Marquette Associates

Financial Planning and Analysis

• Work collaboratively with colleagues on consulting and manager research teams to collect and synthesize data
• Support analytical work and gather information required for client deliverables
• Complete quarterly and monthly investment performance reporting
• Provide day-to-day client support and complete special projects
• Obtain monthly and quarterly client statements from investment managers and custodians
• Enter market values and cash flows into investment software and resolve discrepancies in performance calculations
• Reconcile performance returns across sources
• Understand and analyze market trends across equities, fixed income, real estate, hedge funds, and private equity
• Respond to client, manager, and custodian inquiries and explain performance results
• Create charts and graphs for client deliverables and perform data analysis
• Collaborate with asset class analysts on client-directed manager searches
• Generate reports and collect data from eVestment, Bloomberg, Morningstar, and FactSet
• Organize weekly agendas for investment committee meetings and distribute meeting minutes
• Support investment manager research and create client-ready deliverables, education materials, and manager reports/analysis

Investment Associate

• Develop and execute financial strategies in alignment with the firm’s long-term goals and objectives
• Provide leadership and expertise in financial accounting, budgeting, financial systems, strategic financial planning and problem solving
• Oversee the preparation and presentation of financial statements, ensuring accuracy, timeliness, and compliance with accounting standards (GAAP, IFRS, etc.)
• Manage monthly, quarterly, and annual closing processes, including consolidation and reporting for multiple entities
• Prepare shareholder and Board reports and deliver actionable insights to senior management and stakeholders
• Lead financial due diligence for potential mergers, acquisitions, or partnerships
• Manage the firm’s cash flow, ensuring adequate liquidity for operational needs and investment activities
• Oversee treasury functions including cash forecasting, investment management, and banking relationships

Investment Associate

Director of Finance, Accounting