Research Analyst, Private Equity

Added
25 days ago
Type
Full time
Salary
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Related skills

microsoft office private equity cfa caia

📋 Description

  • Underwrite private equity funds for Marquette clients, conducting extensive due diligence on direct
  • Write reports on investment managers for internal and client use
  • Present research/manager due diligence at internal and external meetings
  • Attend weekly Investment Committee meetings
  • Represent Marquette at investment conferences and annual meetings
  • Develop quantitative and qualitative analysis to support original Marquette research

🎯 Requirements

  • Bachelor’s degree with 5-10 years investment related experience
  • Completion of or progress towards CFA or CAIA
  • Knowledge of the private equity industry and managers
  • Strong client service experience and ability to present information effectively and professionally
  • 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

🎁 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
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