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Jonathan Cole
Institutional Portfolio Analyst at Fund Evaluation Group, LLC
About
Jonathan Cole is an Institutional Portfolio Analyst at FEG Investment Advisors in Cincinnati, Ohio, where he focuses on supporting institutional clients with portfolio analysis, asset allocation, and investment strategy implementation. His role involves collaborating with the broader client service and investment research teams to deliver customized solutions for endowments, foundations, and other institutional investors, ensuring their portfolios meet specific objectives and risk parameters.
Jonathan covers a wide range of traditional and alternative asset classes, including equities, fixed income, private equity, and real assets, with an emphasis on multi-asset portfolio construction for institutional clients. He brings a deep understanding of institutional investment policy development, performance measurement, and risk management needed for complex, long-term portfolios.
Before joining FEG in 2023, Jonathan worked as a Finance Account Analyst at Medpace and as a Program Assistant at Indiana University Recreational Sports. He holds a degree from the Kelley School of Business at Indiana University, equipping him with strong expertise in finance and business analytics. His professional contributions are marked by rigorous portfolio analysis and committed service to institutional asset owners.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| FEG Investment Advisors | Institutional Portfolio Analyst | Jul 2023 to Present | — |
| Medpace | Finance Account Analyst | May 2021 to Jul 2023 | • Supported and managed over 60 clinical studies for more than 30 different clients with a total expected contract value of $90 million
• Developed fee estimates for requests for proposals (RFPs) in c... |
| Indiana University Recreational Sports | Program Assistant | Aug 2019 to Aug 2020 | • Constructed agendas, PowerPoints, and other materials for weekly/monthly staff meetings and trainings to aid employee learning by providing concise and informational content in a new way
• Administe... |
| Kohl's | Finance Intern | Jun 2019 to Aug 2019 | • One of 14 finance interns hired out of a pool of 100+ applicants for a Fortune 500 company known for developing talent
• Responsible for tracking and updating the prepaid expense files for the exten... |
| Indiana University - Kelley School of Business | Peer Mentor | Aug 2018 to May 2019 | - Mentored 5 incoming Kelley freshman
- Answered questions about school life and gave advice on classes and clubs |
| Indiana University - Kelley School of Business | Peer Tutor | Aug 2017 to May 2019 | • Selected to be a peer tutor by faculty from a pool of over 1000 candidates due to demonstrated proficiency with Excel
• Guided students through daily classwork and addressed any issues they encounte... |
| Home Depot | Sales Associate | Oct 2015 to Jan 2019 | -Responsible for interacting with customers and answering questions
-Prepared the store for customers by cleaning and stocking aisles
-Carried out lists of tasks delegated by department supervisor
-W... |
| Chipotle Mexican Grill | Customer Service Representative | Oct 2016 to May 2017 | • Greeted customers as they entered the restaurant
• Provided excellent customer service and fulfilled customer orders per their request
• Communicated with the grill chef to ensure food met quality s... |
Education
Indiana University - Kelley School of Business
2020 — 2021
East Central High School
2015 — 2016
Others at Fund Evaluation Group, LLC (25)
| Name | Role | Location |
|---|---|---|
B Bobby Blue | Vice President, Portfolio Construction | Cincinnati, OH , United States |
B Brian Hooper | Research Analyst | Fairborn, OH , United States |
 | Vice President - Research | Detroit, MI , United States |
 | Vice President - Research | Cincinnati, OH , United States |
D David Mason | Research Analyst | Cincinnati, OH , United States |
 | AVP, Institutional Portfolio Analyst | Cincinnati, OH , United States |
 | Institutional Portfolio Analyst | Cincinnati, OH , United States |
 | Managing Principal and CIO and Head of Research | Cincinnati, OH , United States |
K Kevin James Conroy | Senior Research Analyst - Hedged Strategies | Cincinnati, OH , United States |
M Michael Franke | Vice President - Portfolio Manager | Cincinnati, OH , United States |
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