Marquette Associates · 2 months ago
Performance Analyst, West Chester
Philadelphia
Full-time
Hybrid
New Grad, Entry Level
$60K/yr - $63K/yrMarquette Associates is an investment consulting firm founded in 1986, dedicated to providing high-caliber client service. The Performance Analyst will provide analytical support, complete investment reporting, and assist with client inquiries and special projects.
Financial Services
Responsibilities
Obtain monthly and quarterly client statements from investment managers and custodians
Enter market values and cash flows from the investment manager and custody statements each month into an investment software platform for each account in which the client is invested
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 to compare the fundamental characteristics of the account to its appropriate benchmark
Understand and analyze all asset classes in clients’ portfolios such as 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 upon request, which may include creating charts/graphs for client deliverables and data analysis
Respond to clients, managers, and custodian requests for issue resolution in a timely manner
Communicate and/or explain performance results to client team when requested
Qualification
Required
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 assigned clients, internal client relationship managers and developers
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.
Founded in 1986
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Brian Wrubel
Chief Executive Officer, Managing Director
Andrea Blomquist
Associate Client Analyst, OCIO Services
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