Marquette Associates · 2 months ago
Intern - Summer 2026
Marquette Associates is an investment consulting firm founded in 1986, committed to providing high-caliber client service. The MAI internship program offers motivated students opportunities to engage in professional work, involving projects that develop business acumen and skillsets.
Financial Services
Responsibilities
Interns will partner with the Research and Consulting teams
Understand and analyze all asset classes in clients’ portfolios such as equities, fixed income, real estate, hedge funds and private equity
Participate in team and firm projects upon request, which may include creating charts/graphs for client deliverables and data analysis
Gather and analyze data for the research team or a specific asset class
Use the different investment terminals at Marquette in order to obtain the most accurate and time sensitive data available
Partner with performance and client analyst team members to complete various projects and deliverables
Gather data for monthly client meetings and analyze the data along with members of the assigned client team
Gather holdings for each client account to identify sector distribution and to compare the fundamental characteristics of the account to its appropriate benchmark
Monitor market trends and monthly performance results for all asset classes
Participate in team and firm projects upon request, which may include creating charts and graphs for client deliverables and data analysis
Qualification
Required
In the process of obtaining a bachelor's degree in Finance, Economics, Business or related field
Attention to detail and highly organized, ability to work independently to meet deadlines
Ability to multitask in a fast-paced environment and react to change positively
Solid knowledge of Microsoft Office (i.e., Word, Excel, PowerPoint); ability to quickly learn new software applications, including those which are proprietary
Critical thinking skills, self-starter with excellent follow-up abilities
Highly motivated with strong work ethic
Excellent interpersonal, collaboration and communication skills and ability to work directly with others in a team setting
Preferred
CRM or database management a plus
Benefits
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
Company
Marquette Associates
Marquette Associates provides our clients with independent and thoughtful investment guidance.