Full-Time
Client Analyst
Posted on 9/9/2024
Marquette Associates
51-200 employees
Investment consulting for institutional clients
Compensation Overview
$80k - $100kAnnually
Mid
Chicago, IL, USA
Hybrid position in Chicago.
- Bachelor’s degree in Finance or related field and at least three years of relevant experience
- Knowledge of investment industry (e.g., general financial markets knowledge, asset allocation, performance analysis, portfolio construction, investment policy, asset transfers and rebalancing)
- Advanced Excel skillset
- Interest in or progress towards CFA or other professional designation
- Experience with Investment Metrics (formerly InvestorForce) is a plus
- Professional communication and interpersonal skills
- Ability to multitask in a fast-paced environment and react to change positively
- Attention to detail and highly organized
- Experience with financial reporting and/or legal, compliance functions
- Critical thinking skills, self-starter
- Excellent follow-up abilities
- Strong attention to detail with ability to work independently to meet deadlines
- Work closely with lead consultants in a team-based environment
- 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
- Mentor junior staff on specific areas of expertise
- Take an active and constructive role within the firm
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 align with each client's specific needs.
Company Stage
N/A
Total Funding
N/A
Headquarters
Chicago, Illinois
Founded
1986
6 month growth
↑ 0%1 year growth
↑ 0%2 year growth
↑ 0%
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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