Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

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 2 days ago
Similar jobs that could be interesting for youBased on the Investment Associate: Client & Research Analyst in Chicago, IL vacancy
  • Northern Trust seeks an Associate Relationship Manager to support senior team members in servicing institutional clients within Asset Management. You will coordinate resources,...  ...account requests. You'll develop knowledge of investment solutions and markets, prepare materials... 
    Suggested

    Northern Trust Corp.

    Chicago, IL
    2 days ago
  •  ...J.P. Morgan Chase is seeking a Private Client Investment Associate in Wealth Management to deliver exceptional client service and support Private Client Advisors. You will handle account openings, money movements, investment trades, and regulatory compliance with accuracy... 
    Suggested

    Fairygodboss

    Oak Park, IL
    3 days ago
  • Usi Insurance in Chicago is seeking an Entry Level Investment Associate to collaborate with consulting and manager research teams, collecting data, supporting analyses, and delivering client-ready information. The role supports quarterly performance reporting, data collection... 
    Suggested

    Usi Insurance

    Chicago, IL
    2 days ago
  • Northern Trust Corp. is seeking an Investment Associate to support institutional client relationships and coordinate cross-functional resources. You will work with Relationship Managers to address client inquiries and servicing needs, contributing to new business development... 
    Suggested

    Northern Trust Corp.

    Chicago, IL
    1 day ago
  •  ...JPMorgan Chase & Co. in Chicago seeks an Associate Relationship Banker to greet clients, understand their financial needs, and offer tailored banking solutions. You’ll explain digital tools, collaborate with experts, and deliver high-quality service in a branch environment... 
    Suggested

    Fairygodboss

    Chicago, IL
    3 days ago
  •  ...and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for...  ...personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We’re proud... 
    Immediate start
    Afternoon shift

    Next Frontier Capital

    Chicago, IL
    1 day ago
  •  ...in risk, reinsurance, and capital management, is seeking an SVP Actuarial Advisor in Chicago. This role partners with brokers and clients to identify and deliver effective actuarial solutions, leveraging broad market knowledge to enhance client value. You will lead complex... 

    Marsh

    Chicago, IL
    1 day ago
  • JPMorgan Chase & Co. in Chicago seeks an Internal Client Advisor to support financial advisors by delivering timely solutions across...  ...communication skills, and are passionate about helping clients reach their investment objectives through disciplined, informed #J-18808-Ljbffr... 

    JPMorganChase

    Chicago, IL
    3 days ago
  • Milliman, Inc. is seeking an actuary with multiemployer pension plan expertise to join our Chicago practice. You will manage client engagements, lead teams, communicate complex concepts clearly, and help grow our presence with marketing efforts and industry connections... 

    Milliman, Inc

    Chicago, IL
    1 day ago
  • Marquette Associates is seeking an Investment Associate to collaborate with client and research teams on data collection, analysis, and deliverables for institutional clients. You will assist with performance reporting, manager searches, and data-driven insights to support... 

    Marquette Associates

    Chicago, IL
    2 days ago
  • Goldman Sachs, Inc. in Chicago seeks an Analyst on the Client Portfolio Manager (CPM) team within Fixed Income to drive client engagement, marketing...  ...traders, salespeople, and financial advisors to articulate investment philosophy and provide market insights. Responsibilities... 

    Goldman Sachs, Inc.

    Chicago, IL
    7 hours ago
  • JPMorgan Chase & Co. in Chicago is seeking an Associate Relationship Banker to welcome clients, understand their financial needs, and deliver thoughtful solutions that help them manage money and grow relationships. You will engage in clear, consultative conversations,... 
    Weekend work
    Afternoon shift

    JPMorgan Chase & Co.

    Chicago, IL
    2 days ago
  • Bank of America in the United States is seeking a client service professional to engage with clients in the lobby and educate them on self-service banking options, including mobile, online, and ATM transactions. You will accurately and efficiently process cash transactions... 
    Weekend work

    Bank of America

    Berwyn, IL
    3 days ago
  •  ...money so they can make the most of their lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase’s affluent clients as well as other... 
    Immediate start
    Afternoon shift

    JPMorgan Chase & Co.

    Chicago, IL
    7 hours ago
  • JPMorganChase is seeking an Associate Relationship Banker to welcome clients in a Chase Branch and provide thoughtful financial solutions with hospitality and technology tools. You will build lasting relationships, understand financial needs, and support clients with personalized... 
    Weekend work
    Afternoon shift

    JPMorganChase

    Chicago, IL
    1 day ago
  • Citigroup Inc. in Chicago, IL seeks a Private Banker to partner with the Private Banker, serve UHNW clients, and drive comprehensive client solutions. The role requires collaboration with the PB team, compliance with regulatory requirements, and proactive client engagement... 
    Full time

    Citigroup Inc.

    Chicago, IL
    4 days ago
  • JPMorgan Chase is seeking an Associate Relationship Banker for a Chase Branch in Chicago. You will welcome clients, provide thoughtful financial solutions, and help with banking needs in person and over the phone. The role emphasizes hospitality, knowledge of banking products... 

    JPMorgan Chase

    Chicago, IL
    7 hours ago
  • Wintrust Financial Corporation is seeking a full-time Relationship Banker at our Chicago branch. You will build lasting client relationships, recommend banking solutions, and support daily branch operations in a customer-service oriented environment. Responsibilities include... 
    Full time

    Wintrust Financial Corporation

    Chicago, IL
    3 days ago
  • JPMorgan Chase is seeking an Associate Relationship Banker to represent the brand in a Chase Branch. You will welcome clients, offer thoughtful financial solutions, and help address their financial needs through excellent service and knowledge of banking solutions. The... 
    Weekend work
    Afternoon shift

    Fairygodboss

    Chicago, IL
    7 hours ago
  • JPMorganChase in Chicago is seeking a Relationship Banker to deliver exceptional client service at a Chase Branch. You will represent the brand, manage and grow client relationships, and offer financial solutions using the latest banking technology with a hospitality-focused... 

    JPMorgan Chase

    Chicago, IL
    7 hours ago
  • Bank of America in Oak Lawn, IL is hiring a Client Service Associate to engage clients in the lobby, educate them on self-service options, and assist with transactions at ATM, mobile, or online banking channels. Responsibilities include processing cash transactions, building... 
    Weekend work

    Bank of America

    Oak Lawn, IL
    4 days ago
  • $115k - $160k

    U.S. Private Bank - National Client Banker Chicago, IL, United States Job Identification 210722689 Job Category Client Advisory Business...  ...Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial... 
    Full time
    Shift work

    JPMorgan Chase & Co.

    Chicago, IL
    1 day ago
  • $114.5k - $194.7k

    ## Client Portfolio Manager, Multi-Manager Solutions (MMS)Apply: Chicago, IL: Full time...  ...objectives.• Regularly attends manager research team meetings and keeps current on all research...  ...of NTAM.**Requirements:** • 5+ years investment related experience with related multi-... 
    Full time
    H1b
    Worldwide
    Flexible hours

    Northern Trust Corp

    Chicago, IL
    2 days ago
  •  ...Management is committed to providing exceptional service to our clients and business partners. Our sales and client service teams,...  ...building challenges. We meet them with a singular focus: to offer investment solutions designed to achieve their goals in the way that’s... 

    JPMorganChase

    Chicago, IL
    4 days ago
  • JPMorgan Chase & Co. in Chicago is seeking a Private Client Banker to manage relationships with select affluent clients and other customers in the Branch. You will oversee their complete banking relationship with an advice-based approach to drive growth and balances. You... 

    JPMorgan Chase & Co.

    Chicago, IL
    4 days ago
  • Grandview Analytics, LLC is seeking an Analyst or Senior Analyst, based on experience, in...  ...hybrid workoptions. The role supports client engagement teams on data, technology, and...  ...financial industry clients. You’ll leverage investment industry experience, data extraction and... 

    Grandview Analytics, LLC

    Chicago, IL
    3 days ago
  •  ...confident and motivated to provide a first-class experience to clients within J.P. Morgan's U.S. Private Bank. If you have an...  ...partnership with local coverage markets. You will use your knowledge of investments, financial planning, credit and banking to both advise current... 
    Temporary work
    Work experience placement
    Local area

    JPMorganChase

    Chicago, IL
    1 day ago
  •  ...confident and motivated to provide a first-class experience to clients within J.P. Morgan’s U.S. Private Bank. If you have an...  ...partnership with local coverage markets. You will use your knowledge of investments, financial planning, credit and banking to both advise current... 
    Temporary work
    Work experience placement
    Local area

    JPMorgan Chase & Co.

    Chicago, IL
    1 day ago
  •  ...Investment Specialist This is an exciting opportunity for you to join a dynamic, diverse team within J.P. Morgan's U.S. Private Bank...  ...confident and motivated to provide a first-class experience to clients. The J.P. Morgan Outsourced Chief Investment Office ("JPM... 
    Work at office
    Shift work

    JPMorgan Chase

    Chicago, IL
    1 day ago
  • BMO in Chicago, IL is seeking an Analyst to support Treasury & Payment Solutions, coordinating client onboarding, pricing, and portfolio administration. You will work with Sales Officers, product teams, and client service colleagues to manage onboarding, documentation,... 

    bmo

    Chicago, IL
    7 hours ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Investment Associate: Client & Research Analyst. Be the first to apply!