Research/Portfolio Management Analyst Intern

RESEARCH/PORTFOLIO MANAGEMENT ANALYST INTERN

Location: Cincinnati, OH (On-site)

Department: Research

Semester: 2026 Spring / Summer

About the Role / Position Summary

The intern will gain exposure to capital markets from the perspective of an institutional investor and will work with multiple asset classes that include global equity, global fixed income, real assets, diversifying strategies, and private equity. This experience will derive from dedicated and ad-hoc research performed by the intern with the oversight of asset class sector team heads, the portfolio management team, and the Director of Research.

Position Responsibilities / Position Responsibilities

• Ad-hoc research supporting asset class sector teams, portfolio management team, and the asset and risk allocation team.
• Dedicated project work supporting research and portfolio management needs. Projects may involve asset allocation and liquidity studies, custom performance analysis, asset manager analysis, etc.
• Attend weekly research meetings and support the management of the meeting.
• Attend and aid in the coordination of asset class team meetings.
• Produce ongoing research reporting.
• Attend investment manager meetings in conjunction with members of the sector team and write summary notes and analyses of the managers and their investment strategies.
• Assist in the management of information in the FEG’s internal manager database.
• Assist in authoring various monthly and quarterly summaries and overview reports.
• Assist in authoring and editing portions of research publications.

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 

• The right candidate will possess a solid academic profile and GPA and will be in pursuit of a bachelor’s degree in business administration with an emphasis on finance or a related field and an interest in an investment career.
• The position entails a one or two-semester commitment and the requirement of 40 hours/week in FEG's Cincinnati or Indianapolis offices.
• Broad understanding of investment strategies and industry
• Strong analytical and both verbal and written communication skills, as well as a sense of intellectual curiosity, are critical.
• Ability to work independently.
• Demonstrates a high level of integrity, initiative, dependability, and team orientation.
• Strong Microsoft Excel experience preferred. FactSet knowledge helpful.

What We Offer / Benefits & Compensation

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

Why Join FEG?

FEG is an independently owned advisory firm that provides investment consulting, outsourced chief investment officer (OCIO), and research services to predominantly institutional clients1, such as university endowments, private and public foundations, religious organizations, healthcare institutions, corporate retirement plans, and select family offices. 

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 $95.1 billion2 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.

1Institutional 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. 

2As of June 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 $95.1bn in AUA, FEG's total assets under management (AUM) of $18.1bn includes discretionary of ($15.7bn) and non-discretionary AUM ($2.4bn).

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.