Full-Time
Performance Analyst
Confirmed live in the last 24 hours
Marquette Associates
51-200 employees
Investment consulting for institutional clients
Compensation Overview
$60k - $63kAnnually
Entry, Junior
Chicago, IL, USA
Hybrid work policy indicates a mix of in-office and remote work.
You match the following Marquette Associates's candidate preferences
Employers are more likely to interview you if you match these preferences:
- 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
- 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
- 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
- CRM or database management a plus
Marquette Associates provides investment consulting and advisory services primarily for institutional clients, such as pension plans, endowments, and foundations. The firm develops personalized investment strategies and manages portfolios by conducting in-depth research and analysis to help clients understand and navigate complex financial situations, including potential economic downturns. Unlike many competitors, Marquette focuses on building long-term relationships with clients, emphasizing fiduciary responsibility and high client retention rates. The company's goal is to be a trusted partner in investment management, delivering tailored solutions that meet the specific needs of each client.
Company Size
51-200
Company Stage
N/A
Total Funding
N/A
Headquarters
Chicago, Illinois
Founded
1986
Simplify's Take
What believers are saying
- Growing demand for ESG investing aligns with Marquette's personalized strategy approach.
- Interest in alternative investments offers Marquette opportunities for client portfolio diversification.
- Advancements in AI enhance Marquette's ability to provide accurate investment predictions.
What critics are saying
- Robo-advisors offering low-cost services threaten Marquette's market share.
- Fee compression in the industry pressures Marquette's revenue model based on assets advised.
- Regulatory changes in fiduciary standards could impact Marquette's operations and compliance.
What makes Marquette Associates unique
- Marquette offers personalized investment strategies tailored to institutional clients' unique needs.
- The firm conducts thorough research to navigate complex financial landscapes for clients.
- Marquette aligns its revenue model with client success, earning fees based on assets advised.
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Benefits
Health Insurance
Life Insurance
Disability Insurance
Health Savings Account/Flexible Spending Account
401(k) Company Match
Hybrid Work Options
Unlimited Paid Time Off
Paid Holidays
Wellness Program
Tuition Reimbursement
Company Equity