Marquette Associates

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

Research Analyst

• 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.

Senior Research Analyst, Private Credit

• Support and advance investment manager due diligence within Marquette
• Conduct fund due diligence, analysis, and market research
• Prepare investment recommendations for clients and consultants
• Evaluate private credit funds and monitor existing manager relationships
• Document and distribute detailed due diligence notes
• Prepare investment recommendations through reports and meetings
• Drive forward-thinking private credit research
• Work independently and collaboratively with the research team
• Identify new opportunities and perform comprehensive manager due diligence
• Lead and participate in due diligence meetings and deliver investment recommendations confidently