Investment Associate, July 2026
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Job Location:
Philadelphia, PA - USA
Monthly Salary:
Not Disclosed
Posted on:
Yesterday
Vacancies:
1 Vacancy
Job Summary
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 Investment Associate is responsible for working collaboratively with colleagues on the consulting and manager research teams to collect and synthesize data support analytical work and gather information required for client deliverables.
Job responsibilities include but are not limited to:
- Obtain monthly and quarterly client statements from investment managers and custodians
- Enter market values and cash flows from the investment manager and custodian statements in the investment software platform for each account in which the client is invested while problem solving any discrepancies in performance calculationsand reconciling performance returns across sources
- 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
- Assist Research team in generating reports and collecting data from eVestment Bloomberg Morningstar and FactSet
- Organize weekly agendas for investment committee meetings take and distribute meeting minutes
- Provide day-to-day client support: respond to client manager and custodian inquiries explain performance results to the client team when requested and resolve issues in a timely manner
- Support asset class leaders with investment manager research by collecting/analyzing data attending investment manager meetings and helping create client-ready deliverables education materials and manager reports/analysis
Qualifications:
- Bachelors 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 those which are proprietary
$60000 - $63000 a year
The starting salary offer will vary based on the applicants 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 $5000.
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. 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.
Required Experience:
IC
Key Skills
- Eclipse
- Apache
- Drafting
- Audio Visual
- AutoCAD Drafting
- ACCA
About Company
Marquette Associates provides our clients with independent and thoughtful investment guidance.
