Research Analyst, Real Assets
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 — our team aims to be a trusted partner and as fiduciaries, our clients’ 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 advance investment manager due diligence within Marquette by the Alternatives research team, with a primary focus on real assets. The Research Analyst will conduct fund due diligence, analysis, market research, and will prepare investment recommendations for Marquette clients and consultants.
Responsibilities
• Conduct in-depth research across a wide range of real asset funds to support investment decision-making and risk assessment
• Provide ongoing oversight for existing real assets managers with current Marquette client exposure
• Prepare detailed reports on investment managers for both internal and external client use
• Present research findings and manager due diligence at internal and external meetings
• Analyze market factors influencing the real assets market landscape
• Actively participate in weekly Alternative Investment Manager Committee meetings
• Represent Marquette at investment conferences and annual meetings
• Develop quantitative and qualitative analysis to support original Marquette research
• Monitor and analyze overall market factors influencing the asset classes
• Serve as a reliable real assets/private markets resource for consultants
Requirements
• Bachelor’s degree with minimum 5-10 years investment-related experience
• Direct experience in manager research, specifically within real assets investments required
• Proven client service skills and ability to present information effectively and professionally
• Ability to formulate and communicate high conviction recommendations both internally and externally
• Strong critical thinking skills: self-starter with excellent follow-up abilities
• Exceptional attention to detail and organizational skills; ability to work independently to meet deadlines, manage multiple priorities, and adapt positively to changes
• Proficiency in Microsoft Office applications and ability to quickly learn new software applications and tools
Nice-to-haves
• CFA, CAIA, or MBA preferred
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
Apply Now
Apply Now
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 — our team aims to be a trusted partner and as fiduciaries, our clients’ 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 advance investment manager due diligence within Marquette by the Alternatives research team, with a primary focus on real assets. The Research Analyst will conduct fund due diligence, analysis, market research, and will prepare investment recommendations for Marquette clients and consultants.
Responsibilities
• Conduct in-depth research across a wide range of real asset funds to support investment decision-making and risk assessment
• Provide ongoing oversight for existing real assets managers with current Marquette client exposure
• Prepare detailed reports on investment managers for both internal and external client use
• Present research findings and manager due diligence at internal and external meetings
• Analyze market factors influencing the real assets market landscape
• Actively participate in weekly Alternative Investment Manager Committee meetings
• Represent Marquette at investment conferences and annual meetings
• Develop quantitative and qualitative analysis to support original Marquette research
• Monitor and analyze overall market factors influencing the asset classes
• Serve as a reliable real assets/private markets resource for consultants
Requirements
• Bachelor’s degree with minimum 5-10 years investment-related experience
• Direct experience in manager research, specifically within real assets investments required
• Proven client service skills and ability to present information effectively and professionally
• Ability to formulate and communicate high conviction recommendations both internally and externally
• Strong critical thinking skills: self-starter with excellent follow-up abilities
• Exceptional attention to detail and organizational skills; ability to work independently to meet deadlines, manage multiple priorities, and adapt positively to changes
• Proficiency in Microsoft Office applications and ability to quickly learn new software applications and tools
Nice-to-haves
• CFA, CAIA, or MBA preferred
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
Apply Now
Apply Now