Investment Associate: Client & Research Analyst
Marquette Associates, Inc.
Marquette Associates is seeking an Investment Associate to support the client and research teams in Chicago. You will collect data, perform performance reporting, and assist in manager searches and data analyses for client deliverables. The role involves processing statements, reconciling performance, and producing materials for investment committee discussions, with opportunities to grow in a collaborative consulting environment. #J-18808-Ljbffr Marquette Associates, Inc.
Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Investment Associate: Client & Research Analyst in Brooklyn, NY vacancy
- ..., we have an enthusiasm for helping our clients, taking care of our employees, building... ...diversity and inclusion. Using a broad investment product and thought leadership platform... ...financial needs. As a Private Client Investment Associate in J.P. Morgan Wealth Management, you...Suggested
$25 - $38.46 per hour
...people and businesses in our KeyBank communities. The Private Client Banker (PCB) is part of the Key Private Client Program and will... ...financial solutions to KeyBank's client base with up to $2M in investable assets. The PCB helps new and existing clients achieve confidence...SuggestedHourly payWork experience placementFlexible hoursDay shift- ...seeking a Relationship Banker to provide attentive, hospitality-driven service in a local branch. You will acquire, manage, and retain client relationships, using your financial knowledge to tailor banking solutions and help clients achieve their goals. The role requires...SuggestedLocal areaWeekend work
- ...Lake Ridge Bank is seeking a Personal Banker to deliver a premier client experience by assisting customers with consumer banking needs and building lasting relationships. The role focuses on understanding client goals and offering tailored solutions to grow deposits,...Suggested
$80k - $90k
...management firm that provides investment, financial and retirement planning... ...businesses and help their clients achieve their financial vision.... ...Solutions , the Client Portfolio Analyst supports portfolio construction, investment research, and portfolio management activities...SuggestedPermanent employmentWork at officeLocal areaWork from homeMonday to ThursdayFlexible hours- TD Bank in Succasunna, New Jersey is seeking a banking professional focused on acquiring and deepening client relationships through consultative engagement and disciplined execution. You will help clients achieve financial goals by offering personalized solutions and ensuring...Part time
- ...to serve as a trusted advisor, expanding banking, lending and investment solutions for customers. You will develop long-term relationships... ...in a fast-paced branch environment. You will actively engage clients, assist with digital tools adoption, and ensure compliance...
- ...America is seeking a customer service professional to engage clients in the lobby, educate on self-service banking, and process cash... ...with opportunities to advance within a client-centric environment across multiple centers. #J-18808-Ljbffr National Black MBA AssociationWeekend work
- Old National Bank is seeking a Relationship Banker to build foundational client relationships and deliver personalized financial solutions. You will engage clients through proactive outreach, collaborate with specialists, and drive performance in sales, referrals, and...
- U.S. Bank is seeking a Relationship Banker 2 in Rosemont, IL to cultivate client relationships, assess needs, and offer banking solutions. The role includes meeting customers in-branch and advising on deposits, loans, and digital tools to improve their financial lives....Full time
- U.S. Bank is seeking a Relationship Banker to build and nurture client relationships across in-person, by appointment, and digital channels, guiding customers through deposits, loans, and digital services with a trusted, proactive approach. You will gather customer information...
- ...U.S. Bank is seeking a Relationship Banker II to engage clients across in-person, by appointment, and virtual channels. You’ll discuss deposits, loans, and digital solutions while building trusted relationships and delivering exceptional service. The role emphasizes a...
- ...of America is seeking a customer-focused team member to engage clients in the lobby, educate them on self-service banking, and... .... A high school diploma is the minimum教育 requirement and in-office presence is expected. #J-18808-Ljbffr National Black MBA AssociationWork at officeWeekend work
- U.S. Bank is seeking a Relationship Banker I in Sherman Oaks, CA to build client relationships across multiple channels, including in person and virtual interactions. You will assess banking needs, open accounts, and guide customers on products and services with a digital...
- ...dynamic team responsible for Prime Brokerage Clients. The team partners with various internal... ...and manage improvement operations.As an Associate II within the Prime Client Operations... ...required3+ years of experience in investment banking operations, Preferred qualifications...
- ...environments. The senior principal strategic research analyst is responsible for participating and/... ...of the industry’s, FINRA’s, and RSA clients’ initiatives on the Cross-Market and... ...imposes restrictions on employees’ investments and requires financial disclosures that...Full timeTemporary workFor contractorsFor subcontractorLocal areaImmediate start
- ...Secret/Secret Clearance preferred BA Degree and 5+ Years of experience The Gist… We are seeking a Research Analyst to provide analytical support services for a government client. This role supports strategy, policy, and governance efforts across diverse agency stakeholders...Local area
- ...The Investment Associate is responsible for working collaboratively with colleagues... ...the consulting and manager research teams to collect and... ...gather information required for client deliverables.... ...Collaborate with lead asset class analyst on client directed manager searches...Summer workWork at office
- Commerce Bank in Independence, MO is looking for a Financial Advisor to sell investment products to individuals and manage an existing client book, while partnering with internal teams to create new business opportunities. Requirements include a Bachelor's degree or equivalent...
- ...structured three-year program focused on wealth management. You will provide financial planning guidance and sell investment solutions to TD Wealth clients, while building trusted relationships and delivering tailored advice. The role emphasizes client service, ongoing...
- Bank of America is seeking a financially savvy professional to provide comprehensive advice and customized solutions to clients. You will triage leads, refer to partners, and meet with clients to review goals and recommend products. Requires licenses and SAFE Act compliance...
$83k - $92k
## Research AnalystApply: On-site: San Francisco, CA: Full time: Posted... ...and technology for our clients. We are committed to hiring the... ...brighter way forward.**Research Analyst – JLL** ## **What this job... ...provider of real estate and investment management services. We take...Daily paidFull timeWork at officeLocal areaFlexible hours- ...channels, delivering trusted financial guidance and digital-first solutions. You will open accounts, process basic transactions, educate clients on deposit and loan products, and collaborate with the branch team to meet client needs while maintaining regulatory standards. A...
- NACBA is seeking a Portfolio Manager/Investment Counselor in San Francisco for a full-time, in... ...a fiduciary, fee-only RIA and help grow client relationships while delivering tailored investment guidance. You will conduct research, construct and monitor portfolios, and collaborate...Full timeWork at office
- Expo Marketing Inc is seeking a motivated Client Acquisition Representative in Hoboken, NJ. As a key player in driving business growth, you will identify and acquire new clients, maintaining a robust sales pipeline. Required qualifications include proven sales experience...
- Huntington is seeking a Financial Relationship Banker in Texas. The role focuses on retaining and growing consumer and business customer relationships by proactively identifying financial goals and needs and recommending appropriate deposit, loan and other banking products...
- Huntington Bancshares Inc. is seeking a Financial Relationship Banker in Memphis Southwind to help customers achieve their financial goals. You will focus on retaining and growing consumer and business relationships by offering deposit and loan products and leveraging ...
- ...Zasio is seeking a full-time legal research analyst to join our team at our downtown Boise office researching records and information management... ...required Preferred Qualifications Include: Ability to manage clients successfully including excellent written, and verbal...Full timeWork at officeWorldwide
- ...supportive team, and receive investment in your professional... ...Business Intelligence Associate leverages data and... ..., customer research and analysis, and dashboard... ...trusted DTCC data that clients and stakeholders can easily... ...experience as a data analyst, business intelligence...Remote workFlexible hours
- ...Description Performs technical laboratory activities in support of client studies or procedures. Performs analysis of data for quality... ...May participate in development as part of team. May lead assay research, assay validation or study conduct, or is involved in...Contract workLocal areaWorldwideFlexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Investment Associate: Client & Research Analyst. Be the first to apply!
Related searches
- investment consultant Brooklyn, NY
- investment advisor Brooklyn, NY
- investment officer Brooklyn, NY
- portfolio analyst Brooklyn, NY
- investment banking analyst Brooklyn, NY
- investment analyst Brooklyn, NY
- investment specialist Brooklyn, NY
- research analyst healthcare Brooklyn, NY
- research consultant Brooklyn, NY
- research analyst Brooklyn, NY


