Client Analyst, West Chester

Responsibilities

• 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

Qualifications

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

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

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 $10,000.

BENEFITS WE OFFER

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.