Institutional Portfolio Analyst Internship (Spring 2024)

About the Role / Position Summary

 

Please apply to this position on our website at https://www.feg.com/careers

 

·      Record and reconcile client portfolio performance on a monthly and quarterly basis.

·      Assist in the preparation of materials for client use – including, but not limited to, performance attribution analysis, portfolio risk analysis, strategic asset allocation studies and what-if analysis, spending policy analysis, and investment manager searches.

·      Communicate effectively with co-workers, clients, investment managers, and custodians.

·      Assist advisor teams and Director of Institutional Portfolio Analysis with projects.

·      Enhance personal understanding of the institutional investment landscape and FEG’s investment philosophy and process.

What We Expect / Qualifications

·      The right candidate will possess a solid academic profile and GPA and will be in pursuit of a bachelor’s degree in business administration with an emphasis on finance or a related field and an interest in an investment career.

·      The position entails a one or two-semester commitment and the requirement of 40 hours/week in FEG's Cincinnati office.

·      Broad understanding of investment strategies and industry

·      Strong analytical and both verbal and written communication skills, as well as a sense of intellectual curiosity, are critical.

·      Ability to work independently.

·      Demonstrates a high level of integrity, initiative, dependability, and team orientation.

·      Strong Microsoft Excel experience preferred. FactSet knowledge helpful.

 

 

Founded in 1988, FEG has served communities, both directly and by helping our clients fulfill their missions, for more than 35 years. FEG employs over 125 professionals across offices in Cincinnati, Dallas, and Indianapolis, Indiana, with $72.5 billion in client assets under advisement.1

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.

1As of December 31, 2022. 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 $72.5bn in AUA, FEG's total assets under management (AUM) of $11.8bn includes discretionary ($10.1bn) and non-discretionary AUM ($1.7bn). 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.