Head of Sales & Marketing

William Goslee
William Goslee
Head of Sales & Marketing

Institutional Contact

Matt Finke
Matt Finke
Institutional Client Development

Advisor Contact

Matthew J. Boyko
Matthew J. Boyko
Internal Sales Associate

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 Co-Op

Insitutional Client Development Associate

Intermediate Programmer / Analyst / Developer / MS .NET / java Developer

Investment Marketing Analyst

Private Equity Internship - Fall Semester

 

Client Service Co-Op

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. The position reports to the Vice President of Client Service.

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

  • Current Finance or Accounting Major
  • GPA of at least 3.0
  • Strong organizational skills and attention to detail
  • Basic understanding of investment terminology
  • Proficient computer skills with ability to learn proprietary software
  • Ability to multi-task and meet deadlines

Location

Cincinnati, OH – Firm Headquarters

Compensation

Competitive compensation

Position:                 Client Service Co-Op

Type:                        Full Time

Manages Others:  No

Reports to:              Vice President of Client Services

 

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Insitutional Client Development Associate

Position Summary

The Institutional Client Development Associate is responsible for generating new sales opportunities with institutional investors including endowments, foundations, corporate retirement plans, and nonprofit entities. Responsibilities include providing sales support to institutional investment salespeople and consultants, identifying new sales opportunities, building relationships, marketing development, maintaining and expanding prospect and contact databases.


Position Responsibilities

Overall support for FEG sales professionals and consultants through direct and indirect client development. Specific responsibilities include the following:

  • Source prospective clients directly, including:
    • Prospect profiling and identification, including use data bases and internet tools
    • Scheduling appointments
    • Outbound calls
    • Database and internet RFP research
    • Campaigns, mailings, and E-distribution
  • Assist institutional salespeople and consultants in efforts to source prospective clients.
  • Maintain and update business development activity in CRM contact database, including adding new prospects, segmenting, and documenting activities.
  • Represent company at industry events, conferences and sales meetings.
    • Coordinate speaking proposals with FEG marketing, consultants, and sales team.
    • Provide support for industry conferences, including marketing materials and logistics. Attend certain conference events.
  • Some travel required.

Qualifications

Proven record of prospect discovery, development, and retention, including over three years of experience in the investment environment:

  • Highest level of integrity, trustworthiness, and ethical standards.
  • Highly motivated team player seeking opportunity in a growth-oriented environment.
  • Ability to work and think independently to impact successful outcomes.
  • Demonstrated sales, presentation and prospecting skills.
  • Excellent listening, written, and verbal communication skills.
  • Strong knowledge of nonprofit industry, general investment strategies, market trends, and competitive landscape.
  • Strong time management and organizational skills. Ability to document and communicate results.
  • Undergraduate degree required.

Location

Cincinnati, OH – Firm Headquarters

Compensation

Competitive compensation commensurate with qualifications and performance

Position:                 Institutional Client Development Associate

Type:                        Full Time / Exempt

Manages Others:  No

Reports to:              Institutional Client Development

 

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Intermediate Programmer / Analyst / Developer / MS .Net / Java Developer

Position Summary

Intermediate Programmer / Analyst will work in our Information Technology Department assisting in the delivery of software solution to meet our endusers’ data needs. The Analyst will work with the other IT Staff to design and build out systems based on Microsoft’s Back Office Stack. This will include development in Microsoft SQL, SharePoint, Dynamics CRM, Dynamics GP, and other custom .NET and Web based applications.

We're looking for a qualified individual to join our team in providing software development services and support for ongoing internal projects and initiatives. Qualified applicants should possess working knowledge of the .NET frameworks and languages, and as well have some experience with web browser client side technologies (e.g. JavaScript/JQuery).


Position Responsibilities

The primary responsibility of this position will be in the support and development of business systems to enhance data visibility within the firm. The individual will work with key stake holders and assist in documenting any requests identified. The person will also assist in helping endusers resolve general technical problems. This position will work closely within the IT Department to help support all of our internal initiatives.

  • Develop, implement, and troubleshoot software solutions to ensure accurate information.
  • Assist in process, data, and object modeling in a variety of application and system environments.
  • Identify optimization opportunities in the enduser experience.
  • Contribute to systems architecture analysis, design, development, and enhancement.
  • Work proactively alongside the development team to achieve business objectives.
  • Assist in the support of endusers to resolve any outstanding issues.

Qualifications

A strong working knowledge of the concepts and practices of Application Development, client-server design, network architecture, and related tools is required. This position will require 3-6 years of solid work experience in a related field. A bachelor's degree is preferred for this position.

  • Strong technical aptitude and understanding of MS .NET and Java
  • Experience with MS SQL Server 2008/2012
  • Experience in Web application development
  • The ability to multitask and prioritize responsibilities in a time sensitive environment.
  • Excellent communication and strong interpersonal professionalism

Location

Cincinnati, OH – Firm Headquarters

Compensation

Competitive compensation and bonus opportunities commensurate with qualifications and performance

Position:                 Intermediate Programmer / Analyst / Developer / MS .NET / Java Developer

Type:                        Full Time / Exempt

Manages Others:  No

Reports to:              Vice President - Information Technology

 

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Investment Marketing Analyst

Position Summary

The Investment Marketing Analyst position is responsible for conducting market research, industry analysis, and competitor intelligence to help with FEG’s strategic planning and positioning. This position requires the analyst to lead team members from all levels of the organization, including consultants and sales representatives, to craft custom presentations to acquire new clients. Excellent communication, organization, and project management skills are essential. This position will expose the right candidate to multiple facets in a fast-growing firm and has long-term career opportunities.

Position Responsibilities

  • Research prospective and existing client opportunities, utilizing web searches, database subscriptions, and internal databases.
  • Facilitate information gathering and relationship building with prospective and existing clients.
  • Develop presentation strategy based on client needs and competitive landscape.
  • Lead varying teams of Consultants, Consulting Analysts, and Sales and Marketing professionals towards delivering custom and unified message.
  • Schedule and enforce practice sessions, incorporating external consultants and coaches.
  • Create (coordinate the creation of) custom materials for presentations.
  • Collect client feedback, and implement findings into future presentation strategy.
  • Ascertain presentation training needs and co-lead training programs.
  • Interact with clients as needed, and attend relevant client presentations.
  • Report and analyze metrics weekly, including sales pipeline, overall win rates, consultant win rates, industry trends, and achievement of revenue goals. Recommend corrective actions.
  • Apply presentation process to FEG presentations at FEG Investment Forums.
  • Support additional sales and marketing projects as required by the Sales & Marketing team.

Qualifications

  • B.S. Degree in business, marketing, finance, or communications. M.B.A. or CFA designation preferred.
  • 5-10 years related experience in communications/marketing, preferably in the financial services industry.
  • Project management skills. Ability to delegate.
  • Excellent written and oral communications skills. Demonstrated tact, discretion, and maturity in communicating with upper management.
  • Excellent organization skills.
  • Computer proficiency; strong word processing and productions skills. Relevant programs include MS PowerPoint, MS Excel, MS Word, and Customer Relationship Management programs (databases).
  • Superior time management skills required. Must be able to work independently under tight deadlines, multi-task, prioritize, and produce high quality work.
  • Presentation development experience strongly preferred.

Location

Cincinnati, OH – Firm Headquarters

Compensation

Competitive compensation and bonus opportunities commensurate with qualifications and performance

Position:                 Investment Marketing Analyst

Type:                        Full Time / Exempt

Manages Others:  No

Reports to:              Marketing Director

 

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Private Equity Internship - Fall Semester

Position Summary

FEG is seeking an intern for its private equity research team. The position will support the private equity team in screening and analyzing various private equity funds, analyzing industry data for trends and opportunities, and updating FEG research publications. Strong analytical and communications skills are critical. The position will report to the Director of Private Equity.

Position Responsibilities

  • Work with the private equity team to conduct qualitative and quantitative analysis on private equity funds and/or fund of funds.
    • Support the fund-level performance analysis including performance attribution
    • Monitor recommended funds through financial statement review and performance comparisons.
  • Conduct industry and/or sector research.
  • Assist with other financial modeling.
  • Update research presentations and publications in various forms, including manager research reports, educational presentations, and position pieces for the broader research team, consultants, and clients.

Qualifications

  • Education:  Junior or Senior year of college with a Major in Finance or related field.
  • Required Skills:  Detail-oriented; possess excellent problem-solving, communication, and interpersonal skills; ability to work independently.
  • Preferred Skills:  Experience with financial modeling is a plus.

Location

Indianapolis, IN

Compensation

Competitive compensation commensurate with qualifications and performance

Position:                 Private Equity Internship - Fall Semester

Type:                        Full Time / Non-Exempt

Manages Others:  No

Reports to:              Senior Vice President / Director of Private 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. 

© 2015 Fund Evaluation Group, LLC
Ph: 513-977-4400 | information@feg.com

Material is accurate as of this label date and no obligation nor intention to make updates or corrections exists.

Page Last Updated: 04/15/2015