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Marquette Associates
Chicago
Source: Marquette Associates careers · View original posting
From Marquette Associates's posting. “We” and “our” refer to the employer.
Marquette was founded in 1986 with the sole objective of providing investment consulting at the highest caliber of service. Our expertise is grounded in our commitment to client service — our team aims to be a trusted partner and as fiduciaries, our clients’ interests and objectives are at the center of everything we do. Our approach brings together the real-world experience of our people and our dedication to creativity and critical thinking in order to empower our clients to meet their goals.
The Investment Associate is responsible for working collaboratively with colleagues on the consulting and manager research teams to collect and synthesize data, support analytical work and gather information required for client deliverables.
Responsibilities:: In support of the client team, the Investment Associate will complete quarterly and monthly investment performance reporting, provide day-to-day client support, and special projects assigned by the client team. In support of the research team, the Investment Associate will work with asset class leads to build investment manager searches, collect and analyze data, and attend investment manager meetings.
Client Team
Obtain monthly and quarterly client statements from investment managers and custodians
Enter market values and cash flows from the investment manager and custodian statements in the investment software platform for each account in which the client is invested, while problem solving any discrepancies in performance calculations and reconciling performance returns across sources
Understand and analyze market trends in performance of all asset classes in clients’ portfolios such as equities, fixed income, real estate, hedge funds and private equity
Provide day-to-day client support: respond to client, manager, and custodian inquiries, explain performance results to the client team when requested, and resolve issues in a timely manner
Participate in team and firm projects upon request, which may include creating charts/graphs for client deliverables and data analysis
Research Team
Support asset class leaders with investment manager research by collecting/analyzing data, attending investment manager meetings, and helping create client-ready deliverables, education materials, and manager reports/analysis
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