FEG Investment Advisors · 11 hours ago
Associate Vice President, Institutional Portfolio Analysis
Cincinnati, OH
Full-time
Onsite
Senior Level, Lead/Staff
8+ years expFEG Investment Advisors is an independently owned advisory firm providing investment consulting and research services to institutional clients. The Associate Vice President, Institutional Portfolio Analysis is responsible for supporting advisory relationships, managing client portfolios, and collaborating with internal teams to ensure exceptional client service.
Financial Services
Responsibilities
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
Collaborate with the Research Team on client-directed manager due diligence and other client-driven requests
Monitor client portfolios for adherence to appropriate benchmarks and 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
Participate in client development activities, including client prospecting, RFP editing, and Finals pitches
Develop a strong understanding of FEG investment philosophy and recommended list of investment strategies
Attend investment manager meetings and weekly Research Team meetings
Qualification
Required
Bachelor's degree in finance or related discipline, graduate degree preferred
8+ years' work experience in the investment industry or a similar field, preferably institutional or non-profit related
Ability to identify and resolve/escalate complex problems with minimal guidance
Exemplary knowledge of analytical skills and a passion for investments
Ability to multi-task and meet deadlines
Experienced in Microsoft Office, Excel, PowerPoint and SharePoint with strong attention to detail, excellent written and verbal communication skills and high work ethic
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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