Marquette Associates

Marketing

• Format and produce presentations for marketing and client-facing use
• Design and publish research deliverables, internal graphics, and sponsorship collateral
• Review and refine content to ensure accuracy, clarity, and brand alignment
• Create and execute email, social media, and digital marketing content
• Uphold brand and compliance standards and ensure consistency across all deliverables
• Track and manage external events and engagement in CRM (Salesforce)
• Support planning and execution of annual client and industry events
• Maintain accurate and up-to-date marketing opportunities in CRM
• Research and compile insights on prospective clients to support business development and outreach initiatives

Marketing Coordinator

Research Analyst

• 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 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 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

Research Associate, Private Equity

Financial Planning and Analysis

• Obtain monthly and quarterly client statements from investment managers and custodians
• Enter market values and cash flows from the investment manager and custodian statements in the investment software platform for each account in which the client is invested, while problem solving any discrepancies in performance calculations and reconciling performance returns across sources
• Understand and analyze all asset classes in clients’ portfolios such as equities, fixed income, real estate, hedge funds and private equity
• Monitor market trends and monthly performance results for all asset classes
• Participate in team and firm projects upon request, which may include creating charts/graphs for client deliverables and data analysis
• Assist Research team in generating reports and collecting data from eVestment, Bloomberg, Morningstar, and FactSet
• Organize weekly agendas for investment committee meetings, take and distribute meeting minutes
• Provide day-to-day client support: respond to client, manager, and custodian inquiries, explain performance results to the client team when requested, and resolve issues in a timely manner
• Support asset class leaders with investment manager research by collecting/analyzing data, attending investment manager meetings, and helping create client-ready deliverables, education materials, and manager reports/analysis

Investment Associate

• Support and advance investment manager due diligence within Marquette by the private markets research team, with a primary focus on private credit.
• Conduct manager due diligence, analysis, market research, and prepare investment recommendations for Marquette clients and consultants.
• Evaluate private credit funds, monitor existing manager relationships, document and distribute detailed due diligence notes to relevant stakeholders, and prepare investment recommendations through written reports and in-person meetings.
• Drive forward-thinking private credit research and demonstrate the ability to work both independently and collaboratively within the larger research team at Marquette.
• Demonstrate a strong understanding of the private markets landscape, including the ability to identify new opportunities and perform comprehensive manager due diligence.
• Lead and participate in due diligence meetings and deliver well-supported investment recommendations with confidence and clarity.

Marketing Coordinator

Research Associate, Private Equity

Investment Associate

Senior Research Analyst, Private Credit