Senior Tax Analyst managing complex fiscal calculations and tax regulations. Conducting audits, ensuring compliance, and providing strategic tax planning with a critical approach.
About the role
- Performance Analyst providing analytical support and investment reporting at Marquette Associates. Collaborating with teams for day-to-day client support and special projects.
Responsibilities
- Obtain monthly and quarterly client statements from investment managers and custodians
- Enter market values and cash flows from the investment manager and custody statements each month into an investment software platform for each account in which the client is invested
- 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
Requirements
- 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
- Solid knowledge of Microsoft Office (i.e., Word, Excel, PowerPoint); ability to quickly learn new software applications, including those which are proprietary
- 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, internal client relationship managers and developers
- CRM or database management a plus
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
Job type
Experience level
Salary
Degree requirement
No Education Requirement
Tech skills
Location requirements
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