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Allocation Intern Jobs in Ohio (NOW HIRING)

Wealth Advisor II

Cincinnati, OH · On-site

$74K - $100K/yr

Selects specific FFB asset allocation strategies according to client goals and risk tolerances ... Incentive Eligibility All roles are incentive eligible with the exception of Co-Op, Intern, or ...

Sr Financial Analyst I

Westerville, OH · On-site +1

$85K - $150K/yr

Actively participate in developing strategy details and resource allocation to support ... Supervision/Oversight of a cross functional team or project, intern or seasonal associate, or other ...

Allocation Intern information

What is an allocation intern?

An allocation intern is a role within a company where the intern assists in distributing resources, products, or funds across departments or locations. The position often involves data analysis, using tools like Excel or specialized software, and supports inventory management or financial planning tasks. It typically requires strong organizational skills and attention to detail.

What are the key skills and qualifications needed to thrive as an allocation intern, and why are they important?

To thrive as an Allocation Intern, you typically need strong analytical skills, attention to detail, and a background in business, supply chain management, or a related field. Familiarity with inventory management systems, Microsoft Excel, and data analysis tools is often required. Effective communication, time management, and adaptability are important soft skills for collaborating with teams and responding to shifting priorities. These skills ensure accurate inventory allocation and support efficient merchandise distribution, which are critical for meeting business goals.

What is the difference between Allocation Intern vs Supply Chain Intern?

AspectAllocation Intern

Credential RequirementsTypically requires a bachelor's degree in business, logistics, or related fields.
Work EnvironmentWorks within logistics, inventory management, and distribution teams.
Employer & Industry UsageCommonly used in retail, manufacturing, and distribution companies.
Comparison Search IntentOften compared due to overlapping logistics and inventory responsibilities.

The Allocation Intern focuses on distributing inventory efficiently within a company, often working closely with logistics and inventory teams. The Supply Chain Intern has a broader scope, covering procurement, logistics, and overall supply chain management. While both roles require similar educational backgrounds and are found in similar industries, the Allocation Intern specializes more in inventory allocation, whereas the Supply Chain Intern handles end-to-end supply chain processes.

What are some common challenges an allocation intern may face when learning to manage inventory levels across multiple locations?

As an Allocation Intern, one of the main challenges is quickly understanding how to balance inventory between stores with varying sales trends, customer preferences, and seasonal fluctuations. You may also encounter difficulties with analyzing large data sets and responding to sudden shifts in demand. However, working closely with allocation analysts and planners provides valuable guidance, and many companies offer training on internal systems and forecasting tools to help interns develop these critical skills.

What does an allocation intern do?

An Allocation Intern supports the allocation team by assisting with inventory distribution and stock management across different stores or locations. They analyze sales data, monitor inventory levels, and help ensure that products are placed where they are most likely to sell. This role often involves working with spreadsheets, learning inventory systems, and collaborating with buyers and planners to optimize stock levels and minimize overstock or stockouts. Allocation Interns gain valuable experience in retail operations, data analysis, and supply chain processes.
What are the most commonly searched types of Allocation jobs in Ohio? The most popular types of Allocation jobs in Ohio are:
What cities in Ohio are hiring for Allocation Intern jobs? Cities in Ohio with the most Allocation Intern job openings:

Intern, Research Analyst (Spring 2027)

FEG

Cincinnati, OH

Internship

Medical, Dental, Vision, Life, Retirement, PTO

Posted 8 days ago


Job description

Location: Cincinnati, OH (On-Site)
Employment Type: Internship (40 hours / week)
Department: Research
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.
Why Work at 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 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 37 years. FEG employs 140+ professionals across offices in Cincinnati, Ohio, Dallas, Texas, and Indianapolis, Indiana, with approximately $99.4 billion2 in client assets under advisement.
What You’ll Do / 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.
What We Require / Minimum 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 office.
  • 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 You’ll Bring / Knowledge, Skills, and Experience
  • 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 amp; 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 Offer / Benefits amp; Compensation
  • Competitive compensation and bonus opportunities commensurate with qualifications and performance.
  • Employer-paid life, Short-Term Disability and Long-Term Disability coverage plus subsidized Medical, Dental, amp; Vision plans.
  • Wealth Benefits including 401(k) and ESOP Programs with company contributions.
  • Paid Time Off (Holidays, PTO, Parental Leave)
  • Flexible work options designed to support work-life balance while maintaining productivity and collaboration.
  • Employee-led culture committees focused on engagement, well-being, diversity, and a positive workplace environment.
  • A structured mentorship program that fosters professional growth, knowledge sharing, and leadership development through meaningful one-on-one connections.
  • Tuition reimbursement for approved educational programs to support continued learning and career development.
  • Reimbursement for eligible professional certifications and industry-recognized designations.
  • Access to comprehensive wellness programs that support physical, mental, and overall well-being.
Work Authorization Requirement
FEG Investment Advisors is committed to fostering diversity and maintaining equitable, inclusive hiring practices. At this time, we are not able to provide visa sponsorship for this role. All candidates must already have legal authorization to work in the United States at the time they apply and remain authorized throughout their employment, without requiring current or future sponsorship.
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 December 31, 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 $99.4bn in AUA, FEG's total assets under management (AUM) of $18.1bn includes discretionary of ($15.4bn) and non-discretionary AUM ($2.6bn).
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.