Head of Sales & Marketing

William Goslee
William Goslee
Head of Sales & Marketing

Institutional Contacts

Matt Finke
Matt Finke
Institutional Client Development
Taylor R. McNamara
Taylor McNamara
Institutional Client Development

Advisor Contacts

Matthew J. Boyko
Matthew Boyko
Advisor Business Development
Anthony M. Oulahan
Anthony Oulahan
Advisor Business Development

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:

Compliance Analyst I

Compliance Analyst I

Position Summary

This position will primarily be responsible for ensuring the firm’s Compliance with disclosures, marketing materials, and Code of Ethics.  It will require the ability to assist in performing audits and complete special projects within the Compliance Department.  This position will assist the other positions in the Compliance Department. 

Fund Evaluation Group, LLC

Fund Evaluation Group, LLC (FEG) is a recognized leader in the field of institutional investment consulting.  FEG was founded in 1988 to provide independent investment advice to institutional investors.   Today, the firm advises on over $49 billion in client assets.  The firm is 100% employee owned with all partners active in the business and is headquartered in Cincinnati, Ohio.   FEG has been recognized by the Cincinnati Enquirer as one of the top 100 places to work in Cincinnati three years in a row.   

 

FEG markets through two distribution channels:

  • Institutions – Endowments, public and private foundations, pension plans, healthcare institutions and not-for-profit entities.  Within the institutional channel, FEG primarily markets traditional consulting services (FEG Consulting) and discretionary portfolio management services (FEG Managed Portfolios).
  • Financial Intermediaries – Independent RIAs, wealth managers, family offices, banks, broker dealers and insurance companies.  Within the financial intermediary channel, FEG markets hedge fund of funds and Managed Portfolios.

 

FEG manages two hedge fund-of-funds. The two FEG hedge fund of funds were created to provide investors with access to best of class institutional hedge fund managers at a low minimum investment and cost.  The funds leverage FEG’s hedge fund experience advising on alternative investments for endowments and other institutional clients.    FEG offers similar solutions to clients for private capital.

Position Responsibilities

  • Assist with compliance reviews and audits.  Investigate compliance issues, analyze and document findings. Assist with the administration of the Code of Ethics and Pay-to-Play reporting.
  • Assist with compliance reviews of advertising and marketing material, RFP’s and finals presentations to ensure they include proper disclosures and are compliant with rules and regulations.  Assisting compliance team with Compliance training.
  • Assist the CCO in completing annual review and risk assessments and other assigned compliance tasks and special projects.

Qualifications

  • Bachelor’s Degree Required/Advance Degree Preferred (or working towards)
  • 0-1 years + of progressive compliance experience( preferably in financial industry, but not required)
  • Auditing and Testing experience a plus
  • Ability to maintain excel spreadsheets
  • Familiar with Cybersecurity
  • Excellent Microsoft Word, Excel and PowerPoint skills
  • Strong analytical and problem solving skills
  • Excellent oral and written skills-writes and speaks clearly and persuasively
  • Ability to understand regulatory rules  and update compliance program accordingly
  • Strong interpersonal skills
  • Dependability-responds to and follow managements direction and completes assigned tasks in a timely manner; takes responsibility for own actions
  • Detail oriented
  • Strong project management skills
  • Strong organizational skills
  • Strong teamwork skills
  • Exhibits objectivity and openness to new ideas and gives and welcomes feedback
  • Possess initiative

Compensation

Competitive compensation and bonus opportunities commensurate with qualifications and performance.

Position:                Compliance Analyst I

Type:                       Full Time/Exempt

Manages Others:  No

Reports to:             CCO

 

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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. 

© 2016 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: 12/31/2015