--- title: 'Client Analyst, West Chester at Marquette Associates' canonical: 'https://feeny.ai/job/client-analyst-west-chester-marquette-associates-philadelphia-nwsatzzc7m7y' type: 'job' last_seen: '2026-10-15' --- # Client Analyst, West Chester at Marquette Associates - **Company:** Marquette Associates - **Location:** Philadelphia, PA - **Compensation:** $80k–$105k - **Employment:** full-time - **Work type:** hybrid - **Posted:** 2026-10-08 - **Last confirmed live:** 2026-10-15 - **Apply:** https://jobs.lever.co/marquetteassociates/3064abd8-1124-43b0-bc3c-f7555549796e ## Job description 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 Client Analyst plays an integral role in supporting Marquette Associates’ investment consulting relationships across a range of institutional client types. Working closely with lead consultants and internal teams, the Client Analyst helps deliver accurate, timely, and responsive service by preparing monthly and quarterly investment reports, developing materials for client meetings, and coordinating follow-up activities. The Client Analyst will provide ongoing day-to-day client support, assist with investment manager and portfolio-related needs, and contributes to special projects and broader firm initiatives as assigned. Job responsibilities will include, but are not limited to: - Collaborate closely with lead consultants and internal team members to deliver coordinated, high-quality investment consulting support - Serve as a primary point of contact for clients and third-party partners, ensuring timely, professional, and responsive communication - Provide day-to-day client support by responding to requests, coordinating deliverables, and addressing follow-up needs as directed - Prepare accurate and timely monthly and quarterly client reporting materials in accordance with deadlines - Manage projects for assigned clients by coordinating activities, monitoring progress, and supporting the timely completion of deliverables - Support lead consultants during client meetings by preparing materials, contributing relevant information, and coordinating follow-up items - Participate in meetings with investment managers to gather information and support ongoing portfolio needs - Mentor junior staff by sharing knowledge, providing guidance, and supporting development - Contribute actively and constructively to firmwide initiatives, team collaboration, and a positive professional environment Qualifications: - Bachelor’s degree in finance, economics, or related degree - At least 3 - 5 years of experience as a report analyst in investment consulting or related industry - Demonstrated industry knowledge, specifically around general financial markets, asset allocation, performance analysis, portfolio construction, investment policy, asset transfers and rebalancing - Experience with financial reporting functions - Proven client service skills and ability to present information effectively and professionally in written and verbal formats - Advanced Excel skillset; solid knowledge of Microsoft Office; ability to quickly learn new software applications - Strong quantitative and analytical skills - Strong attention to detail, highly organized, with ability to work independently to meet deadlines - Experience with Investment Metrics (formerly InvestorForce) and PARis is a plus - Interest in or progress towards CFA or other professional designation is preferred but not required ## 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. ## About Marquette Associates ## Company Overview - **One-liner**: Marquette Associates is an independent, 100% employee-owned investment consulting firm providing fiduciary, asset allocation, and manager selection services to institutional and private clients. - **Entity Type**: Private (100% employee-owned) - **Headquarters**: Chicago, Illinois, USA - **Founded**: 1986 - **Founders**: Not publicly listed on the website, but the firm was founded under the same name in 1986. ## Core Business - Primary industry/industries: Investment Consulting, Asset Management, Fiduciary Services - Target customers: Institutions (pension plans, endowments, foundations), private clients (individuals, families, family offices), registered investment advisors, and charitable organizations. - Mission or purpose statement: To provide independent, client-centric investment guidance and act as a trusted fiduciary partner, placing client interests at the center of everything. ## Products & Services - **[Investment Consulting]**: Core service offering asset allocation modeling, manager search and selection, performance reporting, and investment policy development. Typically non-discretionary. - **[Defined Contribution Consulting]**: Specialized consulting for retirement plan sponsors, including plan design, investment menu construction, and participant education. - **[Outsourced CIO (OCIO)]**: A discretionary service where Marquette assumes full responsibility for portfolio management, including asset allocation, rebalancing, and manager hiring/firing. - **[Private Client Consulting]**: Tailored investment advice for high-net-worth individuals, families, and family offices. - **[Fiduciary Services / QPAM Services]**: Acting as a Qualified Professional Asset Manager under ERISA, providing investment supervisory services for client portfolios. ## Market Standing - **Valuation/Market Cap**: Private; not disclosed. - **Key Metrics**: As of December 31, 2025, the firm had **$29.5 billion** in discretionary assets under management (AUM) and **$381.5 billion** in assets under advisement (AUA). They serve **425+ clients** with a **99% client retention rate** over the last 10 years. - **Notable Investors/Partners**: 100% employee-owned by 24 partners. Key leadership includes CEO Brian Wrubel (35+ years at firm). - **Growth Signals**: Maintains high client retention (99% over 10 years), significant assets under advisement (£381.5B), and has expanded to offices in Chicago, Baltimore, St. Louis, and Milwaukee. ## Competitive Advantages - **Independent and Conflict-Free**: 100% employee-owned with no external investors or parent company, allowing them to prioritize client interests without outside pressure. - **Fiduciary Standard**: Operates strictly as a fiduciary, legally obligated to act in the best interest of clients. - **High Retention and Experience**: 99% client retention rate over a decade and a CEO with 35+ years at the firm demonstrate deep institutional knowledge and client trust. - **Scale and Specialization**: Serves over 425 institutional clients with nearly $400B in assets under advisement, providing significant research and negotiation power. ## Strategic Focus - Current priorities include continuing to grow their institutional and private client base while maintaining their independent, employee-owned structure. Their recent ADV filing indicates a focus on expanding their discretionary (OCIO) services. ## Why Work Here - **Culture**: Marquette emphasizes a collaborative, learning-oriented "culture of community" with formal mentorship and one-on-one access to firm leadership. - **Work-Life Balance**: Offers a hybrid work policy, paid time off, 15+ holidays, and summer hours. - **Compensation & Benefits**: Generous healthcare (medical, dental, vision), 100% paid premiums for disability and life insurance, FSAs/HSAs, and a company 401(k) contribution. - **Professional Development**: Strong support for growth via tuition and education reimbursement, internal promotions, and mentorship opportunities. - **Work Environment**: 100% employee-owned, fostering a sense of ownership and long-term commitment among staff. They host company-wide events and volunteer opportunities. ## Sources 1. [Marquette Associates - Homepage](https://www.marquetteassociates.com/) 2. [Marquette Associates - Careers Page](https://www.marquetteassociates.com/careers/) 3. [Marquette Associates - General Opportunities (Lever)](https://jobs.lever.co/marquetteassociates/c56e2395-3445-4c2e-9fe0-df0c54e5a64a) 4. [Marquette Associates - People Page](https://www.marquetteassociates.com/people/) 5. [Marquette Associates - ADV Part 2A Brochure (May 2026)](https://www.marquetteassociates.com/wp-content/uploads/2025/03/2026-Marquette-Associates-ADV-Part-2A.pdf) ## Other roles at Marquette Associates - [Investment Associate](https://feeny.ai/job/investment-associate-marquette-associates-chicago-hapt7xszse26) — Chicago, IL - [Director of Finance & Accounting](https://feeny.ai/job/director-of-finance-accounting-marquette-associates-chicago-yy57f6jcesbg) — Chicago, IL - [RFP Project Coordinator](https://feeny.ai/job/rfp-project-coordinator-marquette-associates-chicago-7x0q2ysdepy3) — Chicago, IL - [Research Analyst, Private Equity](https://feeny.ai/job/research-analyst-private-equity-marquette-associates-chicago-0v81nam63h7r) — Chicago, IL - [General Opportunities](https://feeny.ai/job/general-opportunities-marquette-associates-chicago-3pe8kh3r7k2p) — Chicago, IL