Research Associate
Chicago
Research /
Full-Time /
Hybrid
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 research analysts and senior research analysts on the Research team. 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 analyst with their responsibilities.
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
Qualifications
- 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
$65,000 - $100,000 a year
Research Associate: Requires 1 year of experience. Salary range $65,000 - $80,000, target bonus 10%.
Associate Research Analyst: Requires 3+ years of experience. Salary range $75,000 - $100,000, target bonus 12%.
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.
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.
