---
title: 'Research Associate, Public Markets at Marquette Associates'
canonical: 'https://feeny.ai/job/research-associate-public-markets-marquette-associates-chicago-1p39d9tjxcwh'
type: 'job'
last_seen: '2026-09-07'
---

# Research Associate, Public Markets at Marquette Associates

- **Company:** Marquette Associates
- **Location:** Chicago, IL
- **Compensation:** $65k–$100k
- **Employment:** full-time
- **Work type:** hybrid
- **Posted:** 2026-06-29
- **Last confirmed live:** 2026-09-07
- **Apply:** https://jobs.lever.co/marquetteassociates/39037846-3c11-4619-ada6-1ce8a3fcb78b

## Job description

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 Associate is to support the efforts of asset class research and manager due diligence.  The duties include, but are not limited to, building investment manager searches, scheduling and taking minutes for regular Research meetings, collecting and analyzing data, attending investment manager meetings, and assisting research analysts with their responsibilities. The Research Associate is expected to work with all members of the Research team on both manager and capital markets research across the public equities and public fixed income asset classes. The position requires the Research Associate to be organized, a good communicator, a team player, and possess a strong quantitative skillset.

Responsibilities:

- Assist Research team members with generating reports and collecting data from eVestment, Bloomberg, FactSet, Pitchbook, and MSCI Private Capital
- Assemble client education material
- Write reports/analysis on investment managers for internal and client use
- Analyze overall market factors influencing the asset classes
- Write position and research papers on the asset classes
- Organize weekly agendas for Traditional IMC meetings and take and distribute meeting minutes each week
- Work with asset class leads to build client-ready manager search deliverables
- Track weekly Research team meeting schedules
- Develop deep expertise regarding the firm’s proprietary database, “the Hub”
- Assist the Marketing team with manager data related to pitches, RFPs, and other information requests
- Maintain quarterly benchmark characteristics
- Serve as a resource for consultants

Competencies for Success/Qualifications:

- Bachelor’s degree with 1-5 years investment related experience in the financial service sector
- 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
- Solid knowledge of Microsoft Office; ability to quickly learn new software applications
- Critical thinking skills, a self-starter with excellent follow-up abilities
- Professional communication and interpersonal skills

## 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.

## About Marquette Associates

## Company Overview
- **One-liner**: Marquette Associates is an independent, 100% employee-owned investment consulting firm providing fiduciary, asset allocation, and manager selection services to institutional and private clients.
- **Entity Type**: Private (100% employee-owned)
- **Headquarters**: Chicago, Illinois, USA
- **Founded**: 1986
- **Founders**: Not publicly listed on the website, but the firm was founded under the same name in 1986.

## Core Business
- Primary industry/industries: Investment Consulting, Asset Management, Fiduciary Services
- Target customers: Institutions (pension plans, endowments, foundations), private clients (individuals, families, family offices), registered investment advisors, and charitable organizations.
- Mission or purpose statement: To provide independent, client-centric investment guidance and act as a trusted fiduciary partner, placing client interests at the center of everything.

## Products & Services
- **[Investment Consulting]**: Core service offering asset allocation modeling, manager search and selection, performance reporting, and investment policy development. Typically non-discretionary.
- **[Defined Contribution Consulting]**: Specialized consulting for retirement plan sponsors, including plan design, investment menu construction, and participant education.
- **[Outsourced CIO (OCIO)]**: A discretionary service where Marquette assumes full responsibility for portfolio management, including asset allocation, rebalancing, and manager hiring/firing.
- **[Private Client Consulting]**: Tailored investment advice for high-net-worth individuals, families, and family offices.
- **[Fiduciary Services / QPAM Services]**: Acting as a Qualified Professional Asset Manager under ERISA, providing investment supervisory services for client portfolios.

## Market Standing
- **Valuation/Market Cap**: Private; not disclosed.
- **Key Metrics**: As of December 31, 2025, the firm had **$29.5 billion** in discretionary assets under management (AUM) and **$381.5 billion** in assets under advisement (AUA). They serve **425+ clients** with a **99% client retention rate** over the last 10 years.
- **Notable Investors/Partners**: 100% employee-owned by 24 partners. Key leadership includes CEO Brian Wrubel (35+ years at firm).
- **Growth Signals**: Maintains high client retention (99% over 10 years), significant assets under advisement (£381.5B), and has expanded to offices in Chicago, Baltimore, St. Louis, and Milwaukee.

## Competitive Advantages
- **Independent and Conflict-Free**: 100% employee-owned with no external investors or parent company, allowing them to prioritize client interests without outside pressure.
- **Fiduciary Standard**: Operates strictly as a fiduciary, legally obligated to act in the best interest of clients.
- **High Retention and Experience**: 99% client retention rate over a decade and a CEO with 35+ years at the firm demonstrate deep institutional knowledge and client trust.
- **Scale and Specialization**: Serves over 425 institutional clients with nearly $400B in assets under advisement, providing significant research and negotiation power.

## Strategic Focus
- Current priorities include continuing to grow their institutional and private client base while maintaining their independent, employee-owned structure. Their recent ADV filing indicates a focus on expanding their discretionary (OCIO) services.

## Why Work Here
- **Culture**: Marquette emphasizes a collaborative, learning-oriented "culture of community" with formal mentorship and one-on-one access to firm leadership.
- **Work-Life Balance**: Offers a hybrid work policy, paid time off, 15+ holidays, and summer hours.
- **Compensation & Benefits**: Generous healthcare (medical, dental, vision), 100% paid premiums for disability and life insurance, FSAs/HSAs, and a company 401(k) contribution.
- **Professional Development**: Strong support for growth via tuition and education reimbursement, internal promotions, and mentorship opportunities.
- **Work Environment**: 100% employee-owned, fostering a sense of ownership and long-term commitment among staff. They host company-wide events and volunteer opportunities.

## Sources
1. [Marquette Associates - Homepage](https://www.marquetteassociates.com/)
2. [Marquette Associates - Careers Page](https://www.marquetteassociates.com/careers/)
3. [Marquette Associates - General Opportunities (Lever)](https://jobs.lever.co/marquetteassociates/c56e2395-3445-4c2e-9fe0-df0c54e5a64a)
4. [Marquette Associates - People Page](https://www.marquetteassociates.com/people/)
5. [Marquette Associates - ADV Part 2A Brochure (May 2026)](https://www.marquetteassociates.com/wp-content/uploads/2025/03/2026-Marquette-Associates-ADV-Part-2A.pdf)

## Other roles at Marquette Associates

- [RFP Project Coordinator](https://feeny.ai/job/rfp-project-coordinator-marquette-associates-chicago-7x0q2ysdepy3) — Chicago, IL
- [General Opportunities](https://feeny.ai/job/general-opportunities-marquette-associates-chicago-3pe8kh3r7k2p) — Chicago, IL