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
Internal Sales Associate
Anthony M. Oulahan
Anthony Oulahan
Internal
Wholesaler

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:

Consulting Analyst

 

Consulting Analyst

Position Summary

Consulting Analyst is responsible for providing on going client service for consulting relationships.  The position requires the ability to work with consultants, research and reporting to meet the needs of the client.  The responsibilities include performance reconciliation, financial analysis and interactions with investment managers and custodians.  The position reports to the Consultant.

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

  • Support client relationships for the consultant team
  • Learn FEG’s investment philosophy and recommended list of investment strategies
  • Perform reporting responsibilities including history creation, performance reconciliation, report review and executive summaries at the manager and composite level
  • Perform asset allocation studies, manager searches, fee analysis, attribution, private capital implementation modeling, investment policy reviews and any other analytics to meet client needs
  • Preparation and coordination of rebalancing activities for clients including coordination with managers and custodians
  • Gain confidence of consultant(s) to become back up for all client inquiries

Qualifications

  • Bachelor’s degree, preferably with a business focus
  • At least two years works experience in financial industry
  • Strong organizational skills and attention to detail
  • Strong analytical skills
  • 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 and bonus opportunities commensurate with qualifications and performance

Position:                 Consulting Analyst

Type:                       Full Time/Exempt

Manages Others:  No

Reports to:             Consultant

 

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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