Position SummaryConsulting Analyst is responsible for providing on going client service for consulting relationships. The position requires the ability to work with consultants, research and reporting to meet the needs of the client. The responsibilities include performance reconciliation, financial analysis and interactions with investment managers and custodians. The position reports to the Consultant.Position Responsibilities• Support client relationships for the… Show more Position SummaryConsulting Analyst is responsible for providing on going client service for consulting relationships. The position requires the ability to work with consultants, research and reporting to meet the needs of the client. The responsibilities include performance reconciliation, financial analysis and interactions with investment managers and custodians. The position reports to the Consultant.Position Responsibilities• Support client relationships for the consultant team• Learn FEG’s investment philosophy and recommended list of investment strategies• Perform reporting responsibilities including history creation, performance reconciliation, report review and executive summaries at the manager and composite level• Perform asset allocation studies, manager searches, fee analysis, attribution, private capital implementation modeling, investment policy reviews and any other analytics to meet client needs• Preparation and coordination of rebalancing activities for clients including coordination with managers and custodians• Gain confidence of consultant(s) to become back up for all client inquiries Show less

Position Summary:Performance Analyst is responsible for managing the performance reporting needs for a group of consultant teams. The position requires the ability to identify problems and resolve them accurately and timely, as well as the ability to communicate effectively with investment managers and custodians. The responsibilities include monthly history completion and project work with the consultant teams. The position reports to the Vice President – Client Service.… Show more Position Summary:Performance Analyst is responsible for managing the performance reporting needs for a group of consultant teams. The position requires the ability to identify problems and resolve them accurately and timely, as well as the ability to communicate effectively with investment managers and custodians. The responsibilities include monthly history completion and project work with the consultant teams. The position reports to the Vice President – Client Service. Position Responsibilities:-Monthly history completion-Completion of industry sectors and asset mixes-Identify source of problems and resolve accurately and timely-Communicate effectively with investment managers and custodians on issues-Reconcile manager and composite performance-Database upkeep with investment manager/custodian contact changes-Notify consultant teams of investment manager changes and explain performance discrepancies-History creation and reconciliation for new clients-Assist consultant teams on projects Show less

I am a full time student at the University of Cincinnati majoring in Finance.