Full-Time
Performance Analyst
Summer 2025
Updated on 10/2/2024
Marquette Associates
51-200 employees
Investment consulting for institutional clients
Compensation Overview
$60k - $63kAnnually
Entry
Chicago, IL, USA
Hybrid position based in Chicago.
- 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
Marquette Associates provides investment consulting and advisory services primarily to 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 Stage
N/A
Total Funding
N/A
Headquarters
Chicago, Illinois
Founded
1986
6 month growth
↑ 7%1 year growth
↑ 7%2 year growth
↑ 7%
Simplify's Take
What believers are saying
- High client retention rates indicate strong client satisfaction and trust, which can lead to long-term job security and career growth opportunities.
- Working at Marquette offers exposure to a diverse range of institutional clients and complex financial scenarios, providing valuable experience and professional development.
- The firm's commitment to fiduciary responsibility and personalized strategies fosters a culture of integrity and client-focused service, which can be highly rewarding for employees.
What critics are saying
- The financial services industry is highly competitive, and Marquette must continuously innovate to maintain its edge and avoid losing clients to larger firms.
- Economic downturns or poor market conditions could negatively impact the firm's revenue, as their fee structure is tied to the performance of clients' investments.
What makes Marquette Associates unique
- Marquette Associates focuses exclusively on institutional clients, providing highly specialized investment consulting services tailored to the unique needs of public and private pension plans, endowments, and foundations.
- Their fee structure, based on assets under advisement, aligns their financial success directly with the performance of their clients' investments, ensuring mutual interests.
- Marquette's proactive approach in assessing economic conditions and their impact on investment portfolios sets them apart from competitors who may take a more reactive stance.