Performance Analyst, West Chester en Marquette Associates
Marquette Associates · Philadelphia, Estados Unidos De América · Hybrid
- Oficina en Philadelphia
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 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
Qualifications:
- 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
The starting salary offer will vary based on the applicant’s 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 $5,000.
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.
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