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 Performance Analyst is to provide analytical support to their teams and consultants, complete quarterly and monthly investment reporting, provide day-to-day client support, and special projects as assigned.

Job responsibilities include, but are not limited to:

Obtain monthly and quarterly client statements from investment managers and custodians

Enter market values and cash flows from the investment manager and custody statements into an investment software platform for each account in which the client is invested monthly

Reconcile monthly performance returns between the custodian and the investment manager for each client account

Problem solve for any discrepancies in performance calculations between the custodian and the investment manager

Gather holdings for each client account to identify sector distribution and to compare the fundamental characteristics of the account to its appropriate benchmark

Understand and analyze all asset classes in clients’ portfolios such as equities, fixed income, real estate, hedge funds and private equity

Monitor market trends and monthly performance results for all asset classes

Participate in team and firm projects upon request, which may include creating charts/graphs for client deliverables and data analysis

Respond to clients, managers, and custodian requests for issue resolution in a timely manner

Communicate and/or explain performance results to client team when requested

Qualifications:

Bachelor’s degree in Finance, Economics, Business, or other 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

Knowledge and experience with 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 assigned clients and internal client relationship managers

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 $5,000.

Marquette Associates

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