Client Analyst, West Chester

Marquette Associates Inc; Philadelphia (Philadelphia County); Hybrid; USD 80,000 - 105,000; Full time

Benefits offered by this job

Hybrid work policy

Top-tier healthcare coverage

Disability and employee life insurance

Job summary

Marquette Associates Inc. is seeking a Client Analyst in Philadelphia to support investment consulting relationships across institutional clients. You will work with lead consultants to prepare monthly and quarterly client reports, develop materials for meetings, and coordinate follow-up activities.

This role includes day-to-day client support and collaboration with investment managers. Qualifications include a finance/economics degree and 3–5 years of report-analyst experience, strong Excel,

Qualifications

• Bachelor’s degree in finance, economics, or related degree.
• 3–5 years of experience as a report analyst in investment consulting or related industry.
• Demonstrated industry knowledge of financial markets, asset allocation, performance analysis, portfolio construction, investment policy, asset transfers and rebalancing.
• Experience with financial reporting functions.
• Proven client service skills and ability to present information clearly.

Responsibilities

• Collaborate with lead consultants and internal teams to deliver high-quality investment consulting support.
• Serve as primary client and partner contact ensuring timely, professional communication.
• Provide day-to-day client support by responding to requests and coordinating deliverables.
• Prepare accurate monthly and quarterly client reporting materials.
• Manage projects for assigned clients and monitor progress to ensure timely completion.
• Support consultants during client meetings by preparing materials and coordinating follow-ups.
• Participate in meetings with investment managers to gather information and support portfolio needs.
• Mentor junior staff and contribute to firm-wide initiatives.

Skills

Advanced Excel

Analytical thinking

Client communication

Project coordination

Education

Bachelor’s degree in finance or economics

Tools

Investment Metrics

PARis

Job description

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 Client Analyst plays an integral role in supporting Marquette Associates’ investment consulting relationships across a range of institutional client types. Working closely with lead consultants and internal teams, the Client Analyst helps deliver accurate, timely, and responsive service by preparing monthly and quarterly investment reports, developing materials for client meetings, and coordinating follow-up activities. The Client Analyst will provide ongoing day-to-day client support, assist with investment manager and portfolio-related needs, and contributes to special projects and broader firm initiatives as assigned.

Job responsibilities will include, but are not limited to:

• Collaborate closely with lead consultants and internal team members to deliver coordinated, high-quality investment consulting support
• Serve as a primary point of contact for clients and third-party partners, ensuring timely, professional, and responsive communication
• Provide day-to-day client support by responding to requests, coordinating deliverables, and addressing follow-up needs as directed
• Prepare accurate and timely monthly and quarterly client reporting materials in accordance with deadlines
• Manage projects for assigned clients by coordinating activities, monitoring progress, and supporting the timely completion of deliverables
• Support lead consultants during client meetings by preparing materials, contributing relevant information, and coordinating follow-up items
• Participate in meetings with investment managers to gather information and support ongoing portfolio needs
• Mentor junior staff by sharing knowledge, providing guidance, and supporting development
• Contribute actively and constructively to firmwide initiatives, team collaboration, and a positive professional environment

Qualifications:

• Bachelor’s degree in finance, economics, or related degree
• At least 3 - 5 years of experience as a report analyst in investment consulting or related industry
• Demonstrated industry knowledge, specifically around general financial markets, asset allocation, performance analysis, portfolio construction, investment policy, asset transfers and rebalancing
• Experience with financial reporting functions
• Proven client service skills and ability to present information effectively and professionally in written and verbal formats
• Advanced Excel skillset; solid knowledge of Microsoft Office; ability to quickly learn new software applications
• Strong quantitative and analytical skills
• Strong attention to detail, highly organized, with ability to work independently to meet deadlines
• Experience with Investment Metrics (formerly InvestorForce) and PARis is a plus
• Interest in or progress towards CFA or other professional designation is preferred but not required

$80,000 - $105,000 a year

The starting salary offer will vary based on the applicant’s education, experience, skills, abilities, geographic location, internal equity, and alignment with market data. This position is also eligible to participate in the annual incentive plan, which includes a target bonus of $10,000.

BENEFITS WE OFFER:

• Top tier healthcare coverage
• 100% paid premium for disability and employee life insurance coverage
• Health and Dependent Care FSA and HSA options
• Company 401K contribution
• Hybrid work policy
• Paid time off & 15+ holidays
• Summer hours
• Enhanced employee assistance program
• Volunteer opportunities
• Tuition and education reimbursement
• Company-wide events

Marquette Associates is proud to be an Equal Opportunity Employer.