Senior Research Analyst, Private Credit

The role of the Senior Research Analyst is to support and advance investment manager due diligence within Marquette by the private markets research team, with a primary focus on private credit. The Senior Research Analyst will conduct manager due diligence, analysis, market research, and will prepare investment recommendations for Marquette clients and consultants. Responsibilities include evaluating private credit funds, monitoring existing manager relationships, documenting and distributing detailed due diligence notes to relevant stakeholders, and preparing investment recommendations through written reports and in-person meetings to Marquette consultants and clients.

The Senior Research Analyst is expected to drive forward-thinking private credit research and must demonstrate the ability to work both independently and collaboratively within the larger research team at Marquette.

The Senior Research Analyst will demonstrate a strong understanding of the private markets landscape, including the ability to identify new opportunities and perform comprehensive manager due diligence. This role will lead and participate in due diligence meetings and deliver well-supported investment recommendations with confidence and clarity.

• The duties include, but are not limited to, researching and analyzing private credit funds, development of original private credit capital markets research, creating Excel and PowerPoint presentations, and conducting meetings with senior professionals from private markets firms. Responsibilities also include the creation of white papers, newsletters, charts of the week, and educational materials to support client decision-making. Additionally, the Senior Research Analyst will be expected to present recommendations and asset class specific educational materials to clients.
• Conduct in-depth research across a wide range of private credit assets to support investment decision-making and risk assessment
• Prepare detailed reports on investment managers for both internal and external client use
• Present research findings and manager due diligence at internal and external meetings
• Actively participate in weekly Alternative Investment Manager Committee meetings
• Represent Marquette at investment conferences and annual meetings
• Develop quantitative and qualitative analysis to support original Marquette research
• Monitor and analyze overall market factors influencing the asset classes
• Serve as a reliable private markets resource for consultants
• Mentor and train junior Research staff members

• 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

The starting salary offer will vary based on the applicant’s education, experience, skills, abilities, geographic location, internal equity, and alignment with market data. This position is also eligible to participate in the annual incentive plan, which includes a target bonus of 18% of base salary.

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

Paid time off & 15+ holidays

Summer hours

Enhanced employee assistance program

Volunteer opportunities

Tuition and education reimbursement

Marquette Associates is proud to be an Equal Opportunity Employer.

If you have questions or need further information, please contact us directly and we will respond to your inquiry within 24 hours.