Investment Client Success Analyst

Marquette Associates; Chester (Delaware County); Hybrid; USD 70,000 - 110,000; Full time

Benefits offered by this job

Health insurance

Disability & life insurance

401K

PTO & holidays

Summer hours

Education reimbursement

Volunteer opportunities

Job summary

Marquette Associates is seeking a Client Analyst to support investment consulting relationships across institutional clients. You will work with lead consultants to prepare monthly and quarterly reports, develop meeting materials, and coordinate follow-up activities.

You will provide day-to-day client support, assist with investment manager and portfolio needs, and contribute to firm initiatives. A bachelor’s degree in finance or economics and 3–5 years’ experience in investment reporting are

Qualifications

• Bachelor’s degree in finance, economics, or related field.
• 3–5 years as a report analyst in investment consulting or related industry.
• Knowledge of financial markets, asset allocation, and performance analysis.
• Advanced Excel and Microsoft Office; able to learn new software quickly.
• Strong quantitative, analytical, and attention to detail; able to work independently.

Responsibilities

• Collaborate with lead consultants and internal team members to deliver coordinated, high-quality investment consulting support.
• Serve as primary point of contact for clients and third-party partners, ensuring timely, professional, and responsive communication.
• Provide day-to-day client support by responding to requests, coordinating deliverables, and addressing follow-up needs as directed.
• Prepare accurate and timely monthly and quarterly client reporting materials in accordance with deadlines.
• Manage projects for assigned clients by coordinating activities, monitoring progress, and supporting the timely completion of deliverables.
• Support lead consultants during client meetings by preparing materials, contributing relevant information, and coordinating follow-up items.
• Participate in meetings with investment managers to gather information and support ongoing portfolio needs.
• Mentor junior staff by sharing knowledge, providing guidance, and supporting development.
• Contribute actively and constructively to firmwide initiatives, team collaboration, and a positive professional environment.

Skills

Advanced Excel

Quantitative skills

Analytical skills

Client service

Education

Bachelor’s degree in finance or economics

Tools

Investment Metrics

PARis

Job description

Marquette Associates is seeking a Client Analyst to support investment consulting relationships across institutional clients. You will work with lead consultants to prepare monthly and quarterly reports, develop meeting materials, and coordinate follow-up activities.

You will provide day-to-day client support, assist with investment manager and portfolio needs, and contribute to firm initiatives. A bachelor’s degree in finance or economics and 3–5 years’ experience in investment reporting are