FEG Investment Advisors
Senior Performance & Analytics Strategist
FEG Investment Advisors, Cincinnati, Ohio, United States, 45208
1 day ago Be among the first 25 applicants
Senior Performance & Analytics Strategist About The Role / Position Summary
This position is responsible for managing all performance-related data elements across the firm’s institutional client portfolios. Core responsibilities include ensuring compliance with GIPS performance standards, driving process improvement, improving data integrity, and enhancing transparency for internal teams and external verification. The Senior Performance & Analytics Strategist also supports firm-wide portfolio oversight efforts and strategic, client-related initiatives.
Location: Cincinnati, OH (On-site)
Department: Client Service
What You’ll Do / Position 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 portfolio construction guidelines and reporting output as necessary.
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.
You’ll 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
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.
Familiarity with GIPS Standards and SEC marketing rules is a plus.
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.
Experience with Black Diamond or other portfolio management systems is a plus.
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.
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.
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 clients 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 140+ professionals across offices in Cincinnati, Ohio, Dallas, Texas, and Indianapolis, Indiana, with approximately $95.1 billion 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 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.
1 Institutional 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.
2 As of June 30, 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 $95.1bn in AUA, FEG's total assets under management (AUM) of $18.1bn includes discretionary of ($15.7bn) and non‑discretionary AUM ($2.4bn).
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.
Seniority Level Mid‑Senior level
Employment Type Full‑time
Job Function Business Development and Sales
#J-18808-Ljbffr
Senior Performance & Analytics Strategist About The Role / Position Summary
This position is responsible for managing all performance-related data elements across the firm’s institutional client portfolios. Core responsibilities include ensuring compliance with GIPS performance standards, driving process improvement, improving data integrity, and enhancing transparency for internal teams and external verification. The Senior Performance & Analytics Strategist also supports firm-wide portfolio oversight efforts and strategic, client-related initiatives.
Location: Cincinnati, OH (On-site)
Department: Client Service
What You’ll Do / Position 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 portfolio construction guidelines and reporting output as necessary.
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.
You’ll 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
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.
Familiarity with GIPS Standards and SEC marketing rules is a plus.
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.
Experience with Black Diamond or other portfolio management systems is a plus.
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.
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.
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 clients 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 140+ professionals across offices in Cincinnati, Ohio, Dallas, Texas, and Indianapolis, Indiana, with approximately $95.1 billion 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 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.
1 Institutional 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.
2 As of June 30, 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 $95.1bn in AUA, FEG's total assets under management (AUM) of $18.1bn includes discretionary of ($15.7bn) and non‑discretionary AUM ($2.4bn).
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.
Seniority Level Mid‑Senior level
Employment Type Full‑time
Job Function Business Development and Sales
#J-18808-Ljbffr