Head of Sales & Marketing

William Goslee
William Goslee
Head of Sales & Marketing

Institutional Contacts

Brian Gray
Brian Gray
Vice President
Matt Finke
Matt Finke
Institutional Client Development

Advisor Contacts

Jeremiah Whiteley
Jeremiah Whiteley
Vice President
Peter Moroni
Peter G. Moroni
Vice President

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:

Marketing Assistant

Research Analyst - Hedged Strategies

 

Marketing Assistant

Position Summary

Assistant is responsible for providing support for a wide variety of marketing activities including design and development of marketing collateral, sales presentations, website content, branding, and advertising.

Position Responsibilities

  • Client Service: assist in the management of client relationships, including maintaining calendar of deliverables.
  • Presentations: design and execute high-impact visual PowerPoint presentations for new business pitches, financial education, and conferences.
  • Collateral Management: organize and archive marketing collateral. Maintain detailed tracking list, ensuring all materials are current, compliance approved, and accessible on firm websites.
  • Marketing Collateral: produce and develop firm’s marketing collateral. Responsibilities include updating existing content; conveying key points through illustration; content editing; coordinating with internal compliance and marketing teams; and liaising with external printers and graphic designers.
  • Branding: assist all employees to maintain brand consistency by providing assistance on design.
  • Research: prepare background material and market research in support of new business opportunities.
  • Email Marketing: assist in the execution of firm’s electronic mail campaigns.
  • Conferences & Webinars: coordinate and promote client conferences and webinars. Create custom collateral and maintain promotional items inventory. Provide a wide range of support
  • PR: coordinate media slots with external reporters and internal analysts and consultants.
  • Website Editing: edit website graphics and content. Provide general support for firm’s SEO initiative.
  • Sales & Marketing Support: provide various support activities to Sales and Marketing team as needed.

Core Competencies & Qualifications

Personal traits that will best help the associate to successfully perform the essential functions of the job include judgment in decision making; integrity; initiative; dependability; team-orientation; attention to detail; strong organizational skills; and the ability to work independently.

The right candidate will possess a Bachelor's degree in business administration with an emphasis in marketing and/or finance preferred. Individuals with degrees in journalism, communications, graphic design and a variety of other fields may be considered as well.

  • One (1) to two (2) years related experience desired.
  • Strong organization and communication skills
  • Familiarity with Microsoft PowerPOint, Word, Excel, and Publisher
  • Strong written and verbal communications
  • Exposure to Adobe PhotoShop, Illustrator, and InDesign preferred
  • Knowledge of website editors (i.e., MS Contribute, Dreamweaver, Wysiwyg), and HTML helpful, but not required.
  • Exposure to email marketing platforms helpful (i.e., ExactTarget, Hubspot)

Location

Cincinnati, OH – Firm Headquarters

Compensation

Competitive compensation commensurate with qualifications and performance

Position:                  Marketing Assistant

Type:                        Full Time / Exempt

Manages Others:  No

Reports to:              Vice President, Director of Marketing

 

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Research Analyst - Hedged Strategies

Position Summary

Research Analyst – Hedged Strategies is responsible for investment manager due diligence, client education and support, and analysis of liquid alternatives and hedge fund of funds in hedged equity and diversifying strategies categories.

Position Responsibilities

  • Source, research, and monitor investment managers – includes writing research reports on recommended managers, providing quarterly reviews on covered managers, and writing memos when managers experience significant organizational, personnel, and portfolio changes
  • Develop and maintain appropriate education and communication materials, including the quarterly market summary, monthly Research Review, quarterly Private Capital Research Review, quarterly Capital Markets Overview, and quarterly consultant packet, as well as periodically authoring a Research Review Focus Topic and quarterly research presentations.
  • Provide analytical support to entire hedged strategies team by effectively utilizing risk systems and coordinating analytic framework with risk analysis across the research team.
  • Provide support to consultants, especially with respect to recommended / covered managers and the liquid alternatives and fund of funds strategies.
  • As a member of the equity and diversifying strategies sector teams, provide input to the team and IPC with respect to the opportunity set and portfolio positioning.
  • Support portfolio management and analytical analysis on diversifying strategies and hedged equity category portfolios for intermediary channel.

Core Competencies & Qualifications

  • One (1) to three (3) years experience in the investment management industry
  • Detail-oriented, possess excellent problem-solving, communication, and interpersonal skills
  • Takes initiative, strong analytical skills, and passion for investments
  • Bachelors’ degree required, work towards CFA and/or CAIA designations, and/or a MBA

Location

Cincinnati, OH – Firm Headquarters

Compensation

Competitive compensation commensurate with qualifications and performance

Position:                  Research Analyst - Hedged Strategies

Type:                        Full Time / Exempt

Manages Others:  No

Reports to:              Director of Investment Strategies

 

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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. 

© 2014 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: 04/28/2014