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Added
4 days ago
Location
Type
Internship
Salary
Not Specified

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Related skills

crm data analysis excel microsoft office database management

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 MAI internship program provides dynamic opportunities for highly motivated students to grow, learn, and engage in a professional work environment. As part of your internship experience, the firm will provide projects and activities that develop business acumen and enable you to polish and challenge your skillsets.

Responsibilities

  • Interns will partner with the Research and Consulting teams.
  • Understand and analyze all asset classes in clients’ portfolios such as equities, fixed income, real estate, hedge funds and private equity
  • Participate in team and firm projects upon request, which may include creating charts/graphs for client deliverables and data analysis
  • Gather and analyze data for the research team or a specific asset class
  • Use the different investment terminals at Marquette in order to obtain the most accurate and time sensitive data available
  • Partner with performance and client analyst team members to complete various projects and deliverables.
  • Gather data for monthly client meetings and analyze the data along with members of the assigned client team.
  • Gather holdings for each client account to identify sector distribution and to compare the fundamental characteristics of the account to its appropriate benchmark.
  • Monitor market trends and monthly performance results for all asset classes.
  • Participate in team and firm projects upon request, which may include creating charts and graphs for client deliverables and data analysis.

    • Competencies for Success/Qualifications

  • In the process of obtaining a bachelor’s degree in Finance, Economics, Business or related 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
  • Solid knowledge of Microsoft Office (i.e., Word, Excel, PowerPoint); ability to quickly learn new software applications, including those which are proprietary
  • CRM or database management a plus
  • Critical thinking skills, self-starter with excellent follow-up abilities
  • Highly motivated with strong work ethic
  • Excellent interpersonal, collaboration and communication skills and ability to work directly with others in a team setting

    • Compensation & Schedule

  • $22/hour for the 10-week program
  • Monday – Thursday, 8:30am – 5:00pm Central, up to 32 hours per week
  • Interns will report to our Chicago office headquarters where they will have access to office perks, culture, networking, and social events!

    • Additional Information

    As an intern you will not receive all of the benefits that we offer below, due to your part-time employment status.

    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.

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