Achievers Network ยท 2 months ago
Senior Investment Operations Analyst
Cincinnati, OH
Full-time
Onsite
Senior Level
5+ years expAchievers Network is an independently owned advisory firm that provides investment consulting and outsourced chief investment officer services to institutional clients. They are seeking a highly skilled Senior Investment Operations Analyst to manage data within their portfolio reporting system, calculate performance metrics, and ensure compliance with GIPS Standards.
Non-profit Organization Management
Responsibilities
Manage and maintain all performance and risk data within FEG's systems, ensuring data accuracy and completeness
Calculate and analyze performance metrics, risk statistics, and attribution reports to support RFPs, Finals, & ad-hoc client presentations
Assist in the oversight and management of FEG's 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 FEG's 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
Qualification
Required
Bachelor's degree in finance, economics, statistics, or a related field
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 problem-solving skills, with keen attention to detail
Strong communication skills and ability to collaborate across departments
Experienced in Microsoft Office, Excel, PowerPoint and SharePoint with strong attention to detail, excellent written and verbal communication skills and high work ethic
Preferred
Experience with Black Diamond Portfolio management system is strongly preferred
CFA or CIPM designation (or progress towards certification) preferred
Benefits
Competitive compensation and bonus opportunities commensurate with qualifications and performance.
Employer-paid 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.
Employee-led culture committees dedicated to enabling a happy and healthy company culture.
Company
Achievers Network
Black Achiever is a group dedicated to connecting African American professionals. We believe you can accomplish more together than you can by yourself.
2-10 employees
Funding
Current Stage
Early StageLeadership Team
Michael Moore
President/CEO
Company data provided by crunchbase