Private Client Analyst

Location
Chicago, IL
Salary
Competitive salary, annual incentives, great company culture!
Posted
Oct 05, 2021
Closes
Nov 04, 2021
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:

  • Partner with Consultants to provide service support functions such as portfolio analysis, account creation and maintenance, and client/prospect meeting preparation
  • Act as the liaison between the consultants and the custodians or investment managers
  • Prepare all paperwork necessary for clients (new account opening, custodial contracts, manager forms, transfer forms, termination letters for legacy managers, and other various authorizations)
  • Manage general client account inquiries including maintenance requests, charitable gifting, required minimum distributions and address changes
  • Assist in client/consultant requests in trading Mutual Funds, ETFs and Stocks
  • Raise cash from investment managers
  • Facilitate cash disbursements including wires, journals, moneylinks, and security transfers
  • Run quarterly client reports
  • Work closely with consultants and partners in operational projects focusing on automation, efficiency, scalability of services, and risk controls

Qualifications:

  • Bachelor’s degree with 1-5 years experience in the financial service sector or an undergraduate degree in a relevant field
  • Attention to detail and highly organized, ability to work independently to meet deadlines
  • Ability to multitask in a fast-paced environment and react to change positively
  • Excellent interpersonal, collaboration and communication skills with the ability to work directly with assigned clients, internal Client Relationship Managers, and developers
  • Progress toward CFA, CFP or CIMA certification preferred
  • Highly proficient user of Word, PowerPoint, Outlook, and Excel
  • Experience with ReportDesigner, Investforce, and Black Diamond
  • Highly motivated with a strong work ethic
  • Ability to generate new ideas and recognize the need for new or modified approaches
  • Excellent consultative, strategic thinking and problem-solving skills
  • Strong written and verbal communication skills
  • Results driven, self-confidence, trustworthy and resilient
  • 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.

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