Client Analyst, East Coast at Marquette Associates

Baltimore, Maryland, United States

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Not SpecifiedCompensation

Mid-level (3 to 4 years), Senior (5 to 8 years)Experience Level

Full TimeJob Type

UnknownVisa

Investment Consulting, FinanceIndustries

Requirements

Bachelor’s degree in Finance or related field and at least five years of relevant experience
Knowledge of investment industry, specifically: general financial markets, asset allocation, performance analysis, portfolio construction, investment policy, asset transfers and rebalancing
Experience with financial reporting and/or legal, compliance functions
Demonstrated interest in investments and desire to build investment knowledge
Advanced Excel skillset
Professional communication and interpersonal skills
Strong quantitative and analytical skills
Critical thinking skills, self-starter
Excellent follow-up abilities
Ability to multitask in a fast-paced environment and react to change positively
Strong attention to detail, highly organized, with ability to work independently to meet deadlines
Experience with Investment Metrics (formerly InvestorForce) and PARis is a plus
Interest in or progress towards CFA or other professional designation is preferred but not required

Responsibilities

Work closely with lead consultants in a team-based environment
Act as main point of contact with clients and third-party contacts
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
Participate in meetings with investment managers
Mentor junior staff on specific areas of expertise
Take an active and constructive role within the firm

Skills

Excel

financial markets

asset allocation

performance analysis

portfolio construction

investment policy

asset transfers

rebalancing

financial reporting

client support

project management

quantitative analysis

critical thinking

Marquette Associates

Investment consulting for institutional clients

About Marquette Associates

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.

Chicago, IllinoisHeadquarters

1986Year Founded

VENTURE_UNKNOWNCompany Stage

Fintech, Financial ServicesIndustries

51-200Employees

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

Risks

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.

Differentiation

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.

Upsides

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.

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