FEG Investment Advisors · 11 hours ago
Institutional Portfolio Analyst Internship (Summer 2026)
Cincinnati, OH
Internship
Onsite
Intern
Start in 2026 SummerFEG Investment Advisors is an independently owned advisory firm providing investment consulting and research services to institutional clients. The Institutional Portfolio Analyst Intern will work with Advisor teams to manage client portfolios and enhance client experiences through data analysis and effective communication.
Financial Services
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 with departmental projects
Enhance personal understanding of the institutional investment landscape and FEG’s investment philosophy and process
Qualification
Required
The right candidate will possess a solid academic profile and GPA and will be in pursuit of a bachelor's 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 FEG's 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
Preferred
Strong Microsoft Excel experience preferred
FactSet knowledge helpful
Benefits
Competitive compensation commensurate with qualifications and performance.
Paid Time Off (Holidays, PTO, Parental Leave) and flexible/hybrid working.
Employee Led Culture Committees dedicated to enabling a happy and healthy company culture.
Company
FEG Investment Advisors
FEG Investment Advisors is dedicated to providing our clients with the exceptional investment experience they deserve.
Founded in 1988
51-200 employees
H1B Sponsorship
FEG Investment Advisors has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (2)
2024 (2)
2023 (2)
2022 (1)
Funding
Current Stage
Growth StageLeadership Team
M
Michael Condon
Senior VP and Outsourced Chief Investment Officer
Recent News
2023-03-03
Company data provided by crunchbase