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.

Requirements

Bachelor’s degree in finance, economics, or related degree
Minimum of 5-10 years of demonstrated experience evaluating private credit managers and funds in an investment management or institutional consulting capacity
CFA, CAIA, or MBA preferred
Strong knowledge of private markets and manager due diligence processes
Demonstrated experience and deep understanding of the private credit manager universe
Proven client service skills and ability to present information effectively and professionally in written and verbal formats
Ability to multitask in a fast-paced environment and react to change positively
Exceptional attention to detail and organizational skills; ability to work independently to meet deadlines
Strong critical thinking skills, self-starter with excellent follow-up abilities
Ability to present information effectively and professionally to a range of audiences of varying degrees of sophistication
Proficiency in Microsoft Office applications and the ability to quickly learn new software applications

Benefits

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

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

private credit evaluationmanager due diligencemarket researchinvestment recommendationsfinancial analysisprivate markets knowledgecritical thinkingorganizational skillsmultitaskingclient service

Soft Skills

communicationcollaborationindependenceattention to detailpresentation skillsadaptabilityself-starterfollow-up abilitiesconfidenceclarity

Certifications

CFACAIAMBA