Pomona College
and the job listing Expires on January 16, 2026
The role of the Performance Analyst is to support one or more consultants, complete quarterly and monthly investment reporting, provide day-to-day client support, and special projects as assigned.
Job responsibilities include, but are not limited to:
Obtain monthly and quarterly client statements from investment managers and custodians
Enter market values and cash flows from the investment manager and custody statements into an investment software platform for each account in which the client is invested monthly
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
Qualifications:
Bachelor’s degree in Finance, Economics, Business, or other relevant field
Attention to detail and highly organized, ability to work independently to meet deadlines
Ability to multitask in a fast-paced environment and react to change positively
Knowledge and experience with Microsoft Office (i.e., Word, Excel, PowerPoint)
Ability to quickly learn new software applications, including those which are proprietary
CRM or database management a plus
Critical thinking skills, self-starter with excellent follow-up abilities
Highly motivated with strong work ethic
Excellent interpersonal, collaboration and communication skills and ability to work directly with assigned clients and internal client relationship managers
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
Paid time off & 15+ holidays
Summer hours
Enhanced employee assistance program
Volunteer opportunities
Tuition and education reimbursement
Marquette Associates is proud to be an Equal Opportunity Employer.
#J-18808-Ljbffr
The role of the Performance Analyst is to support one or more consultants, complete quarterly and monthly investment reporting, provide day-to-day client support, and special projects as assigned.
Job responsibilities include, but are not limited to:
Obtain monthly and quarterly client statements from investment managers and custodians
Enter market values and cash flows from the investment manager and custody statements into an investment software platform for each account in which the client is invested monthly
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
Qualifications:
Bachelor’s degree in Finance, Economics, Business, or other relevant field
Attention to detail and highly organized, ability to work independently to meet deadlines
Ability to multitask in a fast-paced environment and react to change positively
Knowledge and experience with Microsoft Office (i.e., Word, Excel, PowerPoint)
Ability to quickly learn new software applications, including those which are proprietary
CRM or database management a plus
Critical thinking skills, self-starter with excellent follow-up abilities
Highly motivated with strong work ethic
Excellent interpersonal, collaboration and communication skills and ability to work directly with assigned clients and internal client relationship managers
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
Paid time off & 15+ holidays
Summer hours
Enhanced employee assistance program
Volunteer opportunities
Tuition and education reimbursement
Marquette Associates is proud to be an Equal Opportunity Employer.
#J-18808-Ljbffr