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Careers

Join a team of principled, professional, and proactive investment consulting professionals, driven to perform beyond clients' expectations.

FEG currently has the following open positions:

Client Service Internship

Portfolio Management InternShip

Capital Markets Research Internship

Client Service Associate

Global Equity Internship

 

 

Client Service Internship

Client Service Department

Position Summary

The Client Service Intern is responsible for managing the performance reporting needs for a group of consultant teams. The position requires the ability to identify problems and resolve them accurately and timely, as well as the ability to communicate effectively with investment managers and custodians.  The responsibilities include monthly history completion and project work with the consultant teams.

 
Position Responsibilities
  • Monthly history completion
  • Completion of industry sectors and asset mixes
  • Identify source of problems and resolve accurately and timely
  • Communicate effectively with investment managers and custodians on issues
  • Database upkeep with investment manager/custodian contact changes
  • Notify consultant teams of investment manager changes
  • Assist consultant teams on projects
Qualifications
  • The right candidate will possess a strong academic profile and GPA and will be in pursuit of a Bachelor's degree in business administration with an emphasis in finance or a related field and interest in an investment career
  • The position entails a one or two-semester commitment and the requirement of 40 hours/week
  • 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
  • Proficient computer skills with ability to learn proprietary software
Compensation

Competitive compensation and bonus opportunities commensurate with qualifications and performance.

Position:                    Client Service Co-Op

Type:                           Full Time/Non-Exempt

Manages Others:       No

Reports To:                VP of Client Services

 

Portfolio Management Internship

Portfolio Management Department

Position Summary

Participate in various functions that support clients of FEG Managed Solutions, including fund operations and various portfolio reporting functions.

 
Position Responsibilities
  • Assist fund operations efforts with calculating various fund details (e.g., performance) and reconciling various fund details with fund administrator(s)
  • Support marketing efforts with performance estimates and required commentary and letters
  • Develop various portfolio reporting tools including exposure and risk reporting as well as performance attribution
  • Become familiar with general workflow management related to implementing various aspects of client portfolios
  • Assist in other activities including support materials for internal meetings and offsite document storage
Qualifications
  • The right candidate will possess a strong academic profile and GPA and will be in pursuit of a Bachelor's degree in business administration with an emphasis in finance or a related field and interest in an investment career
  • 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
Location

Cincinnati, OH

Compensation

Competitive compensation commensurate with qualifications and performance.

Position:                    Portfolio Management Internship

Type:                           Full Time/Non-Exempt

Manages Others:       No

Reports To:                Managing Principal / COO FEG Managed Solutions

 

Capital Markets Research Internship

Research Department

Position Summary

Exposure to a myriad of assets classes including: global equity, global fixed income, real assets, and diversifying strategies such as hedge funds.  This experience will derive from dedicated and ad-hoc research performed by the intern with the oversight of SVP, Capital Markets, as well as other member of the firm’s Research team.  Additional work supporting the Research team’s activities and publications will provide experience with numerous asset classes and the needs of institutional investors.

 
Position Responsibilities
  • Ad-hoc research supporting the asset and risk allocation team
  • Dedicated project work for the duration of the internship supporting Research’s needs. Projects have and may involve asset allocation and liquidity studies, custom performance analysis, etc.
  • Attend weekly research meetings and support the management of the meeting
  • Attend and aid in coordination of asset and risk allocation meetings and asset class team meetings
  • Produce ongoing research reporting
  • Participate in investment manager meetings in conjunction with members of the research team and contribute to the analysis of managers
  • Assist in authoring and editing portions of research publications
  • Review, editing, and updating educational research presentations
  • Assist in management of information in FEG’s internal manager database
Qualifications
  • The right candidate will possess a strong academic profile and GPA and will be in pursuit of a Bachelor's degree in business administration with an emphasis in finance or a related field and interest in an investment career
  • The position entails a one or two-semester commitment and the requirement of 40 hours/week
  • 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. Bloomberg knowledge helpful
Compensation

Competitive compensation and bonus opportunities commensurate with qualifications and performance

Position:                   Capital Market Intern

Type:                          Full Time/Non-Exempt

Manages Others:      No

Reports To:               Senior Vice President/Capital Markets

 

 

Client Service Associate

Operations Department

Position Summary

Client Service Associate is to provide day-to-day support to Institutional client relationships.  The position requires coordinating activities with firm operations staff, custodian banks, client staff, and investment managers. The position entails resolving various account specific administrative and operational problems.

Position Responsibilities
  • Serve as point of contact for institutional relationships on brokerage-related activities
    • Preparation and execution of rebalancing activities for clients including coordination with clients, custodians, investment managers and FEG operation staff
    • Manage and process client cash needs, private capital calls, coordinating stock gifts and general requests for information
    • Reviewing custody statements with clients and ensuring accuracy on reported items (e.g., cost basis reporting)
    • Coordinating stock gifts for our nonprofit clients
    • Coordinate the preparation of subscription documents
    • Assist with the onboarding of new institutional clients  
  • Other activities include:  
    • Assuming responsibility for any periodic reporting requirements
    • Fulfilling any audit requests that require client information
Qualifications
  • High School Diploma or equivalent
  • 1-2 years of customer service experience, preferably in the finance industry
  • Strong organizational skills and attention to detail
  • Understanding of investment terminology
  • Proficient computer skills with ability to learn proprietary software
  • Attention to details, ability to multi-task and meet deadlines
 
Compensation

Competitive compensation and bonus opportunities commensurate with qualifications and performance

Position:                    Client Service Associate

Type:                           Full Time/Non-Exempt

Manages Others:       No

Reports To:                VP/Director of Institutional Operations

 

 

Global Equity Internship

Research Department

Position Summary

Strong analytical and written communication skills, as well as a sense of intellectual curiosity, are critical.  The internship will gain exposure to a myriad of assets classes including: U.S. equities, developed market equities, emerging market equities, and hedged equity strategies.  The position will also involve interaction with the broader research team at Fund Evaluation Group.

Position Responsiblities 
  • Support the analysis of equity investment managers and strategies as well as the global equity markets
  • Attend investment manager meetings in conjunction with members of the Global Equity team and write summary notes and analysis of meetings
  • Author Global Equity portion of the Capital Markets Insights and Quarterly Market Summary
  • Update educational research presentations
  • Assist in management of information in the FEG’s internal manager database
  • Assist in authoring of monthly Global Equity Research Review
Qualifications
  • The right candidate will possess a strong academic profile and GPA and will be in pursuit of a Bachelor's degree in business administration with an emphasis in finance or a related field and interest in an investment career
  • 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
Location

Cincinnati, OH

Compensation

Competitive compensation and bonus opportunities commensurate with qualifications and performance

Position:                    Global Equity Internship

Type:                           Full Time/Non-Exempt

Manages Others:       No

Reports To:                Vice President/Research Analyst Global Equity

 

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Contact
hr@feg.com
Fund Evaluation Group, LLC
201 E. Fifth Street, Suite 1600
Cincinnati, OH 45202

We are an equal opportunity employer committed to high standards, both in our investment approach and in the manner we conduct our own business.