Intern - Summer 2026 at Marquette Associates

Chicago, Illinois, United States

Apply Now

Not SpecifiedCompensation

InternshipExperience Level

InternshipJob Type

UnknownVisa

Investment Consulting, FinanceIndustries

Requirements

In the process of obtaining a bachelor’s degree in Finance, Economics, Business or related 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
Solid knowledge of Microsoft Office (i.e., Word, Excel, PowerPoint); ability to quickly learn new software applications, including those which are proprietary
CRM or database management a plus
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 others in a team setting

Responsibilities

Partner with the Research and Consulting teams
Understand and analyze all asset classes in clients’ portfolios such as equities, fixed income, real estate, hedge funds and private equity
Participate in team and firm projects upon request, which may include creating charts/graphs for client deliverables and data analysis
Gather and analyze data for the research team or a specific asset class
Use the different investment terminals at Marquette in order to obtain the most accurate and time sensitive data available
Partner with performance and client analyst team members to complete various projects and deliverables
Gather data for monthly client meetings and analyze the data along with members of the assigned client team
Gather holdings for each client account to identify sector distribution and to compare the fundamental characteristics of the account to its appropriate benchmark
Monitor market trends and monthly performance results for all asset classes

Skills

Excel

Data Analysis

Financial Modeling

Asset Classes

Equities

Fixed Income

Real Estate

Hedge Funds

Private Equity

Bloomberg Terminal

Charting

Graphing

Market Trends

Portfolio Analysis

Benchmarking

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.

Land your dream remote job 3x faster with AI

Try Jobo Free