Client Analyst, West ChesterMarquette Associates
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 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.
