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TALENT COMMUNITY: Advisory

FEG Investment Advisors
  • Dallas, Ohio
    4 days ago

    Job Description

    Interested in building a career as an investment advisor? We'd love to connect.
    At FEG, our advisors' work sits close to our clients' mission, not just the market. We partner with a client base consisting primarily of institutional, non-profit organizations to manage investment programs designed to make an impact today and for generations to come. While we may not currently have an opening that aligns with your background, we are always interested in connecting with talented individuals who are passionate about investments and working with clients, and interested in becoming trusted advisors.
     
    By joining our Advisor Talent Community, you'll be considered for future opportunities across our investment advisory teams.
     
    Areas of Interest May Include:
    • Institutional Portfolio Analyst (IPA)
    • Senior Advisory Associate
    • Investment Advisor
     
    What You'll Be Doing
    Over the course of your career at FEG, you may:
    • 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
     
    What Successful Candidates Typically Bring
    • 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
     
    Who Should Apply?
    We welcome interest from:
    • 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
     
    Join Our Talent Community
    If you are interested in a future career as an institutional investment advisor, submit your resume and tell us more about your skills and interests. We regularly review submissions and may contact candidates when opportunities arise that align with their skills and career goals.
     
    Apply today to begin your journey toward becoming a trusted investment advisor at FEG.

    Numbers & Facts

    LocationDallas, Ohio
    Websitehttps://www.feg.com/careers

    Skills

    • Analysis Skillsunmatched
    • Chartered Financial Analyst (CFA)unmatched
    • Communication Skillsunmatched
    • Customer Relationsunmatched
    • Customer Relationship Management (CRM)unmatched
    • Customer Support/Serviceunmatched
    • Detail Orientedunmatched
    • Develop and Maintain Customersunmatched
    • Due Diligenceunmatched
    • Financeunmatched
    • Investment Analysisunmatched
    • Investment Managementunmatched
    • Investment Servicesunmatched
    • Market Researchunmatched
    • Nonprofitunmatched
    • Portfolio Analysisunmatched
    • Presentation/Verbal Skillsunmatched
    • Problem Solving Skillsunmatched
    • Project/Program Managementunmatched
    • Relationship Managementunmatched
    • Team Playerunmatched

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