Client Analyst

Marquette Associates

. Collaborate with lead consultants and internal team members to deliver coordinated investment consulting support .

Posted 10/8/2026full-timePhiladelphia • Pennsylvania • United StatesMid-LevelSenior💰 $80,000 - $105,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in investment consulting with a strong focus on client service, financial reporting, and project management. Proficient in financial analysis and reporting tools, with advanced skills in Excel and Microsoft Office.

Highest-signal resume keywords

Investment Consulting ExperienceFinancial Reporting FunctionsClient Service SkillsAdvanced Excel SkillsQuantitative And Analytical Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial AnalysisPortfolio ConstructionPerformance AnalysisAsset AllocationInvestment PolicyAsset TransfersRebalancingReport AnalysisProject ManagementData Coordination

Soft Skills

Attention To DetailOrganizational SkillsEffective CommunicationMentoringTeam Collaboration

Tools & Technologies

Microsoft OfficeInvestment MetricsPARisSoftware Applications

Certifications & Qualifications

CFA Progress

Industry Keywords

Financial MarketsClient SupportInvestment ConsultingClient ReportingThird-Party Partnerships

About the role

Key responsibilities & impact

Collaborate with lead consultants and internal team members to deliver coordinated investment consulting support
Serve as a primary point of contact for clients and third-party partners
Provide day-to-day client support by responding to requests, coordinating deliverables, and addressing follow-up needs
Prepare monthly and quarterly client reporting materials
Manage projects for assigned clients by coordinating activities, monitoring progress, and supporting timely completion of deliverables
Support lead consultants during client meetings by preparing materials and coordinating follow-up items
Participate in meetings with investment managers to gather information and support portfolio needs
Mentor junior staff
Contribute to firmwide initiatives, team collaboration, and a positive professional environment

Requirements

What you’ll need

Bachelor’s degree in finance, economics, or related degree
At least 3 - 5 years of experience as a report analyst in investment consulting or related industry
Demonstrated industry knowledge around general financial markets, asset allocation, performance analysis, portfolio construction, investment policy, asset transfers and rebalancing
Experience with financial reporting functions
Proven client service skills and ability to present information effectively and professionally in written and verbal formats
Advanced Excel skillset
Solid knowledge of Microsoft Office
Ability to quickly learn new software applications
Strong quantitative and analytical skills
Strong attention to detail and organizational skills
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

Benefits

Comp & perks

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
Annual incentive plan with a target bonus of $10,000