Institutional Portfolio Analyst Internship (Summer 2026)

FEG • Cincinnati, OH

2d • Onsite

About The Position

The Institutional Portfolio Analyst Intern will gain valuable experience working directly with Advisor teams as they develop their skills in organizing, synthesizing, and presenting data to facilitate the effective management of client portfolios and enhance the client experience. This position requires the ability to think critically and effectively communicate with co-workers, clients, investment managers, and custodians.

Requirements

• The right candidate will possess a solid academic profile and GPA and will be in pursuit of a bachelor’s degree in business administration with an emphasis on finance or a related field and an interest in an investment career.
• The position entails a one or two-semester commitment and the requirement of 40 hours/week in FEG's Cincinnati office.
• Broad understanding of investment strategies and industry
• Strong analytical and both verbal and written communication skills, as well as a sense of intellectual curiosity, are critical.
• Ability to work independently.
• Demonstrates a high level of integrity, initiative, dependability, and team orientation.
• Strong Microsoft Excel experience preferred.
• FactSet knowledge helpful.

Responsibilities

• Record and reconcile client portfolio performance on a monthly and quarterly basis.
• Assist in the preparation of materials for client use – including, but not limited to, performance attribution analysis, portfolio risk analysis, strategic asset allocation studies and what-if analysis, spending policy analysis, and investment manager searches.
• Communicate effectively with co-workers, clients, investment managers, and custodians.
• Assist advisor teams with departmental projects.
• Enhance personal understanding of the institutional investment landscape and FEG’s investment philosophy and process.

Benefits

• Competitive compensation commensurate with qualifications and performance.
• Paid Time Off (Holidays, PTO, Parental Leave) and flexible/hybrid working.
• Employee Led Culture Committees dedicated to enabling a happy and healthy company culture.

What This Job Offers

• Career Level: Intern
• Number of Employees: 101-250 employees