Senior Advisory Associate

FEG; Ottawa; On-site; CAD 70,000 - 90,000; Full time

Job summary

A financial advisory firm is seeking a Senior Advisory Associate in Ottawa, Ontario. This role involves supporting client relationships and participating in the preparation and execution of client meetings. Candidates should possess a Bachelor's degree in finance or a related field, with over 5 years of experience in the investment industry. Key skills include problem-solving, analytical thinking, and strong communication abilities. This position offers various benefits including flexible working arrangements and retirement contributions.

Benefits

Employer Paid Life/STD/LTD

Subsidized Medical, Dental & Vision plans

Retirement benefits including 401(k) contributions

Paid Time Off

Flexible/hybrid working

Employee Culture Committees

Qualifications

• 5+ years of relevant work experience in the investment industry.
• Detail-oriented with excellent problem-solving and communication skills.
• Takes initiative with strong analytical skills.

Responsibilities

• Support client relationships and participate in client meetings.
• Handle client activities like onboarding and portfolio maintenance.
• Prepare client meeting materials including performance reports.

Skills

Team player

Investment acumen

Problem-solving skills

Communication skills

Analytical skills

Attention to detail

Education

Bachelor’s degree in finance or related discipline

CFA designation

CAIA designation

Graduate degree preferred

Tools

Microsoft Office

Excel

PowerPoint

SharePoint

Job description

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.

What You’ll Do / Position 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.

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

• Highly motivated team player seeking opportunity in an entrepreneurial, growth-oriented environment.
• Strong investment acumen and enjoy building knowledge and skills with others.
• Provide clients with an exceptional investment experience.

What We Expect / Qualifications

• Bachelor’s degree in finance or related discipline is required; CFA designation, CAIA designation, and/or graduate degree preferred.
• 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.
• 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.

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.

1 Institutional clients include Charitable organizations, Community Foundations, Corporate, Healthcare, Higher Education, Independent Schools, Insurance, Native American Tribes, Private Foundations, Public Funds, Religious organizations, and Taft Hartley.Nonprofit clients include Charitable organizations, Community Foundations, Healthcare (nonprofit), Higher Education, Independent Schools, Private Foundations, and Religious Organizations.

2 As of September 30, 2025, Assets under Advisement (AUA) include discretionary and non-discretionary assets of FEG and its affiliated entities. These assets are typically non-discretionary. Some asset values may not be readily available at the most recent quarter-end; therefore, the previous quarter's values were used and may be higher or lower depending on current market conditions. Of the $100.4bn in AUA, FEG's total assets under management (AUM) of $19.6bn includes discretionary of ($17.0bn) and non-discretionary AUM ($2.5bn).

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.