Client Analyst, West Chester

Marquette Associates; Philadelphia (Philadelphia County); Hybride; USD 70 000 - 100 000; Plein temps

Avantages offerts par ce poste

Top tier healthcare coverage

100% paid premium for disability and员工

Health and Dependent Care FSA and HSA

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

Résumé du poste

Marquette Associates is an investment consulting firm that supports institutional clients across asset classes. The Client Analyst role focuses on delivering accurate monthly and quarterly reports, preparing client materials, and coordinating follow-up activities in collaboration with lead consultants.

The position involves day-to-day client support, interaction with investment managers, and opportunities to mentor junior staff while contributing to firm initiatives.

Qualifications

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

Responsabilités

• Collaborate with lead consultants and internal teams to deliver high-quality investment consulting support.
• Serve as a primary point of contact for clients and third-party partners with timely, professional communication.
• Provide day-to-day client support by responding to requests and coordinating deliverables.
• Prepare accurate monthly and quarterly client reporting materials by deadlines.
• Manage projects for assigned clients, coordinating activities and timelines.
• Support lead 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.

Connaissances

Advanced Excel

Quantitative analysis

Client service

Financial reporting

Formation

Bachelor’s degree in finance/economics

Outils

Investment Metrics (InvestorForce)

PARis

Excel

Description du poste

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

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.

We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

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.