TALENT COMMUNITY: Advisory

About the role

At FEG, advisors work closely with institutional, non‑profit clients to manage investment programs designed to make an impact today and for generations to come. The Advisor Talent Community considers candidates for future opportunities across investment advisory teams, with possible areas of interest including Institutional Portfolio Analyst, Senior Advisory Associate, and 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

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 with a team‑oriented mindset
• Desire to build and maintain meaningful client relationships
• Interest in long‑term professional development and continuous learning

Qualifications

• Recent graduates interested in institutional investment advisory
• Investment analysts seeking a defined career development track and growth opportunities
• Professionals in finance or a related discipline looking to augment investment skills in an advisory capacity
• Candidates pursuing or interested in acquiring CFA, CAIA, or other professional designations
• Professionals aspiring to become client‑facing investment advisors