FEG Investment Advisors · 13 hours ago
Associate Vice President, Trading Operations
Cincinnati, OH
Full-time
Onsite
Senior Level, Lead/Staff
8+ years expFEG Investment Advisors is an independently owned advisory firm that provides investment consulting and research services to institutional clients. The Associate Vice President of Trading Operations will lead the firm's trading functions, overseeing trade execution, collaborating with advisor teams, and mentoring operations analysts to ensure efficient trading processes.
Financial Services
Responsibilities
Oversee trade execution of the Firm, including the coordination with custodians and operations analysts to ensure timely and accurate settlement
Translate portfolio management decisions into executable transactions across the lifecycle of the trades
Oversee daily cash inflow reporting and implement process enhancements so all interested parties receive appropriate information for trading activity
Collaborate with Advisor teams on non-discretionary trading needs
Work closely with Portfolio Management and Advisors to implement model portfolios in Black Diamond and oversee the trading activities associated with model changes
Create reports and communicate relevant findings to management on trading activities
Continued professional development on trading, investment operations and technical platforms
Mentor and train Operations analysts associated with the trading platform
Qualification
Required
Bachelor's degree in accounting, finance, or related discipline
8-12+ years of experience in trading, investment operations, or financial-technology platform management
Vast experience with portfolio accounting platforms; knowledge of Black Diamond or Tamarac preferred
Knowledge of alternative investments (private capital and hedge fund structures)
Strong understanding of valuation processes, transaction lifecycle, security master data, and portfolio operations
Excellent communication skills and proven ability to partner with Investments, Operations, Compliance, Technology, and client-facing teams
Preferred
Knowledge of Black Diamond or Tamarac 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
FEG Investment Advisors
FEG Investment Advisors is dedicated to providing our clients with the exceptional investment experience they deserve.
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
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