Marquette Associates Benefits Overview

Supports institutional investment consulting clients by preparing monthly and quarterly reports, developing meeting materials, coordinating deliverables and follow-up activities, responding to client requests, assisting with investment manager and portfolio needs, and managing client projects. The role also contributes to firmwide initiatives and mentors junior staff. Key expertise includes financial markets, asset allocation, performance analysis, portfolio construction, investment policy, reporting, advanced Excel, and client communication.

Conduct due diligence and underwriting of private equity funds across buyout, mezzanine, venture capital, and related sectors. Develop quantitative and qualitative analyses, assess market factors, write investment manager reports, present recommendations to internal and external stakeholders, participate in Investment Committee meetings, attend industry conferences, and support consultants with private market research.

Supports investment consulting and manager research teams by collecting, reconciling, and analyzing portfolio performance data; preparing monthly and quarterly reports; responding to client, manager, and custodian inquiries; conducting investment manager searches; and creating client-ready analyses, educational materials, and deliverables.