Supports investment consulting and manager research teams by collecting, reconciling, and analyzing portfolio performance data; preparing monthly and quarterly reports; responding to client, manager, and custodian inquiries; conducting investment manager searches; and creating client-ready analyses, educational materials, and deliverables.

Leads Marquette’s finance and accounting functions, including financial strategy, reporting, budgeting, closing, consolidation, treasury, cash flow, regulatory compliance, and financial due diligence. The role oversees financial systems, prepares Board and shareholder reporting, manages banking relationships, and provides strategic guidance to support growth. It requires senior leadership, advanced financial analysis and modeling, strong communication, and expertise with accounting and investment management software.

Marquette Associates seeks individuals for future opportunities in investment consulting, emphasizing client service and strategic partnerships.