Senior Portfolio Management Associate

FEG Investment Advisors

Job Location:

Cincinnati, OH - USA

Monthly Salary: Not Disclosed

Posted on: 7 hours ago

Vacancies: 1 Vacancy

Job Summary

Location: Cincinnati OH (On-site)

Department: Portfolio Management

About the Role / Position Summary

The Portfolio Management Associate is responsible for assisting in manager selection and management of FEG OCIO public market portfolios.

What Youll Do / Position Responsibilities

Manager Selection

Perform manager due diligence for portfolio needs across public equity fixed income real assets and diversifying strategies portfolios.
Make recommendations to FEG OCIO portfolio manager(s) and investment committee on public market portfolio changes.
Work closely with FEG Research team to ensure OCIO portfolios remain invested in FEG best ideas.

Portfolio Management

Track exposures across OCIO public market portfolios to manage risk and identify potential areas of need.
Manage models and work closely with PM team and Operations to ensure client portfolios closely follow OCIO models.

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 business preferred.
5-8 years work experience in the investment management industry.
Familiarity with portfolio management systems and manager due diligence.
Ability to identify and resolve/escalate complex problems with minimal guidance.
Strong organizational skills attention to detail ability to multi-task and meet deadlines.
Proficient computer skills with the ability to learn proprietary software.

What We Offer / Benefits & Compensation

Competitive compensation and bonus opportunities commensurate with qualifications and performance.
Employer-paid life Short-Term Disability and Long-Term Disability coverage plus subsidized Medical Dental & Vision plans.
Wealth Benefits including 401(k) and ESOP Programs with company contributions.
Paid Time Off (Holidays PTO Parental Leave).
Flexible work options designed to support work-life balance while maintaining productivity and collaboration.
Employee-led culture committees focused on engagement well-being diversity and a positive workplace environment.
A structured mentorship program that fosters professional growth knowledge sharing and leadership development through meaningful one-on-one connections.
Tuition reimbursement for approved educational programs to support continued learning and career development.
Reimbursement for eligible professional certifications and industry-recognized designations.
Access to comprehensive wellness programs that support physical mental and overall well-being.

Work Authorization Requirement

FEG Investment Advisors is committed to fostering diversity and maintaining equitable inclusive hiring practices. At this time we are not able to provide visa sponsorship for this role. All candidates must already have legal authorization to work in the United States at the time they apply and remain authorized throughout their employment without requiring current or future sponsorship.

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 $100.4 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 September 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 $100.4bn in AUA FEGs total assets under management (AUM) of $19.6bn includes discretionary of ($17.0bn) and non-discretionary AUM ($2.5bn).

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:

Senior IC

Location: Cincinnati OH (On-site)Department: Portfolio ManagementAbout the Role / Position SummaryThe Portfolio Management Associate is responsible for assisting in manager selection and management of FEG OCIO public market portfolios.What Youll Do / Position Responsibilities Manager SelectionPerfor...