Investment Associate

Marquette Associates Inc

Chicago (IL)

Hybrid

USD 60,000 - 63,000

Full time

5 days ago

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Benefits offered by this job

Healthcare coverage

Disability & life insurance

FSA/HSA options

401K contribution

Hybrid work policy

Paid time off

Summer hours

EAP program

Volunteer opportunities

Education reimbursement

Company events

Job summary

Marquette Associates in Chicago seeks an Investment Associate to collaborate with the client and research teams on data collection and analysis for client deliverables.

You will assist in quarterly performance reporting, support day-to-day client inquiries, and build investment manager searches with asset-class leads. Strong analytical skills and attention to detail are essential.

Qualifications

Bachelor’s degree in Finance, Economics, Business or related field.
Commitment to client service excellence.
Strong attention to detail and highly organized.
Ability to work independently to meet deadlines; use critical thinking to solve problems.
Ability to multitask in a fast-paced environment and adapt to change.
Excellent communication and interpersonal skills.
Curiosity and interest in the institutional investment market; desire to learn.
Solid knowledge of Microsoft Office and ability to learn new software.

Responsibilities

Collaborate with client and research teams to collect and synthesize data for deliverables.
Complete monthly and quarterly investment performance reporting and client support.
Build investment manager searches with asset class leads; collect and analyze data.
Attend investment manager meetings and help prepare client-ready materials.

Skills

Client service excellence

Attention to detail

Independent work

Multitasking

Communication skills

Interpersonal skills

Investment market curiosity

MS Office proficiency

Education

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

Tools

eVestment

Bloomberg

Morningstar

FactSet

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 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

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

Competencies for Success/Qualifications:

Open to December 2026 and Spring 2027 graduates
Bachelor’s degree in Finance, Economics, Business or related field
Commitment to client service excellence
Strong attention to detail and highly organized
Ability to work independently to meet deadlines; use critical thinking skills to solve problems autonomously
Ability to multitask in a fast-paced environment and react to change positively
Excellent communication and interpersonal skills
Curiosity and interest in the institutional investment market; strong desire to learn
Solid knowledge of Microsoft Office; ability to quickly learn new software applications, including those which are proprietary

$60,000 - $63,000 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 $5,000.

BENEFITS WE OFFER: