Institutional Portfolio Analyst Intern

Job Details

• Location: Cincinnati, Ohio (On-site)
• Department: Client Service
• Semester: Fall 2026
• Hours: 40 hours / week
• Commitment: One or two-semester position

About The Role

The Institutional Portfolio Analyst Intern will gain invaluable hands-on experience by working directly with Advisor teams. This role focuses on developing crucial skills in organizing, synthesizing, and presenting financial data to support the effective management of client portfolios and elevate the overall client experience. Critical thinking and effective communication are paramount for interacting with co-workers, clients, investment managers, and custodians.

Key Responsibilities

As an Institutional Portfolio Analyst Intern, you will:

• Record and reconcile client portfolio performance on a monthly and quarterly basis.
• Assist in the preparation of client-facing materials, which include, but are not limited to:
  • Performance attribution analysis
  • Portfolio risk analysis
  • Strategic asset allocation studies and what-if analysis
  • Spending policy analysis
  • Investment manager searches
• Communicate effectively with co-workers, clients, investment managers, and custodians.
• Provide support to advisor teams on departmental projects.
• Actively enhance your personal understanding of the institutional investment landscape and FEG’s investment philosophy and process.

Who You Are (Skills & Characteristics)

You will thrive in this role if you:

• Are eager to listen and learn while simultaneously taking full ownership of your individual scope of work.
• Take immense pride in possessing and continuously developing expert financial data domain knowledge.
• Enjoy ensuring clients receive excellent customer service.
• Are meticulous about data quality and consistency.
• Are adept at creating and following processes, while always seeking out efficiencies.
• Engage collaboratively with clients, investment teams, and peers.
• Are skilled at prioritizing effectively and decisively across complex teams and competing priorities.
• Enjoy working in and learning extensively about the financial investment industry.

What We Expect (Qualifications)

The ideal candidate will possess:

• A solid academic profile and GPA.
• Currently pursuing a bachelor’s degree in business administration with an emphasis on finance or a related field.
• A genuine interest in an investment career.
• A one or two-semester commitment, working 40 hours/week in FEG’s Cincinnati office.
• A broad understanding of investment strategies and the industry.
• Strong analytical skills, coupled with excellent verbal and written communication skills.
• A profound sense of intellectual curiosity.
• The ability to work independently.
• Demonstrated high level of integrity, initiative, dependability, and team orientation.
• Strong Microsoft Excel experience (preferred).
• FactSet knowledge (helpful).

What We Offer (Benefits & Compensation)

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

Why FEG? (About the Company)

FEG is an independently owned advisory firm providing comprehensive investment consulting, outsourced chief investment officer (OCIO), and research services. We primarily serve institutional clients, including university endowments, private and public foundations, religious organizations, healthcare institutions, corporate retirement plans, and select family offices. Founded in 1988, FEG has a rich history of over 35 years serving communities, both directly and by helping our clients fulfill their missions. With 140+ professionals across offices in Cincinnati, Dallas, and Indianapolis, FEG advises on approximately $100.4 billion in client assets.

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.