Client Analyst

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.