FEG · 1 day ago
Senior Institutional Portfolio Analyst
Cincinnati, OH
Full-time
Onsite
Mid, Senior Level
2+ years expFEG is an independently owned advisory firm that provides investment consulting and research services to institutional clients. The Senior Institutional Portfolio Analyst is responsible for supporting advisory relationships by analyzing client portfolios, preparing materials for client meetings, and collaborating with various teams to ensure exceptional client service.
Digital EntertainmentFantasy SportsMedia and Entertainment
Responsibilities
Support client relationships for the Advisor Team; participate in preparation sessions for client meetings; attend client meetings as appropriate
Directly handle client activities as required – including, but not limited to, new client onboarding, client portfolio maintenance (e.g., adding/removing investment managers), portfolio rebalancing, assisting with client audits, and creating donor development pieces – with the guidance of the Advisor where appropriate
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
Analyze client portfolios and generate tools for Advisors that facilitate the effective communication of client performance outcomes
Monitor client portfolios for adherence to portfolio construction guidelines as determined by the FEG Investment Policy Committee; work with the Advisor, Research Team, and/or Portfolio Management Team to determine a plan of action to address violations of said guidelines
Develop a strong understanding of FEG investment philosophy and list of recommended investment strategies
Collaborate with the Research Team on client-directed manager due diligence and other client-driven requests
Attend investment manager meetings and weekly Research Team meetings
Qualification
Required
Bachelor's degree in finance or related field
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 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
Benefits
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.
Company
FEG
FEG is the largest Central European betting operator that brings entertainment to sports fans, those who watch sporting events and bet on their favourite teams.
5001-10000 employees
Funding
Current Stage
Late StageRecent News
Company data provided by crunchbase