Research Associate, Private Equity

Job Description

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 Associate is to support the efforts of asset class research and manager due diligence. The duties include, but are not limited to, building investment manager searches, scheduling and taking minutes for regular Research meetings, collecting and analyzing data, attending investment manager meetings, and assisting research analysts with their responsibilities.

The Research Associate is expected to work with all members of the Research team on both manager and capital markets research across the private equity asset class. The position requires the Research Associate to be organized, a good communicator, a team player, and possess a strong quantitative skillset.Responsibilities:

Assist Research team members with generating reports and collecting data from eVestment, Bloomberg, FactSet, Pitchbook, and MSCI Private Capital

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 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 firm’s proprietary database, “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 consultantsCompetencies for Success/Qualifications:

Bachelor’s degree with 1-3 years investment related experience in the financial service sector

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

The starting salary offer will vary based on the applicant’s education, experience, skills, abilities, geographic location, internal equity, and alignment with market data. This position is also eligible to participate in the annual incentive plan, which includes a target bonus of 10% of base salary.

BENEFITS WE OFFER:

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

Marquette Associates is proud to be an Equal Opportunity Employer.

We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Full-time

Hybrid remote