FEG Investment Advisors · 7 hours ago
Senior Institutional Portfolio Analyst
Cincinnati, OH
Full-time
Onsite
Mid, Senior Level
2+ years expFEG Investment Advisors is an independently owned advisory firm that provides investment consulting, outsourced chief investment officer (OCIO), and research services to predominantly institutional clients. The Senior Institutional Portfolio Analyst is responsible for supporting advisory relationships, conducting portfolio analysis, and ensuring exceptional client service.
Financial Services
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
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 Investment Advisors
FEG Investment Advisors is dedicated to providing our clients with the exceptional investment experience they deserve.
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
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