Research Analyst, Private Equity

The role of the Research Analyst is to support and further the macroeconomic research and investment manager due diligence conducted by the alternatives research team. The Research Analyst will work closely with directors and senior analysts to provide market research, investment due diligence, analysis, and investment recommendations to clients. The Research Analyst is responsible for describing market conditions and relaying due diligence notes and recommendations through written reports and in-person meetings. The Research Analyst is called upon to drive forward-thinking research at Marquette and work independently.

The duties include, but are not limited to, researching and analyzing managers of Marquette clients, data collection and organization, development of original research, creating Excel and PowerPoint presentations and conducting meetings with senior executives from private equity firms as part of our research coverage. The Research Analyst will collaborate and be responsible for the creation of whitepapers, newsletters, charts and asset class education presentation decks. 

The Research Analyst will develop a strong understanding of the private equity landscape as well as private market manager due diligence. The Research Analyst will learn to lead and conduct due diligence meetings and express investment recommendations with conviction and support. The expectation is for the role to lead to dedicated manager coverage responsibilities. 

Responsibilities:

• Develop quantitative and qualitative analysis to support original Marquette research
• Write white papers on topical and academic research topics as related to the capital markets
• Assemble client education material
• Write reports on investment managers for internal and client use
• Analyze overall market factors influencing the asset classes
• Write research papers on the asset classes
• Serve as a resource for consultants
• Present research/manager due diligence at meetings
• Attend weekly Investment Committee meetings
• Represent Marquette at investment conferences and annual meetings

Competencies for Success/Qualifications:

• Bachelor’s degree with 5-10 years investment related experience and progress towards CFA/CAIA
• Knowledge of private equity industry and managers preferred
• Strong client service experience and ability to present information effectively and professionally
• 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
• Strong Microsoft Office application skills with the ability to quickly learn new software applications
• Critical thinking skills: a self-starter with excellent follow-up abilities
• Professional communication and interpersonal skills