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Client Analyst at Marquette Associates - ApplyBlast

Client Analyst

Marquette Associates

13 days ago

4.1 on Glassdoor

Philadelphia, Pennsylvania, United States

Hybrid

Full Time

Medior

0 applicants

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About this role

The Client Analyst supports Marquette Associates' investment consulting relationships by preparing investment reports, developing client meeting materials, and coordinating follow-up activities. This role involves providing day-to-day client support, assisting with investment manager and portfolio-related needs, and contributing to special projects. The position requires collaboration with lead consultants and internal teams to deliver accurate and timely service to institutional clients.

Responsibilities

Prepare monthly and quarterly investment reports and client meeting materials
Provide day-to-day client support and coordinate follow-up activities
Support lead consultants during client meetings and investment manager interactions

Skills

Qualifications

Bachelor's degree in finance, economics, or related degreeCFA

About Marquette Associates

marquetteassociates.com

Headquarters

Chicago, Illinois, United States

Company Size

51-200 employees

Founded

1986

View Profile

Marquette Associates is an independent investment consulting firm that provides thoughtful, research-driven guidance to institutional investors. They offer services including asset allocation and portfolio construction, manager research and selection, performance monitoring, fiduciary counsel, and outsourced CIO solutions. Marquette emphasizes independent advice, risk-aware strategies, and long-term planning to help clients — such as pension plans, endowments, foundations, and other institutional investors — meet their financial objectives.