Research Analyst, Equities

Chicago, IL
Competitive salary, annual incentives, great company culture!
May 31, 2022
Jun 30, 2022
Industry Sector
Consulting Firm
Employment Type
Full Time

The role of the Research Analyst is to conduct investment manager due diligence and macroeconomic research to support the firm’s asset class recommendations and allocations. The duties include, but are not limited to, researching and analyzing managers on behalf of Marquette clients, maintaining expert knowledge of recommended managers, developing original research and analysis, and representing Marquette Associates externally to the investment community.

The Research Analyst will work with other members of the Research team to further develop the firm’s asset class expertise. The Research Analyst is considered an expert on his/her asset class and research topics and will be utilized in this manner throughout the firm. The Research Analyst is called upon to drive forward-thinking research at Marquette and serve as a resource for consultants.


  • Perform due diligence on investment managers and present findings and analysis at weekly Investment Manager Committee meetings
  • Write reports and update memos on investment managers for internal and client use
  • Analyze overall market factors influencing equity markets
  • Develop quantitative and qualitative analysis to support original Marquette research
  • Author articles and white papers on topical and academic research topics, as related to the capital markets
  • Write position and research papers on asset classes
  • Assemble client education material
  • Present research and manager due diligence findings at client meetings
  • Represent Marquette Associates at investment conferences

Competencies for Success/Qualifications:

  • Bachelor’s degree with two to five (2-5) years investment-related experience in the financial services sector or advanced degree in a relevant field (i.e., MBA, Law, Finance)
  • CFA Charterholder or pursuit of CFA preferred
  • Experience on the buyside or knowledge of a specific asset class preferred
  • Strong analytical, quantitative, and critical thinking skills
  • Well-developed writing and speaking abilities
  • Self-starter with strong sense of urgency and accountability
  • Strong attention to detail and highly organized with ability to work independently to meet deadlines
  • Professional communication and interpersonal skills, ability to present information to clients effectively
  • Ability to multitask in a fast-paced environment and react positively to change
  • Solid knowledge of Microsoft Office, experience with Bloomberg, FactSet or eVestment a plus; ability to quickly learn new software applications
  • You need to sign in to save