Client Analyst

Location
Chicago, IL
Salary
Competitive salary, annual incentives, great company culture!
Posted
Sep 03, 2020
Closes
Oct 03, 2020
Industry Sector
Consulting Firm
Employment Type
Full Time
Education
Bachelors

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

Qualifications:

  • 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 hr@marquetteassociates.com with the subject line “Client Analyst – Your Name”.

We are an Equal Opportunity Employer.

Similar jobs

  • Research Analyst, Private Equity

    • Chicago, Illinois
    • Competitive salary, annual incentives, great company culture!
    • Marquette Associates, Inc.
  • Defined Contribution Specialist

    • Chicago, Illinois
    • Competitive salary, annual incentives, great company culture!
    • Marquette Associates, Inc.

Similar jobs

  • Research Analyst, Private Equity

    • Chicago, Illinois
    • Competitive salary, annual incentives, great company culture!
    • Marquette Associates, Inc.
  • Defined Contribution Specialist

    • Chicago, Illinois
    • Competitive salary, annual incentives, great company culture!
    • Marquette Associates, Inc.