Investment Advisor

Marquette Associates; Philadelphia (Philadelphia County); Hybrid; USD 70,000 - 90,000; Full time

Benefits offered by this job

Top-tier healthcare

100% paid disability & life insurance

Hybrid work policy

Paid time off & 15+ holidays

Summer hours

Education reimbursement

Job summary

Marquette Associates is seeking an Investment Associate to join our client service and research teams in Philadelphia. You will collect and synthesize data, support analytical work, and prepare client deliverables under guidance from asset class leads.

The role involves monthly performance reporting, data collection from vendors, and helping build manager searches while collaborating across teams. A Finance/Econ degree and strong MS Office skills are required.

Qualifications

• Bachelor’s degree in Finance, Economics, Business or related field.
• Proficiency with Microsoft Office and ability to learn new software.
• Interest in institutional investment markets.

Responsibilities

• Collaborate with consulting and manager research teams to collect and synthesize data for client deliverables.
• Complete monthly and quarterly investment performance reporting; provide day-to-day client support.
• Build investment manager searches; collect and analyze data; attend investment manager meetings.
• Enter market values and cash flows into investment software; reconcile performance across sources.
• Analyze market trends across asset classes (equities, fixed income, real estate, hedge funds, private equity).
• Create charts/graphs for client deliverables and data analysis; assist with reports.

Skills

Multitasking

Adaptability

Curiosity about institutional market

Education

Bachelor’s degree in Finance/Economics/Business or related field

Tools

Microsoft Office

Job description

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. 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.

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.

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

Collaborate with lead asset class analyst on client directed manager searches

Assist research team in generating reports and collecting data from eVestment, Bloomberg, Morningstar, and FactSet

Organize weekly agendas for investment committee meetings, take and distribute meeting minutes

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

Open to December 2026 and Spring 2027 graduates

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

Ability to multitask in a fast-paced environment and react to change positively

Curiosity and interest in the institutional investment market; Solid knowledge of Microsoft Office; ability to quickly learn new software applications, including those which are proprietary

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 $5,000.

• Top tier healthcare coverage
• 100% paid premium for disability and employee life insurance coverage
• Hybrid work policy
• Paid time off & 15+ holidays
• Summer hours
• Enhanced employee assistance program
• Tuition and education reimbursement

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. If you would like more information about how your data is processed, please contact us.