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

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

Research Analyst, Public Equities

Key skills