FEG Investment Advisors · 3 hours ago
Senior Advisory Associate
Cincinnati, OH
Full-time
Onsite
Senior Level
5+ years expFEG Investment Advisors is an independently owned advisory firm that provides investment consulting and research services to institutional clients. The Senior Advisory Associate will support advisory relationships, serve as a primary contact for clients, and conduct analysis on client portfolios to enhance their investment experience.
Financial Services
Responsibilities
Support client relationships for the Advisor Team; participate in preparation sessions for client meetings; attend and lead client meetings as appropriate
Participate in client development activities, including client prospecting, RFP editing, and Finals pitches
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 recommended list of 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 discipline is required
5+ years of relevant work experience in the investment industry
Detail-oriented, possess excellent problem-solving, communication, and interpersonal skills
Takes initiative, strong analytical skills, and 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
Preferred
CFA designation
CAIA designation
graduate degree
Benefits
Competitive compensation and bonus opportunities commensurate with qualifications and performance.
Employer Paid Life/STD/LTD and subsidized Medical, Dental & Vision plans.
Retirement benefits including company contributions into 401(k) and ESOP programs.
Paid Time Off (Holidays, PTO, Parental Leave) and flexible/hybrid working.
Employee 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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