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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.

Leads Marquette’s finance and accounting functions, including financial strategy, reporting, budgeting, closing, consolidation, treasury, cash flow, regulatory compliance, and financial due diligence. The role oversees financial systems, prepares Board and shareholder reporting, manages banking relationships, and provides strategic guidance to support growth. It requires senior leadership, advanced financial analysis and modeling, strong communication, and expertise with accounting and investment management software.

Marquette Associates seeks individuals for future opportunities in investment consulting, emphasizing client service and strategic partnerships.