Institutional Portfolio Analyst

Location: Cincinnati, OH

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 such as investment managers and custodians, to meet the needs of the client and 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. The position reports to the Director of Institutional Portfolio Analysis.

What You'll Do

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 FEG's investment philosophy, investment process, and manager due diligence process.

• Attend weekly Research Team meetings.

You'll Enjoy This Job If You…

• 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

• Bachelor's degree in finance or related discipline

• 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 multi-task 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 & 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?

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 135+ professionals across offices in Cincinnati, Ohio, Dallas, Texas, and Indianapolis, Indiana, with approximately $77.7 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 clients include Charitable organizations, Community Foundations, Corporate, Healthcare, Higher Education, Independent Schools, Insurance, Native American Tribes, Private Foundations, Public Funds, Religious organizations, and Taft Hartley.

2As of December 31, 2023. 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 quarter's values were used and may be higher or lower depending on current market conditions. Of the $77.7bn in AUA, FEG's total assets under management (AUM) of $13.6bn includes discretionary ($11.1bn) and non-discretionary AUM ($1.9bn).

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.

Contact

hr@feg.com

Fund Evaluation Group, LLC

201 E. Fifth Street, Suite 1600

Cincinnati, OH 45202

www.feg.com