24 days old

Client Analyst, Baltimore

Marquette Associates
Lutherville Timonium, MD 21093
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Job responsibilities will include, but are not limited to:

  • Work closely with lead consultants in a team-based environment
  • Provide day-to-day client support as directed
  • Complete client related reporting materials on a quarterly and/or monthly basis
  • Create/participate in creating new project parameters based on client requirements
  • Act as project manager on designated clients
  • Participate in client meetings with lead consultants in a support role
  • Mentor junior staff on specific areas of expertise
  • Take an active and constructive role within the firm


  • Bachelor's degree in Finance or related field and at least three (3) years of relevant experience
  • Knowledge of investment industry (e.g., general financial markets knowledge, asset allocation, performance analysis, portfolio construction, investment policy, asset transfers and rebalancing)
  • Advanced Excel skillset
  • Interest in or progress towards CFA or other professional designation
  • Experience with Investment Metrics (formerly InvestorForce) is a plus
  • Professional communication and interpersonal skills
  • Ability to multitask in a fast-paced environment and react to change positively
  • Attention to detail and highly organized
  • Experience with financial reporting and/or legal, compliance functions
  • Critical thinking skills, self-starter
  • Excellent follow-up abilities
  • Strong attention to detail with ability to work independently to meet deadlines


Posted: 2021-07-08 Expires: 2021-08-09

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Client Analyst, Baltimore

Marquette Associates
Lutherville Timonium, MD 21093

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