Fall 2025 Institutional Portfolio Analyst Intern
Fall 2025 Institutional Portfolio Analyst Intern
Posted on :
28-06-2025
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1 Vacancy
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Monthly Salary
Not Disclosed
Salary Not Disclosed
Vacancy
1 Vacancy
Posted on :
28-06-2025
Job Description
Semester: Fall 2025 (Full-time)
Location: Cincinnati OH (On-site)
Department:Client Service
About the Role / Position Summary
The Institutional Portfolio Analyst Intern will gain valuable experience working directly with a team of Advisors as they develop their skills in organizing synthesizing and presenting data to facilitate the effective management of client portfolios and enhance the client experience. This position requires the ability to think critically and effectively communicate with co-workers clients investment managers and custodians.
What Youll Do / Position Responsibilities
- Record and reconcile client portfolio performance on a monthly and quarterly basis.
- Assist in the preparation of materials for client use including but not limited to performance attribution analysis portfolio risk analysis strategic asset allocation studies and what-if analysis spending policy analysis and investment manager searches.
- Communicate effectively with co-workers clients investment managers and custodians.
- Assist advisor teams and Director of Institutional Portfolio Analysis with projects.
- Enhance personal understanding of the institutional investment landscape and FEGs investment philosophy and process.
What We Expect / Qualifications
- The right candidate will possess a solid academic profile and GPA and will be in pursuit of a bachelors degree in business administration with an emphasis on finance or a related field and an interest in an investment career.
- The position entails a one or two-semester commitment and the requirement of 40 hours/week in FEGs Cincinnati office.
- Broad understanding of investment strategies and industry
- Strong analytical and both verbal and written communication skills as well as a sense of intellectual curiosity are critical.
- Ability to work independently.
- Demonstrates a high level of integrity initiative dependability and team orientation.
What We Offer / Benefits & Compensation
- Competitive compensation and bonus opportunities commensurate with qualifications and performance.
- Paid Time Off (Holidays and PTO).
- Employee-led culture committees dedicated to enabling a happy and healthy company culture.
Why FEG / About the Company
FEG is an independently owned advisory firm that provides investment consulting outsourced chief investment officer (OCIO) and research services to predominantly institutional clients1 such as university endowments private and public foundations religious organizations healthcare institutions corporate retirement plans and select family offices.
Founded in 1988 FEG has served communities both directly and by helping our clients fulfill their missions for over 35 years. FEG employs 135professionals across offices in Cincinnati Ohio Dallas Texas and Indianapolis Indiana with approximately $91.4 billion2 in client assets under advisement.
LIMITATIONS AND DISCLAIMER
The above job description is meant to describe the general nature and level of work being performed; it is not intended to be construed as an exhaustive list of all responsibilities duties and skills required for the position.
All job requirements are subject to possible modification to reasonably accommodate individuals with disabilities. Some requirements may exclude individuals who pose a direct threat or significant risk to the health and safety of themselves or other employees.
This job description in no way states or implies that these are the only duties to be performed by the employee occupying this position. Employees will be required to follow any other job-related instructions and to perform other job-related duties requested by their supervisor in compliance with Federal and State Laws.
Requirements are representative of minimum levels of knowledge skills and/or abilities. To perform this job successfully the employee must possess the abilities or aptitudes to perform each duty proficiently. Continued employment remains on an at-will basis.
1Institutional clientsinclude Charitable organizations Community Foundations Corporate Healthcare Higher Education Independent Schools Insurance Native American Tribes Private Foundations Public Funds Religious organizations and Taft Hartley.Nonprofit clientsinclude Charitable organizations Community Foundations Healthcare (nonprofit) Higher Education Independent Schools Private Foundations and Religious Organizations.
2As of December 312024 Assets under Advisement (AUA) include discretionary and non-discretionary assets of FEG and its affiliated entities. These assets are typically non-discretionary. Some asset values may not be readily available at the most recent quarter-end; therefore the previous quarters values were used and may be higher or lower depending on current market conditions. Of the $91.4bn in AUA FEGs total assets under management (AUM) of $16.6bn includes discretionary of ($14.3bn) and non-discretionary AUM ($2.3bn).
FEG Investment Advisors is an Equal Opportunity Employer. FEG Investment Advisors does not discriminate in its employment decisions based on race religion color national origin sex (including pregnancy gender identity and sexual orientation) age (40 or older) disability veteran or military status genetic information or any other basis that would violate any applicable federal state or local law.
Required Experience:
IC
Employment Type
Intern
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