policy.

Category
Finance & Banking (1)
Required Skills
Bloomberg
Data Analysis
Requirements
  • Bachelor’s degree with 1-5 years investment related experience in the financial service sector or an undergraduate degree in a relevant field (i.e. MBA, Law, Finance)
  • Strong attention to detail and highly organized with ability to work independently to meet deadlines
  • Ability to multitask in a fast-paced environment and react to change positively
  • Solid knowledge of Microsoft Office; ability to quickly learn new software applications
  • Critical thinking skills, a self-starter with excellent follow-up abilities
  • Professional communication and interpersonal skills
Responsibilities
  • Assist Research team in generating reports and collecting data from eVestment, Bloomberg, Morningstar, and FactSet
  • Assemble client education material
  • Write reports/analysis on investment managers for internal and client use
  • Analyze overall market factors influencing the asset classes
  • Write position and research papers on the asset classes
  • Organize weekly agendas for Traditional/Alternative IMC meetings and take and distribute meeting minutes each week
  • Work with asset class leads to build client ready manager search deliverables
  • Track weekly Research team meeting schedules
  • Develop deep expertise regarding the Hub
  • Assist the Marketing team with manager data related to pitches, RFPs, and other information requests
  • Maintain quarterly benchmark characteristics
  • Serve as a resource for consultants

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

Simplify Jobs

Simplify's Take

What believers are saying

  • ESG integration accelerates with 73% U.S. pension plans adopting by 2025.
  • DC consulting market expands 12% yearly through 2025 for plan sponsors.
  • OCIO services adoption rises 18% among endowments since 2024.

What critics are saying

  • Mercer acquires Marquette in 12-24 months, eroding independence.
  • Callan and NEPC poach clients, cutting AUA 20-30% in 6-12 months.
  • BlackRock's Aladdin displaces fixed income research in 12-18 months.

What makes Marquette Associates unique

  • 100% employee ownership ensures complete independence since 1986.
  • Expertise in fixed income offense-defense balance for all-weather portfolios.
  • Specialized research on sustainable investing and ESG index tracking.

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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

INACTIVE