---
title: 'Investment Associate at Marquette Associates'
canonical: 'https://feeny.ai/job/investment-associate-marquette-associates-chicago-hapt7xszse26'
type: 'job'
last_seen: '2026-10-15'
---

# Investment Associate at Marquette Associates

- **Company:** Marquette Associates
- **Location:** Chicago, IL
- **Compensation:** $60k–$63k
- **Employment:** full-time
- **Work type:** hybrid
- **Posted:** 2026-09-21
- **Last confirmed live:** 2026-10-15
- **Apply:** https://jobs.lever.co/marquetteassociates/c9efa5cf-2dfc-43f7-a464-6c009e252b1e

## 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 Investment Associate is responsible for working collaboratively with colleagues on the consulting and manager research teams to collect and synthesize data, support analytical work and gather information required for client deliverables.

Responsibilities: In support of the client team, the Investment Associate will complete quarterly and monthly investment performance reporting, provide day-to-day client support, and special projects assigned by the client team. In support of the research team, the Investment Associate will work with asset class leads to build investment manager searches, collect and analyze data, and attend investment manager meetings.

Client Team

- Obtain monthly and quarterly client statements from investment managers and custodians
- Enter market values and cash flows from the investment manager and custodian statements in the investment software platform for each account in which the client is invested, while problem solving any discrepancies in performance calculations and reconciling performance returns across sources
- Understand and analyze market trends in performance of all asset classes in clients’ portfolios such as equities, fixed income, real estate, hedge funds and private equity
- Provide day-to-day client support: respond to client, manager, and custodian inquiries, explain performance results to the client team when requested, and resolve issues in a timely manner
- Participate in team and firm projects upon request, which may include creating charts/graphs for client deliverables and data analysis

Research Team

- Collaborate with lead asset class analyst on client directed manager searches
- Assist research team in generating reports and collecting data from eVestment, Bloomberg, Morningstar, and FactSet
- Organize weekly agendas for investment committee meetings, take and distribute meeting minutes
- Support asset class leaders with investment manager research by collecting/analyzing data, attending investment manager meetings, and helping create client-ready deliverables, education materials, and manager reports/analysis

Competencies for Success/Qualifications:

- Open to December 2026 and Spring 2027 graduates
- Bachelor’s degree in Finance, Economics, Business or related field
- Commitment to client service excellence
- Strong attention to detail and highly organized
- Ability to work independently to meet deadlines; use critical thinking skills to solve problems autonomously
- Ability to multitask in a fast-paced environment and react to change positively
- Excellent communication and interpersonal skills
- Curiosity and interest in the institutional investment market; strong desire to learn
- Solid knowledge of Microsoft Office; ability to quickly learn new software applications, including those which are proprietary

## 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)

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