Location: Cincinnati, OH
Reports to: VP / Portfolio Manager
About The Role / Position Summary
The Portfolio Analyst - Responsive Investing (âR.I.â), is accountable for analysis, oversight, and management of FEGâs OCIO R.I. portfolios in partnership with FEGâs Portfolio Management, Research, and Advisor teams.
Position Responsibilities
Portfolio Management
Reports to: VP / Portfolio Manager
About The Role / Position Summary
The Portfolio Analyst - Responsive Investing (âR.I.â), is accountable for analysis, oversight, and management of FEGâs OCIO R.I. portfolios in partnership with FEGâs Portfolio Management, Research, and Advisor teams.
Position Responsibilities
Portfolio Management
- Oversee R.I. portfolios across Catholic Values (CV), Environmental, Social, and Governance (ESG), and Diverse Managers (DM) solutions.
- Monitor and report on performance and attribution through FactSet and internal systems.
- Send weekly and monthly performance reports to the R.I. Team
- Create and share monthly analytics on R.I. portfolio solutions.
- Prepare quarterly performance presentations and content for client communication pieces.
- Facilitate and build content and communicate trades with internal teams (e.g., work with Operations to facilitate trades and work with Marketing to publish trade announcements and spotlight pieces for trades)
Consulting
- Manage and support ad-hoc requests from Advisors.
- Educate clients on R.I. through enhancements to existing educational material as well as the preparation of new content.
- Guide Advisors/clients on portfolio construction in relation to R.I. investing
- Create and review analytics of R.I. growth semi-annually (e.g., current clients adding R.I., new R.I. client wins, R.I. client terminations, industry trends, etc.)
Research
- Conduct ongoing due diligence on FEG recommended and under-consideration managers/strategies (e.g., quarterly calls, write ups, memos as needed)
- Refresh the holistic ESG, faith-based, and DEI internal market maps.
- Work alongside Research to underwrite new R.I. recommendations and utilize analytical tools (e.g., MSCI, YourStake, etc.) to ascertain key strategy attributes and fit within portfolios.
- Keep manager diversity data up to date in a spreadsheet database (i.e., account for new recommendations and terminations)
- Facilitate sending out the DEI questionnaire annually to all managers through Diligend.
- Diverse Manager Committee participant â facilitate new recommendations with Research.
- Meet with Private Equity lead monthly to discuss diverse PE managers.
Other
- R.I. Reporting/systems project with Technology and Portfolio Construction Education/Guidelines.
Youâll enjoy this job if youâ¦
- Listen and learn while still 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 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
- Bachelorâs degree in finance or a related field.
- 1-3 yearsâ work experience in research, portfolio management, and/or investment manager due diligence.
- Ability to identify and resolve/escalate complex problems with minimal guidance.
- Experienced in Microsoft Office, Excel, PowerPoint, FactSet, and SharePoint with strong attention to detail, excellent written and verbal communication skills and exhibit strong work ethic.
- Exemplary knowledge of the responsive investing landscape.
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?
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 over 125 professionals across offices in Cincinnati, Ohio, Dallas, Texas, and Indianapolis, Indiana, with approximately $79.5 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 âat-willâ 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.
FEG Investment Advisors is an Equal Opportunity Employer.
Contact
hr@feg.com
Fund Evaluation Group, LLC
201 E. Fifth Street, Suite 1600
Cincinnati, OH 45202
www.feg.com
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 over 125 professionals across offices in Cincinnati, Ohio, Dallas, Texas, and Indianapolis, Indiana, with approximately $79.5 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 âat-willâ 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.
FEG Investment Advisors is an Equal Opportunity Employer.
Contact
hr@feg.com
Fund Evaluation Group, LLC
201 E. Fifth Street, Suite 1600
Cincinnati, OH 45202
www.feg.com