The Role
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.
Summary Generated by Built In
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 Client Analyst plays an integral role in supporting Marquette Associates’ investment consulting relationships across a range of institutional client types. Working closely with lead consultants and internal teams, the Client Analyst helps deliver accurate, timely, and responsive service by preparing monthly and quarterly investment reports, developing materials for client meetings, and coordinating follow-up activities. The Client Analyst will provide ongoing day-to-day client support, assist with investment manager and portfolio-related needs, and contributes to special projects and broader firm initiatives as assigned.
Job responsibilities will include, but are not limited to:
- Collaborate closely with lead consultants and internal team members to deliver coordinated, high-quality investment consulting support
- Serve as a primary point of contact for clients and third-party partners, ensuring timely, professional, and responsive communication
- Provide day-to-day client support by responding to requests, coordinating deliverables, and addressing follow-up needs as directed
- Prepare accurate and timely monthly and quarterly client reporting materials in accordance with deadlines
- Manage projects for assigned clients by coordinating activities, monitoring progress, and supporting the timely completion of deliverables
- Support lead consultants during client meetings by preparing materials, contributing relevant information, and coordinating follow-up items
- Participate in meetings with investment managers to gather information and support ongoing portfolio needs
- Mentor junior staff by sharing knowledge, providing guidance, and supporting development
- Contribute actively and constructively to firmwide initiatives, team collaboration, and a positive professional environment
Qualifications:
- Bachelor’s degree in finance, economics, or related degree
- At least 3 - 5 years of experience as a report analyst in investment consulting or related industry
- Demonstrated industry knowledge, specifically around general financial markets, asset allocation, performance analysis, portfolio construction, investment policy, asset transfers and rebalancing
- Experience with financial reporting functions
- Proven client service skills and ability to present information effectively and professionally in written and verbal formats
- Advanced Excel skillset; solid knowledge of Microsoft Office; ability to quickly learn new software applications
- Strong quantitative and analytical skills
- Strong attention to detail, highly organized, with ability to work independently to meet deadlines
- Experience with Investment Metrics (formerly InvestorForce) and PARis is a plus
- Interest in or progress towards CFA or other professional designation is preferred but not required
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.
Skills Required
- Bachelor's degree in finance, economics, or a related field
- At least 3–5 years of experience as a report analyst in investment consulting or a related industry
- Knowledge of financial markets, asset allocation, performance analysis, portfolio construction, investment policy, asset transfers, and rebalancing
- Experience with financial reporting functions
- Client service skills and ability to present information effectively in written and verbal formats
- Advanced Excel skills and solid knowledge of Microsoft Office
- Ability to quickly learn new software applications
- Strong quantitative and analytical skills
- Strong attention to detail, organization, independence, and ability to meet deadlines
- Experience with Investment Metrics and PARis
- Interest in or progress toward the CFA or another professional designation
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The Company
What We Do
Marquette Associates provides our clients with independent and thoughtful investment guidance. 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. Marquette was founded in 1986 with the sole objective of providing investment consulting at the highest caliber of service. In the decades since, we have maintained our independence in order to do so, both in expanding employee ownership and in keeping traditional and discretionary investment consulting our only source of revenue. 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. Contact us to learn more about our services, research, people, or careers using the form on our website below.
