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:

Fund Operations Analyst

Internal Sales Associate

Investment Marketing Specialist

Receptionist

Research Analyst - Private Equity

SQL Database Administrator / Developer: SSIS, SSAS, SSRS

 

Fund Operations Analyst

Position Summary

The Fund Operations Analyst is responsible for day-to-day proprietary fund operations including report generation, clerical, and administrative work. Assists with special projects as needed.

Position Responsibilities

  • Reconciliation and valuation of monthly estimates (hedge) and final performance reports
  • Handling and processing of new investor documents, wires, capital calls, and distributions
  • Investor relations and secondary point of contact for advisory relationships
  • Assist Sr. Analysts with manager allocations, commitments, and calls
  • Assistance in reporting and communications for board meetings and other internal meetings

Core Competencies & Qualifications

  • 1-3 years’ work experience in investment operations, preferably alternative funds or 3-5 years’ experience in office administration.
  • Associates degree in finance, economics, or a related field preferred
  • Basic knowledge of alternative investment operations (preferred) / office administration (required).
  • Microsoft Office, Excel, and PowerPoint experience required
  • Attention to detail, strong written and verbal communication skills, and strong work ethic required
  • Must be organized and able to multi-task

 

Location

Cincinnati, OH – Firm Headquarters

Compensation

Competitive compensation commensurate with qualifications and performance

Position:                  Fund Operations Analyst

Type:                        Full Time / Non-Exempt

Manages Others:  No

Reports to:              Vice President / Director of Fund Operations

 

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Internal Sales Associate

Position Summary

The Internal Sales Associate is responsible for supporting FEG external sales professionals with the goal of generating new sales and asset growth through relationships with financial advisers affiliated with independent broker dealers, banks, insurance companies, and RIAs. The position reports to the Head of Sales and Marketing for FEG.

The FEG Managed Portfolios product suite includes a range of turn-key portfolio solutions constructed with ETF’s and institutional mutual funds along with a dynamic asset allocation overlay. FEG also markets alternative investment solutions including hedge fund of funds. FEG Managed Portfolios are available through various platforms including Envestnet, Schwab, Fidelity, TD Ameritrade, FolioDynamix and independent broker dealers’ proprietary platforms.

Position Responsibilities

Overall support for FEG external sales professionals, including acting as the coordination point with FEG home office functions such as marketing, client service and investment research. Specific responsibilities include the following:

  • Sales prospecting activities including:
    • Outbound calls
    • Prospect profiling and identification
    • Scheduling appointments
    • Mailings
    • E-distribution
  • Maintain and update business development activity in contact data base.
  • Provide marketing materials to FEG salespeople, clients and prospects.
    • Develop sales presentations and proposals working with FEG marketing and sales support team.
    • Provide support for sales and marketing conferences, including marketing materials and logistics. Attend certain conference events.
  • Key point of contact for financial advisers and clients:
    • Respond to inquiries, inbound calls
    • Service related questions
    • Relationship management support
    • Training and education

Qualifications

Proven record of sales related accomplishments, including over three years of successful internal financial sales experience.

  • Undergraduate degree
  • Excellent listening, written and verbal communication skills
    • Strong prospecting skills
    • Superior telephone skills including a high comfort level with issue resolution
  • Demonstrated sales and client service skills. Consultative selling experience.
  • Strong knowledge of investment strategies, market trends and competitive landscape.
  • Strong time management and organizational skills. Ability to document and communicate results and project status to others in FEG.
  • Highest level of integrity, trustworthiness, and ethical standards
  • Highly motivated team player seeking opportunity in a growth-oriented environment

Location

Cincinnati, OH – Firm Headquarters

Compensation

Competitive compensation and bonus opportunities commensurate with qualifications and performance

Position:                  Internal Sales Associate

Type:                        Full Time / Exempt

Manages Others:  No

Reports to:              Head of Sales & Marketing

 

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Investment Marketing Specialist

Position Summary

The Investment Marketing Specialist position is responsible for researching clients, developing value propositions, and crafting custom presentations to acquire new clients. This position requires the associate to coordinate team members from all levels of the organization, including consultants and sales representatives. Candidate must possess broad investment knowledge, and excellent communication, organization, and project management skills. 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

 

Core Competencies & Qualifications

  • B.S. Degree in business, marketing, finance, or communications.
  • Understanding of investment strategies and landscape.
  • 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 Power Point, 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.

 

Location

Cincinnati, OH – Firm Headquarters

Compensation

Competitive compensation commensurate with qualifications and performance

Position:                  Investment Marketing Specialist

Type:                        Full Time / Exempt

Manages Others:  No

Reports to:              Vice President, Director of Marketing

 

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Receptionist

Position Summary

Greet, screen, and direct visitors. Assign conference rooms, conference calls, and operate telephone system. Coordinate all shipping and ingoing and outgoing mail. Maintain front desk day to day operations.

Position Responsibilities

  • Greet guests with appropriate professionalism, including appearance and hospitable manner
  • Demonstrate effective and professional phone skills. Operate 80 key phone system
  • Interact with FEG associates in a professional and respectful manner, and address diplomatically
  • Manage front desk day to day operations
  • Manage all incoming and outgoing mail
  • Maintain petty cash
  • Maintain and update company and conference room calendars
  • Manage conference call accounts
  • Schedule courier, and reconcile billing with accounting
  • Coordinate all shipping (USPS, UPS, Fed Ex, and courier)
  • Provide accurate and timely deliverables to internal and external clients
  • Basic knowledge of all FEG departments and how they work individually and together

 

Qualifications

  • High School Diploma or equivalent
  • 1-2 years of experience
  • Experience with multi-line phone system, and Microsoft Word, Excel, Outlook, and Power Point

 

Location

Cincinnati, OH – Firm Headquarters

Compensation

Competitive compensation commensurate with qualifications and performance

Position:                 Receptionist

Type:                       Full Time

Manages Others:  No

Reports to:              Office Services Manager

 

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Research Analyst - Private Equity

Position Summary

FEG is seeking an investment professional for its private equity research team. The position will participate in sourcing, screening, conducting due diligence, recommending, and monitoring private equity investment funds. Strong analytical and communications skills are critical along with a minimum two years’ experience with investments, preferably with private funds. The position will interact with other functional groups within FEG including consulting, reporting, and the broader research team. 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.
    • Analyze fund-level performance, perform performance attribution, and review terms.
    • Monitor recommended funds through financial statement review, performance comparisons, calls, and meetings.
    • Manage and generate reports using proprietary models and databases; and conduct industry and/or sector research.
  • Oversee a private capital implementation model to guide clients on the timing and size of commitments to reach and maintain desired private capital asset allocation.
  • Assist with other financial modeling including various valuation models.
  • Support the development of research presentations and publications in various forms, including manager research reports, educational presentations, and position pieces for the broader research team, consultants, and clients.
  • Work effectively and closely with broader research team, consultants, and client service professionals to support recommendations to FEG’s Investment Policy Committee consistent with FEG’s investment philosophy.
  • Some travel may be required.

 

Core Competencies & Qualifications

  • Education: Bachelor’s degree, CFA designation and/or MBA is a plus
  • Experience: 3-5 plus years’ experience in the investment management industry
  • Required Skills: Detail-oriented, possess excellent problem-solving, communication, and interpersonal skills; ability to work independently
  • Preferred Skills: Experience with Visual Basic for Applications and financial modeling is a plus

 

Location

Cincinnati, OH – Firm Headquarters

Compensation

Competitive compensation commensurate with qualifications and performance

Position:                 Research Analyst - Private Equity

Type:                       Full Time / Exempt

Manages Others:  No

Reports to:              Senior Vice President / Director of Private Equity

 

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SQL Database Administrator / Developer: SSIS, SSAS, SSRS

Position Summary

SQL Database Administrator/Developer will work as an extension of the Information Technology Department collecting end users’ data needs and assist in converting those needs into Business Intelligence solutions ranging from traditional SSRS reporting to interactive dashboard solutions derived from our Microsoft SQL Data Warehouse. Candidate should possess strong SQL skills with experience in SSAS development.

Position Responsibilities

The primary responsibility of this position will be in the development and maintenance of business intelligence applications and systems to enhance decision making capabilities within the firm. The individual will work with end users to analyze business systems and assist in documenting any requests identified. The person will also assist in helping end users resolve general technical problems. This position will work closely with the Data Warehouse Manager to ensure overall database structure.

Qualifications

A familiarity with Business Intelligence concepts and practices, knowledge of relational databases, dimensional modeling, client-server design, network architecture and related tools is required. This position will require 3-6 years of experience in a related field. A bachelor's degree is preferred for this position.

SQL Database Administrator/Developer / MS Business Intelligence / Microsoft BI / MS BI / BI / Business Intelligence / SSRS / SSAS / SSIS / SQL

Responsibilities

  • Implement and troubleshoot operational databases and data warehouses to ensure accurate information.
  • Develop SSIS packages for ETL processes.
  • SSAS cube development and maintenance
  • Identify optimization opportunities in the end user experience.
  • Troubleshoot any data load failures or data retrieval issues.
  • Work proactively alongside the development team to achieve business objectives.

Requirements

  • Proven technical aptitude and understanding of the full MS BI Stack (SSIS, SSAS, SSRS)
  • Experience with MS SQL Server 2008/2012 (preferred)
  • Understand OLAP/SSAS Cube design
  • 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:                 SQL Database Administrator / Developer: SSIS, SSAS, SSRS

Type:                       Full Time / Exempt

Manages Others:  No

Reports to:              Director of Information Technology

 

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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: 04/28/2014