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Investment Associate at Marquette Associates - ApplyBlast

Investment Associate

Marquette Associates

1 month ago

4.1 on Glassdoor

Chicago, Illinois, United States

Hybrid

Full Time

Junior

0 applicants

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About this role

The Investment Associate collaborates with consulting and manager research teams to collect and synthesize data, support analytical work, and gather information for client deliverables. The role involves completing investment performance reporting, providing day-to-day client support, and assisting with investment manager searches and research. This position requires strong attention to detail, critical thinking, and a commitment to client service excellence within a fast-paced institutional investment environment.

Responsibilities

Complete quarterly and monthly investment performance reporting and provide day-to-day client support
Build investment manager searches and collect and analyze data for research team deliverables
Reconcile performance returns across sources and resolve discrepancies in investment software platform

Skills

Qualifications

Bachelor's degree in Finance, Economics, Business or related field

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.