Senior Advisory Associate

FEG • Cincinnati, OH

3d • Onsite

About The Position

The Senior Advisory Associate is responsible for providing ongoing support for advisory relationships. The position requires the ability to work with internal parties such as Advisors, Research, Operations, and IT, as well as external parties such as investment managers and custodians, to meet the needs of the client and Advisor that services them. The responsibilities of this position include serving as a primary point of contact with clients, preparing materials for client meetings, conducting in-depth analysis on client portfolios to produce robust explanations of performance, monitoring client portfolios and proactively recommending potential solutions to Advisors, and interacting with all interested parties to provide an exceptional client experience.

Requirements

• Bachelor’s degree in finance or related discipline is required
• 5+ years of relevant work experience in the investment industry.
• Detail-oriented, possess excellent problem-solving, communication, and interpersonal skills.
• Takes initiative, strong analytical skills, and passion for investments.
• Ability to multi-task and meet deadlines.
• Experienced in Microsoft Office, Excel, PowerPoint and SharePoint with strong attention to detail, excellent written and verbal communication skills and high work ethic.

Nice To Haves

• CFA designation, CAIA designation, and/or graduate degree preferred.

Responsibilities

• Support client relationships for the Advisor Team; participate in preparation sessions for client meetings; attend and lead client meetings as appropriate.
• Participate in client development activities, including client prospecting, RFP editing, and Finals pitches.
• Directly handle client activities as required – including, but not limited to, new client onboarding, client portfolio maintenance (e.g., adding/removing investment managers), portfolio rebalancing, assisting with client audits, and creating donor development pieces – with the guidance of the Advisor where appropriate.
• Prepare materials for client meetings – including, but not limited to, performance reports and executive summaries, attribution analysis, risk analysis, asset allocation studies, private capital pacing and liquidity analysis, spending policy analysis, investment manager searches and recommendations, and any other analytics to meet client needs.
• Analyze client portfolios and generate tools for Advisors that facilitate the effective communication of client performance outcomes.
• Monitor client portfolios for adherence to portfolio construction guidelines as determined by the FEG Investment Policy Committee; work with the Advisor, Research Team, and/or Portfolio Management Team to determine a plan of action to address violations of said guidelines.
• Develop a strong understanding of FEG investment philosophy and recommended list of investment strategies.
• Collaborate with the Research Team on client-directed manager due diligence and other client-driven requests.
• Attend investment manager meetings and weekly Research Team meetings.

Benefits

• Competitive compensation and bonus opportunities commensurate with qualifications and performance.
• Employer Paid Life/STD/LTD and subsidized Medical, Dental & Vision plans.
• Retirement benefits including company contributions into 401(k) and ESOP programs.
• Paid Time Off (Holidays, PTO, Parental Leave) and flexible/hybrid working.
• Employee Culture Committees dedicated to enabling a happy and healthy company culture.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level