Performance Analyst, Finance & Banking

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.

• 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

• 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

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

Paid time off & 15+ holidays

Summer hours

Enhanced employee assistance program

Volunteer opportunities

Tuition and education reimbursement

Marquette Associates is proud to be an Equal Opportunity Employer.