Research Analyst - Global Equity

Location

Cincinnati, OH (On-site)

Department

Research – Global Equity

About The Role / Position Summary

The Research Analyst – Global Equity, is responsible for investment manager due diligence, client education and support as well as the analysis of designated markets. You will also assist in the selection, evaluation, and ongoing monitoring of external investment managers.

What You'll Do / Position Responsibilities

• Source, research, and monitor public equity investment managers. Includes drafting research reports on recommended managers, providing quarterly reviews on covered managers, and drafting memos when managers experience significant organizational, personnel, and portfolio changes.
• Assist in the development and maintenance of education and communication materials, including the quarterly market summary, monthly Research Review, quarterly Capital Markets Overview, quarterly consultant packet, Research Review Focus Topics, and other presentations.
• Assist other analysts in providing support to consultants, especially with respect to recommended / covered managers and the assigned markets.
• Provide input to the sector team and IPC with respect to the various sector categories' valuations and portfolio positioning and attend weekly research meetings.
• Attend investment manager meetings and weekly research meetings.

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

What We Expect / Qualifications

What We Offer / Benefits & Compensation

Why FEG? / About the Company

FEG is an independently owned advisory firm that provides investment consulting, outsourced chief investment officer (OCIO), and research services to predominantly institutional clients, 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 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 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.

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