Hybrid Investment Client Analyst

Marquette Associates; Philadelphia (Philadelphia County); Hybrid; USD 70,000 - 100,000; Full time

Benefits offered by this job

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

Job summary

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.

Responsibilities

• 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.

Skills

Advanced Excel

Quantitative analysis

Client service

Financial reporting

Education

Bachelor’s degree in finance/economics

Tools

Investment Metrics (InvestorForce)

PARis

Excel

Job description

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.