Investment Associate: Research, Analytics & Client Support

Marquette Associates; Philadelphia (Philadelphia County); Hybrid; USD 65,000 - 105,000; Full time

Benefits offered by this job

Hybrid work policy

Tuition and education reimbursement

Paid time off & 15+ holidays

Company 401K contribution

Job summary

Marquette Associates in Philadelphia seeks an Investment Associate to join the client and research teams, handling data collection, analysis and client deliverables. You will build manager searches, process performance reports, and support investment decisions by analyzing data from Bloomberg, Morningstar, and FactSet.

Ideal candidates graduate in Dec 2026 or Spring 2027 with a finance-related degree and strong communication, detail orientation, and the ability to work independently in a

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

Responsibilities

• Prepare quarterly and monthly investment performance reporting for clients.
• Provide day-to-day client support and respond to inquiries.
• Build investment manager searches with asset class leads.
• Collect and analyze data from eVestment, Bloomberg, Morningstar and FactSet.
• Create client-ready deliverables, charts and analyses.

Skills

Attention to detail

Communication skills

Microsoft Office

Critical thinking

Independence/self-motivation

Education

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

Tools

Bloomberg

eVestment

Morningstar

FactSet

Job description

Marquette Associates in Philadelphia seeks an Investment Associate to join the client and research teams, handling data collection, analysis and client deliverables. You will build manager searches, process performance reports, and support investment decisions by analyzing data from Bloomberg, Morningstar, and FactSet.

Ideal candidates graduate in Dec 2026 or Spring 2027 with a finance-related degree and strong communication, detail orientation, and the ability to work independently in a