Client Analyst, East Coast

2 weeks ago

Philadelphia, Pennsylvania, United States Marquette Associates Inc Full time

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 Client Analyst is to support one or more consultants, complete quarterly and monthly investment reporting, participate in client meetings, provide day-to-day client support, and special projects as assigned.

Job responsibilities will include, but are not limited to:
    • Work closely with lead consultants in a team-based environment
  • Act as main point of contact with clients and third-party contacts
  • Provide day-to-day client support as directed
  • Complete client related reporting materials on a quarterly and/or monthly basis
  • Create/participate in creating new project parameters based on client requirements
  • Act as project manager on designated clients
  • Participate in client meetings with lead consultants in a support role
  • Participate in meetings with investment managers
  • Mentor junior staff on specific areas of expertise
  • Take an active and constructive role within the firm
Qualifications:
    • Bachelor's degree in Finance or related field and at least five years of relevant experience
  • Knowledge of investment industry, specifically: general financial markets, asset allocation, performance analysis, portfolio construction, investment policy, asset transfers and rebalancing
  • Experience with financial reporting and/or legal, compliance functions
  • Demonstrated interest in investments and desire to build investment knowledge
  • Advanced Excel skillset
  • Professional communication and interpersonal skills
  • Strong quantitative and analytical skills
  • Critical thinking skills, self-starter
  • Excellent follow-up abilities
  • Ability to multitask in a fast-paced environment and react to change positively
  • 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

$85,000 - $100,000 a year

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.

We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

  • Mergers and Acquisitions Associate

    1 week ago

    Philadelphia, Pennsylvania, United States Atlantic Group Full time

    Job Overview – M&A Associate (Remote):Compensation: $110,000 – $130,000/year + bonusLocation: Remote Role (East Coast Hours)Schedule: Monday to Friday (Remote)Atlantic Group is hiring an M&A Associate (Remote) to support strategic merger and acquisition initiatives for our client. This fully remote role, aligned to East Coast business hours, requires...

  • Head Lice Removal Technician

    6 days ago

    Philadelphia, Pennsylvania, United States Lice Free Noggins Full time

    Head Lice Removal Technician – Independent Contractor (Flexible Schedule)Prior experience in lice removal is REQUIRED. Please only apply if you have prior experience.Lice Free Noggins is the leading mobile, in-home head lice removal service along the East Coast, trusted by thousands of families and schools. With hundreds of 5-star reviews, we are known for...

  • Analyst: Professional

    2 weeks ago

    Philadelphia, Pennsylvania, United States Spencer Stuart Full time

    ANALYST ROLEAnalyst RoleSpencer Stuart seeks to recruit anAnalystto be based in ourPhiladelphiaoffice to support either ourProfessional and Technology ServicesPractice, ourLegal, Compliance and Government AffairsPractice, or ourFinancial OfficerPractice. Analysts play a critical and visible role on the team. Working closely with Associates, Senior...

  • Analyst – Congestion Management

    1 week ago

    Philadelphia, Pennsylvania, United States Bradsby Group Full time

    Analyst – Congestion Management ServicesTitle:Analyst – Congestion Management ServicesLocation:Philadelphia, PA (Hybrid: 3 days in office / 2 days WFH)Relocation:YesOur client is highly respected energy markets advisory group. They are looking to hire an Analyst-level professional for the Congestion Management Services team within the Wholesale Market...

  • Intelligence Analyst, Philadelphia, PA

    2 weeks ago

    Philadelphia, Pennsylvania, United States TAM-C Solutions Full time

    Company DescriptionTAM-C Solutions empowers clients by providing actionable intelligence that enables businesses to operate in a risk-acceptable environment. Our focus is to deliver high-quality intelligence solutions to help our clients make informed decisions. We are dedicated to maintaining a secure and effective operational environment for our clients...

  • Senior Compliance Analyst

    1 week ago

    Philadelphia, Pennsylvania, United States ACA Group Full time

    The Opportunity:The individual in this position supports supervisors, relationship managers, account owners, and engagement leads with certain ACA managed services offerings including, but not limited to: electronic communications reviews, regulatory filings, marketing reviews, and anti-money laundering reviews. Senior Data Analysts are expected to...

  • Board Certified Behavior Analyst

    1 week ago

    Philadelphia, Pennsylvania, United States BEHAVIOR INTERVENTIONS INC Full time $68,400 - $105,600

    Job Details Job Location: Philadelphia, PA 19107 Salary Range: $68, $105,600.00 Salary/yearPosition:  Board Certified Behavior AnalystLocation: Philadelphia, PABoard-Certified Behavior Analyst (BCBA), full time and part time BCBA positions available in Philadelphia, PA.Check us out on YouTube: Our Mission and MotivationGrow with Us Why Board-Certified...

  • Board Certified Behavior Analyst

    17 hours ago

    Philadelphia, Pennsylvania, United States BEHAVIOR INTERVENTIONS INC Full time $68,000 - $105,000

    Job Details Job Location:    Philadelphia, PA Salary Range:    $ $ Salary/year DescriptionPosition:  Board Certified Behavior AnalystLocation: Philadelphia, PABoard-Certified Behavior Analyst (BCBA), full time and part time BCBA positions available in Philadelphia, PA.Check us out on YouTube: Our Mission and MotivationGrow with Us Why...

  • Analyst, Kroll Settlement Administration

    1 week ago

    Philadelphia, Pennsylvania, United States Kroll Inc. Full time

    Kroll Settlement Administration, part of Kroll's Business Services division, is the leader in cutting-edge technology and consulting services for class action, mass tort, regulatory remediation and government claims administration. With 50+ years of legal administration expertise, we offer unmatched solutions and capacity for even the most complex...

  • Analyst Management II

    2 weeks ago

    Philadelphia, Pennsylvania, United States Dynamic Solutions Technology LLC Full time

    Dynamic Solutions Technology, LLC, a premier strategic services firm that meets IT and Service needs for commercial and government clients, is seeking full-time Analyst Management II. This is an exempt position in support of the customer based in Philadelphia, PA.Responsibilities: Gather, review, and analyze financial and budgeting data to provide informed...