Client Analyst, West Chester

Marquette Associates•Philadelphia, PA

1d•Hybrid

About The Position

Marquette Associates, founded in 1986, provides high-caliber investment consulting services with a strong commitment to client service. As fiduciaries, their clients' interests are paramount. The Client Analyst plays a crucial role in supporting Marquette Associates’ investment consulting relationships with institutional clients. This role involves working closely with lead consultants and internal teams to deliver accurate, timely, and responsive service. Key responsibilities include preparing monthly and quarterly investment reports, developing client meeting materials, coordinating follow-up activities, providing day-to-day client support, assisting with investment manager and portfolio-related needs, and contributing to special projects and firm initiatives.

Requirements

Bachelor’s degree in finance, economics, or related degree
At least 3 - 5 years of experience as a report analyst in investment consulting or related industry
Demonstrated industry knowledge, specifically around general financial markets, asset allocation, performance analysis, portfolio construction, investment policy, asset transfers and rebalancing
Experience with financial reporting functions
Proven client service skills and ability to present information effectively and professionally in written and verbal formats
Advanced Excel skillset; solid knowledge of Microsoft Office; ability to quickly learn new software applications
Strong quantitative and analytical skills
Strong attention to detail, highly organized, with ability to work independently to meet deadlines

Nice To Haves

Experience with Investment Metrics (formerly InvestorForce) and PARis is a plus
Interest in or progress towards CFA or other professional designation is preferred but not required

Responsibilities

Collaborate closely with lead consultants and internal team members to deliver coordinated, high-quality investment consulting support
Serve as a 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