Senior Investment Operations Analyst
Senior Investment Operations Analyst
Posted on :
09-04-2025
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1 Vacancy
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Monthly Salary
Not Disclosed
Salary Not Disclosed
Vacancy
1 Vacancy
Posted on :
09-04-2025
Job Description
Location: Cincinnati OH (OnSite)
Department: Operations
About the Role / Position Summary
We are seeking a highly skilled and detailoriented Senior Investment Operations Analyst to join our team. This role is responsible for managing all data within FEGs portfolio reporting system calculating performance and analytical metrics and ensuring the accuracy and integrity of performance & trade reporting. The ideal candidate will play a key role in managing FEGs GIPS Standards Program and supporting various performance initiatives within our OCIO service lines.
What Youll Do / Position Responsibilities
- Manage and maintain all performance and risk data within FEGs systems ensuring data accuracy and completeness.
- Calculate and analyze performance metrics risk statistics and attribution reports to support RFPs Finals & adhoc client presentations.
- Assist in the oversight and management of FEGs GIPS Standards Program ensuring composites are updated and published on a monthly basis.
- Support the annual GIPS verification process coordinating with internal teams and external auditors to ensure compliance.
- Collaborate with internal stakeholders to develop and implement new performance measurement solutions that enhance reporting and insights for FEGs OCIO service lines.
- Lead new initiatives aimed at improving the performance measurement process and identifying efficiencies within reporting workflows.
- Monitor industry trends and regulatory changes related to performance measurement and risk analysis ensuring FEG remains at the forefront of best practices.
- Work closely with portfolio managers operations and technology teams to optimize data flows and reporting accuracy.
Youll 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
- Bachelors degree in finance economics statistics or a related field. For certain positions we accept a high school diploma GED or National Career Readiness Certificate (NCRC).
- 5 years of experience in performance measurement investment operations or risk analysis within an investment firm or financial services environment.
- Strong understanding of GIPS Standards and experience managing compliance programs.
- Advanced Excel skills and familiarity with databases reporting tools and data visualization techniques.
- Excellent analytical and problemsolving skills with keen attention to detail.
- Strong communication skills and ability to collaborate across departments.
- Experience with Black Diamond Portfolio management system is strongly preferred.
- CFA or CIPM designation (or progress towards certification) preferred.
- Experienced in Microsoft Office Excel PowerPoint and SharePoint with strong attention to detail excellent written and verbal communication skills and high work ethic.
What We Offer / Benefits & Compensation
- Competitive compensation and bonus opportunities commensurate with qualifications and performance.
- Employerpaid life/STD/LTD and subsidized Medical Dental & Vision plans.
- Wealth Benefits including company contributions into 401(k) and ESOP programs.
- Paid Time Off (Holidays PTO Parental Leave) and flexible/hybrid working.
- Employeeled culture committees dedicated to enabling a happy and healthy company culture.
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 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 135professionals across offices in Cincinnati Ohio Dallas Texas and Indianapolis Indiana with approximately $91.4 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 jobrelated instructions and to perform other jobrelated 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 atwill basis.
1Institutional clientsinclude Charitable organizations Community Foundations Corporate Healthcare Higher Education Independent Schools Insurance Native American Tribes Private Foundations Public Funds Religious organizations and Taft Hartley.Nonprofit clientsinclude Charitable organizations Community Foundations Healthcare (nonprofit) Higher Education Independent Schools Private Foundations and Religious Organizations.
2As of December 312024 Assets under Advisement (AUA) include discretionary and nondiscretionary assets of FEG and its affiliated entities. These assets are typically nondiscretionary. Some asset values may not be readily available at the most recent quarterend; therefore the previous quarters values were used and may be higher or lower depending on current market conditions. Of the $91.4bn in AUA FEGs total assets under management (AUM) of $16.6bn includes discretionary of $14.3bn) and nondiscretionary AUM $2.3bn).
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.
Required Experience:
Senior IC
Employment Type
Full Time
Key Skills
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