TALENT COMMUNITY: Advisory

FEG Investment Advisors • Dallas, OH

1d

About The Position

FEG invites people interested in building careers as investment advisors to join its Advisor Talent Community and be considered for future opportunities across its investment advisory teams. FEG primarily serves institutional and nonprofit organizations, managing investment programs intended to make an impact today and for generations to come. The talent community is for candidates passionate about investments and client work who aspire to become trusted advisors. Potential areas of interest include Institutional Portfolio Analyst (IPA), Senior Advisory Associate, and Investment Advisor. FEG reviews submissions and may contact candidates when opportunities arise that align with their skills and career goals.

Requirements

• Intellectual curiosity and a passion for investments.
• Strong analytical, quantitative, and problem-solving skills.
• High attention to detail and commitment to quality.
• Excellent communication and presentation abilities.
• Strong collaboration skills and a team-oriented mindset.
• Desire to build and maintain meaningful client relationships.
• Interest in long-term professional development and continuous learning.

Nice To Haves

• Recent graduate interested in institutional investment advisory.
• Investment analyst seeking a defined career development track and growth opportunities.
• Professional in finance or a related discipline looking to augment investment skills in an advisory capacity.
• Pursuing or interested in acquiring CFA, CAIA, or other professional designations.
• Aspiring client-facing investment advisor.

Responsibilities

• Collaborate on the development and implementation of portfolio strategy.
• Conduct investment manager and market research across asset classes; partner with research professionals on client-directed manager due diligence and other client-driven requests.
• Evaluate public and private investment opportunities for potential inclusion in client portfolios.
• Analyze investment portfolios and effectively communicate performance outcomes.
• Prepare presentations for client meetings.
• Partner with senior advisors on the acquisition and management of client relationships.
• Serve as a trusted advisor helping clients achieve successful investment outcomes.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed