VP, Investment Data Solutions

VP, Investment Data Solutions

Location:

Cincinnati, OH (On-site)

Department:
Technology

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VP, Investment Data Solutions is a leadership role focused on driving cross‑functional initiatives to streamline business processes and oversee the implementation of strategic corporate initiatives. Acting as a vital link between stakeholders, clients, and technical teams, this role ensures seamless alignment between strategic business goals, operational priorities, and customer needs. Combining expertise in business process analysis and project management, this role delivers impactful solutions that enhance efficiency, profitability, and service delivery across the organization.

• Reporting to the COO, collaborating with department leaders to identify, document and coordinate the strategic planning and execution of operations and technology initiatives.
• Research, analyze, recommend, and implement changes to FEG’s business processes to improve operational efficiencies, quality, service, and profitability.
• Lead cross‑functional projects and initiatives where you define product vision and develop an implementation plan to execute on business needs that drive the firm forward.
• Assess processes and systems and recommend mitigating solutions for operational risks identified.

• Serve as an analytical, objective thought partner to internal stakeholders, helping refine strategic decisions with data‑driven insights.
• Attend relevant seminars and maintain network contacts to stay abreast of the ever‑changing vendor landscape and best practices within the financial industry; monitor, review, and report on solutions.
• Apply knowledge of risk and industry to ensure solutions operate at the highest standards.

• Ensure all projects run smoothly, meeting regularly with stakeholders across the firm.
• Work with COO and department leaders on aligning resources and systems to account for future growth of the firm.
• Identify the right solutions to bring together data from various sources (e.g., custodians, market data providers, internal systems) into a unified platform.
• Streamline data management processes to reduce manual effort, improve accuracy, and enhance operational efficiency.
• Manage key vendor relationships.

• Take ownership of individual work while collaborating effectively with cross‑functional teams.
• Have a passion for aligning solutions and processes with customer needs.
• Enjoy driving continuous improvement and creating efficiencies.
• Value data integrity and use it to make informed decisions.
• Thrive in a dynamic environment with competing priorities.
• Are curious about the investment industry and eager to grow within it.

• Bachelor’s degree in business administration, information systems, project management, or related field. For certain positions, we accept a high school diploma, GED, or National Career Readiness Certificate (NCRC).
• 15+ years of work experience in business analysis, process improvement, project management, and solutions implementation, preferably within the asset management sector.
• Preferred certifications include PMP, CBAP, CSPO or Lean Six Sigma.
• Proficiency in project management tools (e.g., JIRA, MS Project) and process mapping software (e.g., Visio).
• Experience with implementations and change management methodologies.
• Strong analytical, communication, and problem‑solving skills.
• Ability to prioritize effectively and resolve complex issues with minimal guidance.

• Competitive compensation and bonus opportunities commensurate with qualifications and performance.
• Employer‑Paid Life/STD/LTD and subsidized Medical, Dental & Vision plans.
• Retirement benefits including company contributions into 401(k) and ESOP programs.
• Paid Time Off (Holidays, PTO, Parental Leave) and flexible/hybrid working.
• Employee Culture Committees dedicated to enabling a happy and healthy company culture.