Investment Associate

Marquette Associates•Chicago, IL

8d•$60,000 - $63,000•Hybrid

About The Position

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 â€” our team aims to be a trusted partner and as fiduciaries, our clientsâ€™ 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.

Requirements

Open to December 2026 and Spring 2027 graduates
Bachelorâ€™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

Responsibilities

Complete quarterly and monthly investment performance reporting in support of the client team.
Provide day-to-day client support and special projects assigned by the client team.
Build investment manager searches in support of the research team, working with asset class leads.
Collect and analyze data for investment manager searches.
Attend investment manager meetings.
Obtain monthly and quarterly client statements from investment managers and custodians.
Enter market values and cash flows from statements into the investment software platform.
Problem solve discrepancies in performance calculations and reconcile performance returns across sources.
Analyze market trends in performance of all asset classes in clientsâ€™ portfolios (equities, fixed income, real estate, hedge funds, private equity).
Respond to client, manager, and custodian inquiries.
Explain performance results to the client team when requested.
Resolve issues in a timely manner.
Participate in team and firm projects, which may include creating charts/graphs for client deliverables and data analysis.
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.