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 Client Analyst is to support one or more consultants, complete quarterly and monthly investment reporting, participate in client meetings, provide day-to-day client support, and special projects as assigned.
Job responsibilities will include, but are not limited to:
- Work closely with lead consultants in a team-based environment
- Provide day-to-day client support as directed
- Complete client related reporting materials on a quarterly and/or monthly basis
- Create/participate in creating new project parameters based on client requirements
- Act as project manager on designated clients
- Participate in client meetings with lead consultants in a support role
- Mentor junior staff on specific areas of expertise
- Take an active and constructive role within the firm
Qualifications:
- Bachelor’s degree in Finance or related field and at least three years of relevant experience
- Knowledge of investment industry (e.g., general financial markets knowledge, asset allocation, performance analysis, portfolio construction, investment policy, asset transfers and rebalancing)
- Advanced Excel skillset
- Interest in or progress towards CFA or other professional designation
- Experience with Investment Metrics (formerly InvestorForce) is a plus
- Professional communication and interpersonal skills
- Ability to multitask in a fast-paced environment and react to change positively
- Attention to detail and highly organized
- Experience with financial reporting and/or legal, compliance functions
- Critical thinking skills, self-starter
- Excellent follow-up abilities
- Strong attention to detail with ability to work independently to meet deadlines
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.
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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.
