Performance Analyst - July 2026 at Marquette Associates

Chicago, Illinois, United States

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Not SpecifiedCompensation

Entry Level & New Grad, Junior (1 to 2 years)Experience Level

Full TimeJob Type

UnknownVisa

Investment Consulting, FinanceIndustries

Requirements

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
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 assigned clients and internal client relationship managers

Responsibilities

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

Skills

Performance Reconciliation

Investment Reporting

Market Value Entry

Cash Flow Tracking

Holdings Analysis

Sector Distribution

Benchmark Comparison

Asset Class Analysis

Equities

Fixed Income

Real Estate

Hedge Funds

Private Equity

Data Analysis

Charting

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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