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

Compliance Analyst I

 

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

 

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. 

Position Responsibilities

  • Primary responsibility for maintaining disclosure database.
  • Responsible for maintaining compliance calendar.
  • Advertising and RFP Review backup with ability to make decisions on disclosures.
  • Auditing and special projects as assigned by the CCO, including private fund compliance.
  • Assisting compliance team with Compliance training.
  • Assist the CCO in completing annual review and risk assessments for the organization. Will have responsibility over assigned 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

LIMITATIONS AND DISCLAIMER

The above job description is meant to describe the general nature and level of work being performed; it is not intended to be construed as an exhaustive list of all responsibilities, duties and skills required for the position.

 All job requirements are subject to possible modification to reasonably accommodate individuals with disabilities.  Some requirements may exclude individuals who pose a direct threat or significant risk to the health and safety of themselves or other employees.

This job description in no way states or implies that these are the only duties to be performed by the employee occupying this position.  Employees will be required to follow any other job-related instructions and to perform other job-related duties requested by their supervisor in compliance with Federal and State Laws.

Requirements are representative of minimum levels of knowledge, skills and/or abilities.  To perform this job successfully, the employee must possess the abilities or aptitudes to perform each duty proficiently.  Continued employment remains on an “at-will” basis.

 

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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