Job details

Performance Analyst Summer 2025

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 role of the Performance Analyst is to provide analytical support to their teams and consultants, complete quarterly and monthly investment reporting, provide day-to-day client support, and special projects as assigned.

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 custody statements into an investment software platform for each account in which the client is invested monthly
Reconcile monthly performance returns between the custodian and the investment manager for each client account
Problem solve for any discrepancies in performance calculations between the custodian and the investment manager
Gather holdings for each client account to identify sector distribution and to compare the fundamental characteristics of the account to its appropriate benchmark
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
Respond to clients, managers, and custodian requests for issue resolution in a timely manner
Communicate and/or explain performance results to client team when requested

Qualifications:

Bachelor’s degree in Finance, Economics, Business, or other relevant field
Attention to detail and highly organized, ability to work independently to meet deadlines
Ability to multitask in a fast-paced environment and react to change positively
Knowledge and experience with Microsoft Office (i.e., Word, Excel, PowerPoint)
Ability to quickly learn new software applications, including those which are proprietary
CRM or database management a plus
Critical thinking skills, self-starter with excellent follow-up abilities
Highly motivated with strong work ethic
Excellent interpersonal, collaboration and communication skills and ability to work directly with assigned clients and internal client relationship managers

$60,000 - $63,000 a year

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