Associate Vice President Institutional Portfolio Analysis

FEG; Ottawa; Hybrid; CAD 90,000 - 120,000; Full time

Job summary

A financial services firm is seeking an Associate Vice President, Institutional Portfolio Analysis to enhance client relationships and conduct investment analysis. This role involves preparing client meeting materials, conducting portfolio analysis, and engaging with various internal and external parties. Candidates should have a bachelor's degree in finance, with over 8 years of relevant experience, and strong analytical and communication skills. Competitive compensation and hybrid working environment offered.

Benefits

Competitive compensation

Flexible working

Employer Paid Life/STD/LTD

Qualifications

• 8+ years of experience in the investment industry, preferably institutional or non-profit.
• Ability to identify and resolve complex problems with minimal guidance.
• Experience in client onboarding and portfolio maintenance.

Responsibilities

• Support client relationships and prepare materials for meetings.
• Conduct in-depth analysis on client portfolios.
• Collaborate with internal teams for client-directed tasks.

Skills

Analytical skills

Client relationship management

Attention to detail

Communication skills

Education

Bachelor’s degree in finance or related discipline

Graduate degree preferred

Tools

Microsoft Excel

Microsoft PowerPoint

SharePoint

Job description

We are proud of our growing team of professionals. Check out our open positions below.

Location: Cincinnati, OH

Job Id: 316

# of Openings: 1

Department: Client Service

About the Role / Position Summary

The Associate Vice President, Institutional Portfolio Analysis is responsible for providing ongoing support for advisory relationships. The position requires the ability to work with internal parties such as Advisors, Portfolio Management Team, Research, Operations, and IT, as well as external parties such as client staff and investment committees, 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 performance attribution, monitoring client portfolios and proactively recommending potential solutions to Advisors, and interacting with all interested parties to provide an exceptional client experience. This position will be expected over time to take primary ownership of certain client relationships in preparing to become an Advisor.

What You’ll Do / Position Responsibilities

Client Management & Support

• Support client relationships for the Advisor Team; participate in preparation sessions for client meetings; attend and lead client meetings as appropriate.
• Directly handle client activities as required – including new client onboarding, client portfolio maintenance (e.g., adding/removing investment managers), portfolio rebalancing, assisting with client audits, and creating donor development pieces – with guidance from the Advisor.
• 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.
• Collaborate with the Research Team on client-directed manager due diligence and other client-driven requests.

Investment Analysis & Expertise

• Monitor client portfolios for adherence to appropriate benchmarks and 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.
• Participate in client development activities, including client prospecting, RFP editing, and Finals pitches.
• Develop a strong understanding of FEG investment philosophy and recommended list of investment strategies.
• Attend investment manager meetings and weekly Research Team meetings.

You’ll Enjoy This Job If You / Skills & Characteristics

• Listen and learn while still taking full ownership of individual scope of work.
• Take pride in having and continuing to develop expert financial data domain knowledge.
• Enjoy ensuring clients have excellent customer service.
• Care about data quality and consistency.
• Create & follow processes while thinking through efficiencies.
• Engage collaboratively with clients, investment teams and peers.
• Prioritize effectively and decisively across complex teams and competing priorities.
• Enjoy working in and learning about the financial investment industry.

What We Expect / Qualifications

• Bachelor’s degree in finance or related discipline, graduate degree preferred.
• 8+ years’ work experience in the investment industry or a similar field, preferably institutional or non-profit related.
• Ability to identify and resolve/escalate complex problems with minimal guidance.
• Exemplary knowledge of analytical skills and a 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.

What We Offer / Benefits & Compensation

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

Founded in 1988, FEG has served communities, both directly and by helping our clients fulfill their missions, for over 35 years. FEG employs 140+ professionals across offices in Cincinnati, Ohio, Dallas, Texas, and Indianapolis, Indiana, with approximately $100.4 billion in client assets under advisement.

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.

FEG Investment Advisors is an Equal Opportunity Employer. FEG Investment Advisors does not discriminate in its employment decisions based on race, religion, color, national origin, sex (including pregnancy, gender identity and sexual orientation), age (40 or older), disability, veteran or military status, genetic information, or any other basis that would violate any applicable federal, state, or local law.