Performance Analyst, West Chester at Marquette Associates

Philadelphia, Pennsylvania, 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

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
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, internal client relationship managers and developers
CRM or database management a plus

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 each month into an investment software platform for each account in which the client is invested
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

Key technologies and capabilities for this role

investment softwareperformance reconciliationExceldata analysisfinancial reportingasset allocationequitiesfixed incomereal estatehedge fundsprivate equitymarket trendsclient communication

Questions & Answers

Common questions about this position

What is the salary range for the Performance Analyst position?

The salary range is $60,000 - $63,000 a year, with eligibility for an annual incentive plan including a target bonus of $5,000. The starting salary varies based on education, experience, skills, abilities, geographic location, internal equity, and market data.

What benefits are offered for this role?

Top tier healthcare coverage is offered, with 100% coverage mentioned.

Is this position remote or does it require office work in West Chester?

This information is not specified in the job description.

What skills are required for the Performance Analyst role?

Required skills include attention to detail and high organization, ability to multitask in a fast-paced environment, solid knowledge of Microsoft Office (Word, Excel, PowerPoint), critical thinking, and excellent interpersonal, collaboration, and communication skills.

What makes a strong candidate for this Performance Analyst position?

Strong candidates demonstrate attention to detail, organization, multitasking in fast-paced settings, proficiency in Microsoft Office, critical thinking, a self-starter mindset, strong work ethic, and excellent communication and collaboration skills. CRM or database management experience is a plus.

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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