Investment Associate
About the job
- Open to December 2026 and Spring 2027 graduates.
- A bachelor's degree in Finance, Economics, Business, or a related field is required.
- Strong attention to detail and organization are required.
- Ability to work independently to meet deadlines and use critical thinking to solve problems autonomously is required.
- Ability to multitask in a fast-paced environment and respond positively to change is required.
- Excellent communication and interpersonal skills are required.
- Curiosity about and interest in the institutional investment market, with a strong desire to learn, are required.
- Solid knowledge of Microsoft Office and the ability to quickly learn new software applications, including proprietary applications, are required.
- Complete quarterly and monthly investment performance reporting, provide day-to-day client support, and complete special projects assigned by the client team.
- Obtain monthly and quarterly client statements from investment managers and custodians.
- Enter market values and cash flows from investment manager and custodian statements into the investment software platform for each invested client account, troubleshoot discrepancies in performance calculations, and reconcile performance returns across sources.
- Understand and analyze performance market trends across asset classes in client portfolios, including equities, fixed income, real estate, hedge funds, and private equity.
- Respond to client, manager, and custodian inquiries; explain performance results to the client team when requested; and resolve issues in a timely manner.
- Participate in team and firm projects, which may include creating charts and graphs for client deliverables and performing data analysis.
- Collaborate with the lead asset class analyst on client-directed manager searches.
- Assist the research team with generating reports and collecting data from eVestment, Bloomberg, Morningstar, and FactSet.
- Organize weekly agendas for investment committee meetings and take and distribute meeting minutes.
- Support asset class leaders with investment manager research by collecting and analyzing data, attending investment manager meetings, and helping create client-ready deliverables, educational materials, and manager reports and analyses.
About the company
Marquette Associates provides investment consulting services to institutional clients such as public and private pension plans, endowments, foundations, and other long-term investors. Its core offering is personalized investment strategies and portfolio management delivered through thorough research, market analysis, and proactive scenario planning (including recession assessment) to help clients navigate complex financial environments. The firm charges fees based on assets under advisement, aligning its revenue with client performance. A hallmark of Marquette is its high client retention and fiduciary responsibility, underscoring a focus on trusted, long-term partnerships. The goal is to be a reliable, trusted partner that delivers effective and tailored investment programs rather than pursuing the largest size in the market.
Company Size
51-200
Company Stage
N/A
Total Funding
N/A
Headquarters
Chicago, Illinois
Founded
1986
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Simplify's Take
What believers are saying
- January 16, 2026 added four partners, expanding leadership depth and ownership to 27 shareholders.
- September 7, 2026 Bloomberg Markets exposure elevated Jessica Noviskis and brand visibility.
- Marquette's 2026 speaking calendar spans AIF, 529, GAPPT, and IFEBP conferences.
What critics are saying
- Mercer, Aon, and WTW dominate consultant searches, squeezing Marquette's fee growth.
- Alex Fisher's July 22, 2026 memorial signals key-person fragility inside a relationship-driven business.
- Institutional mandates reprice quickly; weaker 2027 retention would hit revenue and ownership value.
What makes Marquette Associates unique
- Employee-owned since 1986, Marquette aligned consultants with institutional client outcomes.
- Marquette serves pensions, endowments, foundations, and Taft-Hartley plans, not retail investors.
- Chicago-led firm runs research-heavy consulting, with 2026 commentary from James Torgerson and colleagues.
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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