Research Associate, Public Markets

Marquette Associates

$65K — $100K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree with 1-5 years of experience in financial services
  • Strong attention to detail and organizational skills
  • Ability to multitask and adapt to a fast-paced environment
  • Solid knowledge of Microsoft Office and quick to learn new software
  • Excellent critical thinking and communication abilities

Responsibilities

  • Assist the Research team with data collection and report generation
  • Write and prepare client education materials
  • Conduct analysis and reports on investment managers
  • Analyze market factors affecting asset classes
  • Organize and manage agendas for weekly meetings
  • Develop client-ready deliverables with asset class leads
  • Support the Marketing team with data for pitches and RFPs

Benefits

  • Top-tier healthcare coverage
  • Comprehensive disability and employee life insurance
  • Flexible spending account options
  • Company 401K contributions
  • Hybrid work policy
  • Paid time off along with over 15 holidays
  • Summer hours and enhanced employee assistance
  • Tuition reimbursement and company-wide events
Full Job Description
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 public equities and public fixed income asset classes. 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 Traditional 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 consultants Competencies for Success/Qualifications: - Bachelor's degree with 1-5 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 $65,000 - $100,000 a year 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 10-12% 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

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