Institutional Portfolio Analyst
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Job Location:
Cincinnati, OH - USA
Monthly Salary:
Not Disclosed
Posted on:
30+ days ago
Vacancies:
1 Vacancy
Job Summary
Location: Cincinnati OH (On-site)
Department: Client Service
About the Role / Position Summary
Institutional Portfolio Analyst is responsible for providing ongoing support for advisory relationships. The position requires the ability to work with internal parties such as Advisors Research Operations and IT as well as external parties including investment managers and custodians to meet the needs of the client and the Advisor that services them. The responsibilities of this position include serving as a primary point of contact with clients preparing materials for client meetings monitoring and analyzing client portfolios and interacting with all interested parties to provide an exceptional client experience.
What Youll Do / Position Responsibilities
Client Management & Support
- Support client relationships for the Advisor Team; participate in preparation sessions for client meetings; attend and lead client meetings as appropriate.
- Directly handle client activities as required including new client onboarding client portfolio maintenance (e.g. adding/removing investment managers) portfolio rebalancing assisting with client audits and creating donor development pieces with guidance from the Advisor.
- Prepare materials for client meetings including but not limited to performance reports and executive summaries attribution analysis risk analysis asset allocation studies private capital pacing and liquidity analysis spending policy analysis investment manager searches and recommendations and any other analytics to meet client needs.
Investment Analysis & Expertise
- Monitor client portfolios for adherence to appropriate benchmarks and portfolio construction guidelines as determined by the FEG Investment Policy Committee.
- Participate in client development activities including client prospecting RFP editing and Finals pitches.
- Develop a strong understanding of FEGs investment philosophy investment process and manager due diligence process.
- Attend weekly Research Team meetings.
Youll Enjoy This Job If You / Skills & Characteristics
- Listen and learn while still taking full ownership of individual scope of work.
- Take pride in having and continuing to develop expert financial data domain knowledge.
- Enjoy ensuring clients have excellent customer service.
- Care about data quality and consistency.
- Create & follow processes while thinking through efficiencies.
- Engage collaboratively with clients investment teams and peers.
- Prioritize effectively and decisively across complex teams and competing priorities.
- Enjoy working in and learning about the financial investment industry.
What We Expect / Qualifications
- Bachelors degree in finance or related discipline.
- 0-3 years of relevant work experience in the investment industry.
- Detail-oriented and possess excellent problem-solving communication and interpersonal skills.
- Experienced in Microsoft Office Excel PowerPoint and SharePoint with strong attention to detail excellent written and verbal communication skills and high work ethic.
- Ability to multitask and meet deadlines.
What We Offer / Benefits & Compensation
- Competitive compensation and bonus opportunities commensurate with qualifications and performance.
- Employer-paid Life/STD/LTD and subsidized Medical Dental and Vision plans.
- Wealth Benefits including company contributions into 401(k) and ESOP programs.
- Paid Time Off (Holidays PTO Parental Leave) and flexible/hybrid working.
- 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 140professionals across offices in Cincinnati Ohio Dallas Texas and Indianapolis Indiana with approximately $95.1 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 June 30 2025 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 $95.1bn in AUA FEGs total assets under management (AUM) of $18.1bn includes discretionary of ($15.7bn) and non-discretionary AUM ($2.4bn).
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
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