FEG Investment Advisors · 1 month ago
Senior Performance & Analytics Strategist
Cincinnati, OH
Full-time
Onsite
Senior LevelFEG Investment Advisors is an independently owned advisory firm that provides investment consulting and research services to institutional clients. The Senior Performance & Analytics Strategist is responsible for managing performance-related data elements, ensuring compliance with GIPS standards, and supporting client-related initiatives.
Financial Services
Responsibilities
Manage and maintain all performance data components within FEG's systems and applications for OCIO mandates, ensuring data accuracy and completeness
Lead composite construction and maintenance consistent with firm’s GIPS policy
Perform monthly, quarterly, and annual performance measurement processes for OCIO composites
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 portfolio analytics that enhance insights into FEG's institutional client base
Keep current with industry standards regarding best practices and regulatory requirements for performance reporting, including the SEC Marketing Rule and GIPS standards
Maintain and revise, as necessary, portfolio construction guidelines and reporting output
Work with the Investment Team to monitor investment manager inventory
Provide guidance to advisors and analysts regarding the suitability, interpretation, and messaging of portfolio analytics and outputs
Support the Client Development Team by creating and maintaining performance solutions that enhance FEG’s competitiveness in winning new business and retaining current clients
Qualification
Required
Location Requirement: This role is based at the FEG Headquarters in Cincinnati, OH and requires the individual to be on-site
Bachelor's degree in Finance, Economics, Statistics, or a related field
Experience in performance measurement, investment operations, or risk analysis within an investment firm or financial services environment
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
Familiarity with GIPS Standards and SEC marketing rules is a plus
Experience with Black Diamond or other portfolio management systems is a plus
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
FEG Investment Advisors
FEG Investment Advisors is dedicated to providing our clients with the exceptional investment experience they deserve.
Founded in 1988
51-200 employees
H1B Sponsorship
FEG Investment Advisors has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (2)
2024 (2)
2023 (2)
2022 (1)
Funding
Current Stage
Growth StageLeadership Team
M
Michael Condon
Senior VP and Outsourced Chief Investment Officer
Recent News
2023-03-03
Company data provided by crunchbase