Senior Institutional Portfolio Analyst
FEG Investment Advisors, Cincinnati, Ohio, United States, 45208
About The Role / Position Summary
Senior Institutional Portfolio Analyst is responsible for providing ongoing support of advisory relationships. The position requires the ability to work with internal parties such as Advisors, Research, Operations, and IT, as well as external parties such as investment managers, custodians, and client staff to meet the needs of the client and Advisor that services them. The responsibilities of this position include serving as a primary point of contact with clients, preparing materials for client meetings, conducting in-depth analysis on client portfolios to produce robust explanations of performance, monitoring client portfolios and proactively recommending potential solutions to Advisors, and interacting with all interested parties to provide an exceptional client experience. Location:
Cincinnati, OH (On-site) Department:
Client Service
What You’ll Do / Position Responsibilities Client Relationship Support & Management
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.
Portfolio Analysis & Reporting
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.
Development of Investment Acumen
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.
You’ll Enjoy This Job If You… / Skills & Characteristics
Listen and learn while taking full ownership of individual scope of work.
Take pride in having – and continuing to develop – expert financial data domain knowledge.
Enjoy ensuring clients have excellent customer service.
Care about data quality and consistency.
Create & follow processes while thinking through potential efficiencies.
Engage collaboratively with clients, investment teams, and peers.
Prioritize effectively and decisively across complex teams and competing priorities.
Enjoy working in – and learning about – the financial investment industry.
What We Expect / Qualifications
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.
What We Offer / Benefits & Compensation
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.
Why FEG? / About the Company FEG is an independently owned advisory firm that provides investment consulting, outsourced chief investment officer (OCIO), and research services to predominantly institutional clients, such as university endowments, private and public foundations, religious organizations, healthcare institutions, corporate retirement plans, and select family offices.
Founded in 1988, FEG has served communities, both directly and by helping our clients fulfill their missions, for over 35 years. FEG employs 140+ professionals across offices in Cincinnati, Ohio, Dallas, Texas, and Indianapolis, Indiana, with approximately $100.4 billion in client assets under advisement.
LIMITATIONS AND DISCLAIMER The above job description is meant to describe the general nature and level of work being performed; it is not intended to be construed as an exhaustive list of all responsibilities, duties and skills required for the position. All job requirements are subject to possible modification to reasonably accommodate individuals with disabilities. Some requirements may exclude individuals who pose a direct threat or significant risk to the health and safety of themselves or other employees. This job description in no way states or implies that these are the only duties to be performed by the employee occupying this position. Employees will be required to follow any other job-related instructions and to perform other job-related duties requested by their supervisor in compliance with Federal and State Laws. Requirements are representative of minimum levels of knowledge, skills and/or abilities. To perform this job successfully, the employee must possess the abilities or aptitudes to perform each duty proficiently. Continued employment remains on an “at-will” basis.
1 Institutional clients include Charitable organizations, Community Foundations, Corporate, Healthcare, Higher Education, Independent Schools, Insurance, Native American Tribes, Private Foundations, Public Funds, Religious organizations, and Taft Hartley. Nonprofit clients include Charitable organizations, Community Foundations, Healthcare (nonprofit), Higher Education, Independent Schools, Private Foundations, and Religious Organizations.
2 As of September 30, 2025, Assets under Advisement (AUA) include discretionary and non-discretionary assets of FEG and its affiliated entities. These assets are typically non-discretionary. Some asset values may not be readily available at the most recent quarter-end; therefore, the previous quarter's values were used and may be higher or lower depending on current market conditions. Of the $100.4bn in AUA, FEG's total assets under management (AUM) of $19.6bn includes discretionary of ($17.0bn) and non-discretionary AUM ($2.5bn).
FEG Investment Advisors is an Equal Opportunity Employer. FEG Investment Advisors does not discriminate in its employment decisions based on race, religion, color, national origin, sex (including pregnancy, gender identity and sexual orientation), age (40 or older), disability, veteran or military status, genetic information, or any other basis that would violate any applicable federal, state, or local law.
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Senior Institutional Portfolio Analyst is responsible for providing ongoing support of advisory relationships. The position requires the ability to work with internal parties such as Advisors, Research, Operations, and IT, as well as external parties such as investment managers, custodians, and client staff to meet the needs of the client and Advisor that services them. The responsibilities of this position include serving as a primary point of contact with clients, preparing materials for client meetings, conducting in-depth analysis on client portfolios to produce robust explanations of performance, monitoring client portfolios and proactively recommending potential solutions to Advisors, and interacting with all interested parties to provide an exceptional client experience. Location:
Cincinnati, OH (On-site) Department:
Client Service
What You’ll Do / Position Responsibilities Client Relationship Support & Management
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.
Portfolio Analysis & Reporting
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.
Development of Investment Acumen
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.
You’ll Enjoy This Job If You… / Skills & Characteristics
Listen and learn while taking full ownership of individual scope of work.
Take pride in having – and continuing to develop – expert financial data domain knowledge.
Enjoy ensuring clients have excellent customer service.
Care about data quality and consistency.
Create & follow processes while thinking through potential efficiencies.
Engage collaboratively with clients, investment teams, and peers.
Prioritize effectively and decisively across complex teams and competing priorities.
Enjoy working in – and learning about – the financial investment industry.
What We Expect / Qualifications
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.
What We Offer / Benefits & Compensation
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.
Why FEG? / About the Company FEG is an independently owned advisory firm that provides investment consulting, outsourced chief investment officer (OCIO), and research services to predominantly institutional clients, such as university endowments, private and public foundations, religious organizations, healthcare institutions, corporate retirement plans, and select family offices.
Founded in 1988, FEG has served communities, both directly and by helping our clients fulfill their missions, for over 35 years. FEG employs 140+ professionals across offices in Cincinnati, Ohio, Dallas, Texas, and Indianapolis, Indiana, with approximately $100.4 billion in client assets under advisement.
LIMITATIONS AND DISCLAIMER The above job description is meant to describe the general nature and level of work being performed; it is not intended to be construed as an exhaustive list of all responsibilities, duties and skills required for the position. All job requirements are subject to possible modification to reasonably accommodate individuals with disabilities. Some requirements may exclude individuals who pose a direct threat or significant risk to the health and safety of themselves or other employees. This job description in no way states or implies that these are the only duties to be performed by the employee occupying this position. Employees will be required to follow any other job-related instructions and to perform other job-related duties requested by their supervisor in compliance with Federal and State Laws. Requirements are representative of minimum levels of knowledge, skills and/or abilities. To perform this job successfully, the employee must possess the abilities or aptitudes to perform each duty proficiently. Continued employment remains on an “at-will” basis.
1 Institutional clients include Charitable organizations, Community Foundations, Corporate, Healthcare, Higher Education, Independent Schools, Insurance, Native American Tribes, Private Foundations, Public Funds, Religious organizations, and Taft Hartley. Nonprofit clients include Charitable organizations, Community Foundations, Healthcare (nonprofit), Higher Education, Independent Schools, Private Foundations, and Religious Organizations.
2 As of September 30, 2025, Assets under Advisement (AUA) include discretionary and non-discretionary assets of FEG and its affiliated entities. These assets are typically non-discretionary. Some asset values may not be readily available at the most recent quarter-end; therefore, the previous quarter's values were used and may be higher or lower depending on current market conditions. Of the $100.4bn in AUA, FEG's total assets under management (AUM) of $19.6bn includes discretionary of ($17.0bn) and non-discretionary AUM ($2.5bn).
FEG Investment Advisors is an Equal Opportunity Employer. FEG Investment Advisors does not discriminate in its employment decisions based on race, religion, color, national origin, sex (including pregnancy, gender identity and sexual orientation), age (40 or older), disability, veteran or military status, genetic information, or any other basis that would violate any applicable federal, state, or local law.
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