Finance Analyst overseeing revenue operations and financial analysis in a growing international company. Collaborating with senior finance leaders for strategic finance exposure.
About the role
- Investment Associate at Marquette Associates responsible for data synthesis and client deliverables. Collaborating with consulting and research teams to support analytical work and investment manager research.
Responsibilities
- 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 calculations and 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
Requirements
- 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 those which are proprietary
Benefits
- 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
Job title
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