Description

The role of the Research Analyst is to support and further the macroeconomic research and investment manager due diligence conducted by the research team. The Research Analyst will work closely with directors and senior analysts to develop market research, conduct manager due diligence, and formalize investment recommendations to clients. 

The primary responsibilities of the research analyst role are the sourcing, due diligence, and analysis of investment managers and funds, and the development and maintenance of original market and economic research (whitepapers, newsletters, slide decks). The analyst will conduct investment manager meetings and attend conferences and annual meetings. The analyst will conduct thorough investment and operational due diligence and monitor client exposures and watchlist managers, communicating findings and recommendations via written reports. The analyst may support consultants by presenting research at client meetings. 

• Conduct investment manager due diligence and update meetings, summarize findings for consultants and clients
• Identify high quality investment managers and lead investment and operational due diligence
• Write reports on investment managers for internal and client use
• 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
• Serve as a resource for consultants
• Present research/manager due diligence at client meetings
• Represent Marquette at investment conferences and annual meetings

Requirements

• Bachelor’s degree required; MBA, CFA, and/or CAIA preferred
• 5+ years of experience; direct experience in manager research or equities preferred
• Intellectually honest, intellectually curious, and thoughtful
• Strong business writing skills and ability to verbally present information effectively and professionally
• Highly organized with strong prioritization and time management skills
• Heightened attention to detail and commitment to accuracy
• Ability to work independently in support of team and firm goals
• Ability to build relationships and work collaboratively with research team members, consultants, and marketing professionals
• Proficient in Microsoft Office; experience with Bloomberg, FactSet, eVestment a plus