Marquette Associates

Analyst

• 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

Performance Analyst

Attorney

• Stay up-to-date with regulatory changes and industry developments to guide the organization through evolving legal landscapes.
• Partner with Marquette’s third-party compliance firm to develop, implement, and maintain comprehensive compliance programs across all areas of the firm. Ensure that policies and procedures are designed to mitigate risk, prevent non-compliance, and promote a culture of ethics and integrity throughout the organization.
• Oversee the preparation of internal and external compliance reports to regulators, senior management, and stakeholders. Provide timely and accurate updates on compliance issues, emerging risks, and industry trends to the CCO.
• Develop and deliver ongoing training programs to employees across all levels to enhance their understanding of compliance obligations, ethical behavior, and regulatory requirements.
• Foster a culture of compliance through proactive education and communication.
• Conduct regular audits to identify potential weaknesses and noncompliance situations.
• Ensure adherence to investment processes and compliance manuals.
• Provide legal review and advice to the firm on a variety of topics related to investment consulting business, including investment advisory agreements.
• Review and assist with the negotiation of fund and other product documentation, including LPAs, PPMs, investment management agreements, and third-party service provider agreements.
• Provide legal advice in connection with marketing materials, RFPs and all other marketing efforts of the business.

Regulatory & Compliance Attorney

• Support one or more consultants
• Complete quarterly and monthly investment reporting
• Participate in client meetings
• Provide day-to-day client support
• Engage in special projects as assigned

Client Analyst

• Provide analytical support to teams and consultants
• Complete quarterly and monthly investment reporting
• Provide day-to-day client support
• Work on special projects as assigned

Human Resources

• Marquette Associates provides investment consulting services focused on fiduciary client service and creative, critical thinking to meet client goals.
• The HR Coordinator will support the Director of HR in recruiting, onboarding, employee relations, compliance, benefits, compensation, and learning & development.
• Champion the firm’s HRIS and electronic files; ensure confidentiality of sensitive information.
• Serve as the first point of contact for employee questions and concerns.
• Utilize the applicant tracking system to support full-cycle talent acquisition, primarily sourcing intern and entry-level candidates.
• Manage onboarding and offboarding processes, conduct orientation, and coordinate training programs.
• Assist in preparation and processing of semi-monthly payroll and support the performance review process.
• Administer employee engagement programs and participate in firmwide and HR initiatives.

Performance Analyst

Regulatory & Compliance Attorney

Client Analyst

Performance Analyst

Human Resources Coordinator