Senior Institutional Portfolio Analyst

Senior Institutional Portfolio Analyst
Location: Cincinnati, OH (On-Site)
Department: Client Service

For additional information or to apply for this opportunity, please visit feg.com/careers.

About the Role / Position Summary
The Senior Institutional Portfolio Analyst is responsible for providing ongoing support of 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 point of contact with clients, preparing materials for client meetings, conducting in-depth analysis of client portfolios to produce robust explanations of performance, monitoring client portfolios and proactively recommending potential solutions to Advisors, and interacting with all interested parties to provide exceptional client experience.

What You’ll Do / Position Responsibilities
Analysis for Client Deliverables

• Defining and recommending to management as required model specifications or data collection methods; Perform reporting responsibilities including performance reconciliation, report review, and executive summaries at the manager and composite level.
• Researching, modeling, validating and implementing quantitative structured solutions (“Solutions”) for current, new or expanded markets; Perform asset allocation studies, manager searches, fee analysis, attribution, private capital implementation modeling, investment policy reviews, and any other analytics to meet client needs.
• Applying the Solutions to trading strategies, stock and financial market dynamics and equity trading system performance to inform the development of quantitative techniques; Preparation and coordination of rebalancing activities for clients including coordination with managers and custodians.

Client Relationship Support & Management

• Directly handle client activities as required with the guidance of Advisor where appropriate.
• Support client relationships for the consultant team and attend investment committee prep meetings and investment committee meetings (as appropriate).
• Collaborate with the research team on manager due diligence, publications, and client-driven requests.

Investment/Professional Development

• Experienced level knowledge of FEG’s core analytical capabilities and model libraries using Solutions and advanced statistical, quantitative and economic techniques.
• Experienced level of understanding of FEG investment philosophy and recommended list of investment strategies; Provide input to the sector team and IC with respect to the various sector categories’ valuations and portfolio positioning and attend weekly research meetings.
• Attend investment manager meetings and weekly research meetings.
• Most likely achieve Level I of CFA or working towards other certification/investment expertise (MBA, CAIA).
• Presentation Skills: Start to present small parts of client presentations (with Advisor approval).

You’ll Enjoy This Job If You… / Skills & Characteristics

• Listen and learn while still taking full ownership of individual scope of work.
• Strong investment acumen and enjoy building knowledge and skills with others.
• Enjoy ensuring clients have exceptional experience.
• 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 field. For certain positions, we accept a high school diploma, GED, or National Career Readiness Certificate (NCRC).
• 2-5 years’ work experience in the investment industry or a similar field, preferably institutional-related.
• Ability to identify and resolve/escalate complex problems with minimal guidance.
• Experienced in Microsoft Office, Excel, PowerPoint and SharePoint with strong attention to detail, excellent written and verbal communication skills and high work ethic.
• Exemplary skills in learning new technology and applying analytical skills.

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 135+ professionals 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 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. Nonprofit clients include Charitable organizations, Community Foundations, Healthcare (nonprofit), Higher Education, Independent Schools, Private Foundations, and Religious Organizations.

2As of December 31,2024, 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 $91.4bn in AUA, FEG's 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.