Investment Associate

Marquetteassociates; Chicago (IL); Hybrid; USD 65,000 - 90,000; Full time

Benefits offered by this job

Top-tier health coverage

100% paid premium for disability and E

HSA/FSA options

401K company contribution

Hybrid work policy

Paid time off & 15+ holidays

Tuition and education reimbursement

Job summary

Marquette Associates in Chicago seeks an Investment Associate to work with the consulting and research teams to collect and synthesize data, support analytical work, and prepare client deliverables.

You will perform monthly and quarterly performance reporting, provide day-to-day client support, and assist with manager searches using sources like eVestment, Bloomberg, Morningstar and FactSet, while developing your knowledge of equities, fixed income, real estate, hedge funds and private equity.

Qualifications

• Bachelor’s degree in Finance, Economics, Business or related field.
• Strong attention to detail and organizational skills.
• Curiosity and interest in the institutional investment market; strong desire to learn.

Responsibilities

• Collaborate with client team to obtain statements and reconcile data for client deliverables.
• Enter market values and cash flows in investment software; reconcile performance calculations.
• Analyze market trends across asset classes and provide day‑to‑day client support.
• Attend investment committee meetings and prepare reports for managers and clients.
• Assist research team with manager searches and data collection for education materials.

Skills

Attention to detail

Communication skills

Interpersonal skills

Multitasking

Independent work

Client service

Critical thinking

Microsoft Office

Curiosity

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.

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

• 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

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.