Performance Analyst, Finance & Banking

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 role of the Performance Analyst is to provide analytical support to their teams and consultants, complete quarterly and monthly investment reporting, provide day-to-day client support, and special projects as assigned.

Job responsibilities include, but are not limited to:

• Obtain monthly and quarterly client statements from investment managers and custodians
• Enter market values and cash flows from the investment manager and custody statements into an investment software platform for each account in which the client is invested monthly
• Reconcile monthly performance returns between the custodian and the investment manager for each client account
• Problem solve for any discrepancies in performance calculations between the custodian and the investment manager
• Gather holdings for each client account to identify sector distribution and to compare the fundamental characteristics of the account to its appropriate benchmark
• Understand and analyze all asset classes in clients’ portfolios such as equities, fixed income, real estate, hedge funds and private equity
• Monitor market trends and monthly performance results for all asset classes
• Participate in team and firm projects upon request, which may include creating charts/graphs for client deliverables and data analysis
• Respond to clients, managers, and custodian requests for issue resolution in a timely manner
• Communicate and/or explain performance results to client team when requested

Qualifications:

• Bachelor’s degree in Finance, Economics, Business, or other relevant field
• Attention to detail and highly organized, ability to work independently to meet deadlines
• Ability to multitask in a fast-paced environment and react to change positively
• Knowledge and experience with Microsoft Office (i.e., Word, Excel, PowerPoint)
• Ability to quickly learn new software applications, including those which are proprietary
• CRM or database management a plus
• Critical thinking skills, self-starter with excellent follow-up abilities
• Highly motivated with strong work ethic
• Excellent interpersonal, collaboration and communication skills and ability to work directly with assigned clients and internal client relationship managers

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. The salary range for this position is $60,000 - $63,000 a year.

• 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.