Client Analyst

Chicago, IL
Competitive salary, annual incentives, great company culture!
Sep 03, 2020
Oct 03, 2020
Industry Sector
Consulting Firm
Employment Type
Full Time

Client Leadership - Our Vision

An independent investment consulting firm, Marquette Associates guides institutional investment programs with a focused client service approach and careful research grounded in real-world experience. We’ve served clients with a single mission for over 30 years – enable institutions to become more effective investment stewards. We are recruiting for a Client Analyst to support the consultant team, complete quarterly and monthly investment reporting, participate in client meetings and provide day-to-day client support.

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 in a support role with lead consultants
  • Participate in meetings with investment managers
  • Resource and mentor junior staff on specific areas of expertise
  • Take an active and constructive role within the firm


  • Bachelor’s degree in Finance, Business Administration or related field and at least two 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 financial reporting and/or legal, compliance functions
  • 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
  • Critical thinking skills and ability to work independently to meet deadlines
  • Excellent follow-up abilities
  • Marquette Associates offers competitive benefits, including medical, dental and vision coverage; flexible spending plans for health care and dependent care; generous time off benefits; 401(k) plan with company match and more.

To apply, please forward your resume to with the subject line “Client Analyst – Your Name”.

We are an Equal Opportunity Employer.

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