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Added
4 days ago
Location
Type
Full time
Salary
$85K - $100K

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Related skills

data analysis financial reporting excel paris cfa

Marquette was founded in 1986 with the sole objective of providing investment consulting at the highest caliber of service. Our expertise is grounded in our commitment to client service — our team aims to be a trusted partner and as fiduciaries, our clients’ interests and objectives are at the center of everything we do. Our approach brings together the real-world experience of our people and our dedication to creativity and critical thinking in order to empower our clients to meet their goals.

The role of the Client Analyst is to support one or more consultants, complete quarterly and monthly investment reporting, participate in client meetings, provide day-to-day client support, and special projects as assigned.

Job responsibilities will include, but are not limited to:

  • Work closely with lead consultants in a team-based environment
  • Act as main point of contact with clients and third-party contacts
  • 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 with lead consultants in a support role
  • Participate in meetings with investment managers
  • Mentor junior staff on specific areas of expertise
  • Take an active and constructive role within the firm

    • Qualifications:

  • Bachelor’s degree in Finance or related field and at least five years of relevant experience
  • Knowledge of investment industry, specifically: general financial markets, asset allocation, performance analysis, portfolio construction, investment policy, asset transfers and rebalancing
  • Experience with financial reporting and/or legal, compliance functions
  • Demonstrated interest in investments and desire to build investment knowledge
  • Advanced Excel skillset
  • Professional communication and interpersonal skills
  • Strong quantitative and analytical skills
  • Critical thinking skills, self-starter
  • Excellent follow-up abilities
  • Ability to multitask in a fast-paced environment and react to change positively
  • Strong attention to detail, highly organized, with ability to work independently to meet deadlines
  • Experience with Investment Metrics (formerly InvestorForce) and PARis is a plus
  • Interest in or progress towards CFA or other professional designation is preferred but not required

    • Additional Information

    BENEFITS WE OFFER:

    Top tier healthcare coverage

    100% paid premium for disability and employee life insurance coverage

    Health and Dependent Care FSA and HSA options

    Company 401K contribution

    Hybrid work policy

    Paid time off & 15+ holidays

    Summer hours

    Enhanced employee assistance program

    Volunteer opportunities

    Tuition and education reimbursement

    Company-wide events

    Marquette Associates is proud to be an Equal Opportunity Employer.

    Compensation

    The starting salary offer will vary based on the applicant’s education, experience, skills, abilities, geographic location, internal equity, and alignment with market data. This position is also eligible to participate in the annual incentive plan, which includes a target bonus of $10,000.

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