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Title

Research Data Analyst 

About the Organization An independent investment consulting firm, Marquette Associates guides institutional investment programs with a focused three-point approach and careful research. Marquette has served a single mission since 1986 - enable institutions to become more effective investment stewards.

Clients first & foremost
Marquette places client fiduciary duties first through complete independence and 100% employee ownership. We serve over 300 clients with over $135 billion in assets - from public funds, unions and corporations to endowments, foundations and other non-profits.
Focused approach
We help institutions control the three key factors that lead to successful investment programs and fiduciary responsibility - risk, quality and cost - with a focused approach.
Careful research
We provide carefully researched advice - research known for its practical engagement of the most important issues institutional investors face.
Real-world experience
Our guidance is based in more than consulting experience and analysis, but also direct industry experience from our 62 employees such as work at investment firms and plan sponsors. The real-world experience of the Marquette research team, investment consultants, analysts and support staff helps to provide client service grounded in the day-to-day realities of institutional investing.
 
EOE Statement We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, disability status, protected veteran status or any other characteristic protected by law.  
Description

Summary

The role of the Research Data Analyst is to assist with the initiatives established by the research team, most especially asset allocation studies, projects, and papers.  The duties include, but are not limited to, conducting asset allocation studies, collection and analysis of data for MAI white papers and position papers, and assembly of all research output for internal/external distribution.  This position reports to the Director of Research.

Qualifications:

·         A bachelor’s degree in economics, finance, mathematics, actuarial science, or related field

·         Minimum 1-3 years of relevant work experience

·         Excellent quantitative skills

·         Superior written and oral communication and grammatical skills

·         Communications or business writing experience preferred

·         Proficiency on Bloomberg,

·         Solid knowledge of Microsoft Office (i.e., Word, Excel, PowerPoint); ability to quickly learn new software applications, including those which are proprietary

·         A proven track record of high achievement

·         Prior interest in financial research 

·         Dedication to obtaining credentials (CFA or MBA) strongly preferred

·         Strong research and problem-solving skills with a collaborative attitude.

Responsibilities:

·         Running asset allocation studies, including necessary communications with consultant, actuary, and other third parties

·         Creating weekly market updates for firm use, including augmentation of data metrics for asset classes

·         Developing Charts of the Week (not every week but at least once a month)

·         Formatting and assembly of all research output, including but not limited to Market Environment, white   papers/position papers, newsletters, Charts of the Week, and other communications

·         Collecting and analyzing data from the appropriate resources to construct original firm research

·         Constructing client education material (PowerPoint slides) based on white papers/position papers

·         Assembling slide shows for use at conferences

·         Serving as a resource for research team

·         Presenting research at internal meetings

·         Attending weekly Investment Committee and Investment Manager Committee meetings

Marquette Associates offers excellent benefits, including medical, dental and vision coverage; flexible spending plans for health care and dependent care; generous time off benefits; 401(k) plan and more. We are an Equal Opportunity Employer.

 
Position Requirements  

This position is currently not accepting applications.

To search for an open position, please go to http://MarquetteAssociatesInc.appone.com



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