Senior Institutional Portfolio Analyst

Senior Institutional Portfolio Analyst

Location:

Cincinnati, OH (On‑Site)

Department:
Client Service

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The Senior Institutional Portfolio Analyst supports advisory relationships by collaborating with internal teams such as Advisors, Research, Operations, and IT, and with external partners like investment managers and custodians. This role serves as the primary client point of contact, prepares materials for client meetings, conducts in‑depth portfolio analysis to explain performance, monitors client portfolios, recommends solutions to Advisors, and provides an exceptional client experience.

• Define and recommend model specifications or data collection methods; perform performance reconciliation, report review, and executive summaries at the manager and composite levels.
• Research, model, validate, and implement quantitative structured solutions (“Solutions”) for current, new, or expanded markets; conduct asset allocation studies, manager searches, fee analysis, attribution, private capital implementation modeling, investment policy reviews, and other analytics to meet client needs.
• Apply Solutions to trading strategies, market dynamics, and equity trading system performance to inform the development of quantitative techniques; prepare and coordinate rebalancing activities for clients, including coordination with managers and custodians.

• Directly handle client activities as required under Advisor guidance.
• Support client relationships for the consultant team and attend investment committee prep meetings and meetings as appropriate.
• Collaborate with the research team on manager due diligence, publications, and client‑driven requests.

• Possess experienced‑level knowledge of FEG’s core analytical capabilities and model libraries using Solutions and advanced statistical, quantitative, and economic techniques.
• Have an experienced‑level understanding of FEG investment philosophy and recommended list of investment strategies; provide input to the sector team and IC regarding sector valuations and portfolio positioning, and attend weekly research meetings.
• Attend investment manager meetings and weekly research meetings.
• Most likely achieve Level I of CFA or be working toward other certifications/expertise (MBA, CAIA).
• Demonstrate presentation skills: start to present small parts of client presentations with Advisor approval.

• Listen and learn while taking full ownership of individual scope of work.
• Strong investment acumen and enjoy building knowledge and skills with others.
• Enjoy ensuring clients have an exceptional experience.
• Care about data quality and consistency.
• Create and follow processes while thinking through 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.

• Bachelor’s degree in finance or related field. For certain positions, a high school diploma, GED, or National Career Readiness Certificate (NCRC) is acceptable.
• 2–5 years of 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, Excel, PowerPoint, and SharePoint with strong attention to detail, excellent written and verbal communication skills, and a high work ethic.
• Exemplary skills in learning new technology and applying analytical skills.

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…