Client Analyst, West Chester

Marquette was founded in 1986 with the sole objective of providing investment consulting at the highest caliber of service. Our expertise is grounded in our commitment to client service — our team aims to be a trusted partner and as fiduciaries, our clients’ interests and objectives are at the center of everything we do. Our approach brings together the real-world experience of our people and our dedication to creativity and critical thinking in order to empower our clients to meet their goals. The Client Analyst plays an integral role in supporting Marquette Associates’ investment consulting relationships across a range of institutional client types. Working closely with lead consultants and internal teams, the Client Analyst helps deliver accurate, timely, and responsive service by preparing monthly and quarterly investment reports, developing materials for client meetings, and coordinating follow-up activities. The Client Analyst will provide ongoing day-to-day client support, assist with investment manager and portfolio-related needs, and contributes to special projects and broader firm initiatives as assigned. Job responsibilities will include, but are not limited to: Collaborate closely with lead consultants and internal team members to deliver coordinated, high-quality investment consulting supportServe as a primary point of contact for clients and third-party partners, ensuring timely, professional, and responsive communicationProvide day-to-day client support by responding to requests, coordinating deliverables, and addressing follow-up needs as directedPrepare accurate and timely monthly and quarterly client reporting materials in accordance with deadlinesManage projects for assigned clients by coordinating activities, monitoring progress, and supporting the timely completion of deliverablesSupport lead consultants during client meetings by preparing materials, contributing relevant information, and coordinating follow-up itemsParticipate in meetings with investment managers to gather information and support ongoing portfolio needsMentor junior staff by sharing knowledge, providing guidance, and supporting developmentContribute actively and constructively to firmwide initiatives, team collaboration, and a positive professional environment Qualifications: Bachelor’s degree in finance, economics, or related degreeAt least 3 - 5 years of experience as a report analyst in investment consulting or related industryDemonstrated industry knowledge, specifically around general financial markets, asset allocation, performance analysis, portfolio construction, investment policy, asset transfers and rebalancingExperience with financial reporting functionsProven client service skills and ability to present information effectively and professionally in written and verbal formatsAdvanced Excel skillset; solid knowledge of Microsoft Office; ability to quickly learn new software applicationsStrong quantitative and analytical skillsStrong attention to detail, highly organized, with ability to work independently to meet deadlinesExperience with Investment Metrics (formerly InvestorForce) and PARis is a plusInterest in or progress towards CFA or other professional designation is preferred but not required BENEFITS WE OFFER: 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 Marquette Associates is proud to be an Equal Opportunity Employer. We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us. The starting salary offer will vary based on the applicant’s education, experience, skills, abilities, geographic location, internal equity, and alignment with market data. This position is also eligible to participate in the annual incentive plan, which includes a target bonus of $10,000.