Marquette was founded in 1986 with the sole objective of providing investment consulting at the highest caliber of service. Our expertise is grounded in our commitment to client service — our team aims to be a trusted partner and as fiduciaries, our clients’ interests and objectives are at the center of everything we do. Our approach brings together the real-world experience of our people and our dedication to creativity and critical thinking in order to empower our clients to meet their goals.
The role of the Research Analyst is to support the firm’s sustainable investing expertise and analysis within the Research process and further the firm’s expertise on sustainable investing strategies. The Research Analyst will work closely with directors and senior analysts to develop market research, conduct manager due diligence, and formalize investment recommendations to clients.
Responsibilities
- Maintain list of sustainable strategies approved and/or in Research team’s pipeline
- Coordinate general inquiries from consultants on approved/pipeline sustainable managers
- Work with lead research analyst on new sustainable ideas; serve as a liaison between the general marketplace / consultant demand and the lead research analyst
- Assist in screening for new ideas
- Lead ESG education for the broader research team
- Serve as an asset class generalist and conduct due diligence on impact, ESG, and sustainable strategies.
- Work with Research SIG Committee Chair on meeting with the “Head of Sustainability” at pertinent asset management firms
- Assist with developing Marquette’s ESG integration evaluation scheme
- Work with lead asset class analyst on ESG/sustainability research white papers
- Develop expertise of racial equity/DEI incorporation in investment portfolios
- Serve as liaison for MSCI ESG Reporting tool
- Develop investment policy language to serve as baseline for various versions of sustainable investing (i.e., general ESG integration, MWBDE utilization, impact investing, etc.)
- Collaborate with Marketing team and consultants on presentation materials
- Present at client meetings as needed
- Organize quarterly broad SIG committee meetings
- Work with steering committee to update marketing/expertise slides, particularly trends data
- Attend ESG/sustainable conferences and industry webinars (MSCI, SASB, PRI, ICCR, SIF Foundation, etc.) and provide notes
- Serve as the Marquette representative to the ICSWG
Qualifications:
- Bachelor’s degree required; MBA, CFA, and/or CAIA preferred
- 3+ years of experience; direct experience in manager research or investments preferred
- Passion for sustainable investing and corporate social responsibility
- 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
- Knowledge of U.N. Sustainable Development Goals
- Proficient in Microsoft Office; experience with MSCI ESG Research tool, experience with Bloomberg, FactSet, eVestment a plus
BENEFITS WE OFFER:
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
Marquette Associates is proud to be an Equal Opportunity Employer.
