Performance Analyst

7 days ago


Chicago, Illinois, United States Marquette Associates Full time
Job Summary

Marquette Associates is seeking a highly skilled Performance Analyst to join our team. As a Performance Analyst, you will play a critical role in providing analytical support to our teams and consultants, completing quarterly and monthly investment reporting, and providing day-to-day client support.

Key Responsibilities
  • Obtain and analyze monthly and quarterly client statements from investment managers and custodians.
  • Enter market values and cash flows into an investment software platform for each client account.
  • 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 compare the fundamental characteristics of the account to its appropriate benchmark.
  • Understand and analyze all asset classes in clients' portfolios, including 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, including creating charts and graphs for client deliverables and data analysis.
  • Respond to clients, managers, and custodian requests for issue resolution in a timely manner.
Requirements
  • Bachelor's degree in Finance, Economics, Business, or a related field.
  • Attention to detail and highly organized, with the 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, including Word, Excel, and PowerPoint.
  • Ability to quickly learn new software applications, including proprietary systems.
  • CRM or database management experience a plus.
  • Critical thinking skills, self-starter with excellent follow-up abilities.
  • Highly motivated with a strong work ethic.
  • Excellent interpersonal, collaboration, and communication skills, with the ability to work directly with assigned clients and internal client relationship managers.
Benefits

Marquette Associates offers a comprehensive benefits package, including top-tier healthcare coverage, 100% paid premium for disability and employee life insurance, and a company 401K contribution.

We also offer a hybrid work policy, paid time off, and 15+ holidays, as well as enhanced employee assistance programs and volunteer opportunities.

Tuition and education reimbursement are also available.

Marquette Associates is proud to be an Equal Opportunity Employer.


  • Performance Analyst

    3 weeks ago


    Chicago, Illinois, United States Marquette Associates Full time

    About the RoleMarquette Associates is seeking a highly skilled and detail-oriented Performance Analyst to join our team. As a Performance Analyst, you will play a critical role in providing analytical support to our teams and consultants, completing quarterly and monthly investment reporting, and providing day-to-day client support.Key ResponsibilitiesObtain...

  • Financial Analyst

    2 weeks ago


    Chicago, Illinois, United States Performance Trust Full time

    Accounting Analyst RoleWe are seeking a detail-oriented Accounting Analyst to support our internal finance and accounting team at Performance Trust Capital Partners.Key ResponsibilitiesEnsure timely execution of internal accounting procedures and processes to support financial and business line managerial reports.Analyze and interpret data to evaluate and...


  • Chicago, Illinois, United States U.S. Soccer Federation Full time

    Job Title: Performance Analyst, Data InsightsU.S. Soccer Federation is seeking a highly skilled Performance Analyst, Data Insights to join our team. As a key member of our performance analysis department, you will be responsible for designing and delivering data-driven insights to support our technical staff in all phases of the game.Key...


  • Chicago, Illinois, United States Cook County Offices Full time

    Job SummaryCook County Offices is seeking a highly skilled Performance Management Analyst to join our team. As a key member of our Office of Research, Operations and Innovation, you will play a critical role in enhancing operational efficiencies and services across all departments and agencies under Cook County government.Key ResponsibilitiesAnalyze...


  • Chicago, Illinois, United States 1872 Consulting Full time

    About the Role**Senior Performance Analyst - Enterprise Infrastructure**We are seeking a highly skilled Senior Performance Analyst to join our team at 1872 Consulting. As a Senior Performance Analyst, you will be responsible for managing the firm's Enterprise Infrastructure and providing enablement. This role is responsible for calculating, analyzing, and...


  • Chicago, Illinois, United States Doughboy Restaurant Group Full time

    Job Title: Financial AnalystLocation: Chicago (in office-position, Downtown and Alsip) Department: Finance Reports To: Kevin Dungan Job Type: Full-Time Job Overview:We are in search of a meticulous and proficient Financial Analyst to enhance our financial operations. This position is pivotal in assessing the financial health of our restaurant ventures and...


  • Chicago, Illinois, United States Newly Weds Foods Full time

    Job Summary:We are seeking a highly skilled Manufacturing Performance Analyst to join our team at Newly Weds Foods. As a key member of our finance department, you will be responsible for analyzing and optimizing our manufacturing operations to drive business growth and profitability.Key Responsibilities:Collaborate with plant and operational leadership to...


  • Chicago, Illinois, United States U.S. Soccer Federation Full time

    About the RoleWe are seeking a highly skilled Performance Analyst to join our team at the U.S. Soccer Federation. As a key member of our technical staff, you will be responsible for contributing to the design and delivery of data and video analysis to support our coaches and players in all phases of the game.Key ResponsibilitiesData Analysis and Reporting:...


  • Chicago, Illinois, United States Cook County Offices Under the President Full time

    About the RoleWe are seeking a highly skilled Senior Performance Management Analyst to join our team at Cook County Offices Under the President. As a key member of our Operations and Innovation team, you will play a critical role in enhancing operational efficiencies and services across our departments and agencies.Key ResponsibilitiesDevelop and implement...


  • Chicago, Illinois, United States Glassdoor Full time

    Senior Performance Marketing AnalystWe are seeking a highly skilled Senior Performance Marketing Analyst to join our Marketing Analytics team at Glassdoor. As a key member of our team, you will play a pivotal role in fostering a data-driven culture and driving business growth through data-driven insights.About the Role:Develop Data-Driven Insights: Create...


  • Chicago, Illinois, United States Heinz Full time

    Position Overview:As a Senior Analyst for Warehouse Operations, you will oversee the daily metrics and performance of warehouse activities. This role involves identifying and supporting initiatives aimed at enhancing efficiency and improving key performance indicators (KPIs). Your responsibilities will also encompass managing critical metrics that contribute...


  • Chicago, Illinois, United States Newly Weds Foods Full time

    Job Summary:We are seeking a highly skilled Manufacturing Financial Analyst to join our team at Newly Weds Foods. As a key member of our finance team, you will be responsible for providing financial analysis and insights to support business decisions and drive growth.Key Responsibilities:Collaborate with plant and operational leadership to develop budgets...


  • Chicago, Illinois, United States Community and Economic Development Assoc Full time

    Job OverviewPosition SummaryThe Multi-Family Building Analyst (MFBA) is responsible for conducting comprehensive energy assessments and evaluating the overall performance of multi-family structures. This role involves analyzing the interconnectivity of various building systems and leveraging expertise to provide detailed evaluations of existing properties....

  • Performance Analyst

    3 weeks ago


    Chicago, Illinois, United States Fiducient Advisors Full time

    Fiducient Advisors, a leading investment consulting firm, is seeking a skilled Investment Performance Specialist to join our team. As a key member of our investment operations team, you will be responsible for analyzing and reporting on the performance of our clients' investment portfolios.Key Responsibilities:Calculate and analyze portfolio performance...


  • Chicago, Illinois, United States Kellanova Co. Full time

    Job SummaryWe are seeking a highly skilled Senior Analyst to join our Retail Center of Excellence Team. As a key member of our team, you will play a critical role in driving sales performance and ensuring executional accuracy.Key ResponsibilitiesIdentify connections and patterns to uncover opportunities and share your findings.Manage, develop, deploy, and...


  • Chicago, Illinois, United States MyCareersFuture Full time

    Job SummaryAs a Senior Network Analyst at MyCareersFuture, you will play a critical role in ensuring the stability and performance of our network systems. Your expertise in network diagnostics, troubleshooting, and optimization will be essential in identifying and resolving network issues, ensuring minimal downtime and maximum productivity.Key...


  • Chicago, Illinois, United States City of Chicago Office of Inspector General Full time

    REQUIRED: Must reside in Chicago or be willing and able to move to Chicago if offered employment. Visit to applyThe Audit & Program Review (APR) division undertakes independent and impartial assessments of municipal programs and operations, producing public reports of findings and offering recommendations aimed at enhancing the effectiveness and efficiency...


  • Chicago, Illinois, United States U.S. Soccer Federation Full time

    About the RoleWe are seeking a highly skilled Performance Analyst to join our team at the U.S. Soccer Federation. As a key member of our technical staff, you will be responsible for contributing to the design and delivery of data and video analysis to support our coaches and players in all phases of the game.Key ResponsibilitiesData Analysis and Reporting:...


  • Chicago, Illinois, United States IMEG Corporation Full time

    About the RoleWe are seeking a highly motivated and detail-oriented Building Performance Graduate- Analyst to join our team at IMEG Corporation. As a Building Performance Graduate- Analyst, you will play a key role in optimizing building performance, energy planning, and management, and decarbonization planning of large building portfolios.Key...


  • Chicago, Illinois, United States ABM Industries Full time

    Job Overview This role fosters a culture of ongoing enhancement while tackling challenges with an optimistic outlook. Utilizes analytical reasoning and quantitative data to formulate recommendations. Thrives in a high-achieving team environment, excels in a professional office atmosphere, and communicates proactively.Within a division, this position is...