Investment Associate

Marquette Associates

. Work collaboratively with colleagues on consulting and manager research teams to collect and synthesize data .

Posted 9/21/2026full-timeUnited StatesJuniorMid-Level💰 $60,000 - $63,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates strong analytical skills and attention to detail in investment performance reporting and data analysis. Proficient in client support and communication, with a solid understanding of market trends across various asset classes.

Highest-signal resume keywords

Investment Performance ReportingData AnalysisClient SupportMicrosoft Office ProficiencyMarket Trend Analysis

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Data SynthesisPerformance ReconciliationInvestment Software ProficiencyChart CreationReport GenerationMarket Value EntryCash Flow AnalysisCritical ThinkingMultitaskingProblem Solving

Soft Skills

Attention to DetailOrganizational SkillsCommunication SkillsInterpersonal SkillsCuriosity

Tools & Technologies

EVestmentBloombergMorningstarFactSetProprietary Applications

Industry Keywords

Institutional Investment MarketEquitiesFixed IncomeReal EstateHedge FundsPrivate Equity

Tech Stack

Tools & technologies

ReactSpring

About the role

Key responsibilities & impact

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

Requirements

What you’ll need

Open to December 2026 and Spring 2027 graduates
Bachelor’s degree in Finance, Economics, Business or related field
Commitment to client service excellence
Strong attention to detail and highly organized
Ability to work independently to meet deadlines; use critical thinking skills to solve problems autonomously
Ability to multitask in a fast-paced environment and react to change positively
Excellent communication and interpersonal skills
Curiosity and interest in the institutional investment market; strong desire to learn
Solid knowledge of Microsoft Office
Ability to quickly learn new software applications, including proprietary applications

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 $5,000