Senior Investment Operations Analyst

Senior Investment Operations Analyst – Achievers Network

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We are seeking a highly skilled and detail-oriented Senior Investment Operations Analyst to join our team. This role is responsible for managing all data within FEG's portfolio reporting system, calculating performance and analytical metrics, and ensuring accuracy and integrity of performance & trade reporting. The ideal candidate will play a key role in managing FEG's GIPS Standards Program and supporting various performance initiatives within our OCIO service lines.

• 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.

• 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.
• Experience with Black Diamond Portfolio management system is strongly preferred.
• CFA or CIPM designation (or progress towards certification) preferred.
• Experienced in Microsoft Office, Excel, PowerPoint and SharePoint with strong attention to detail, excellent written and verbal communication skills and high work ethic.

• 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.

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 its clients fulfill their missions for over 35 years.

FEG employs 135+ professionals across offices in Cincinnati, Ohio, Dallas, Texas, and Indianapolis, Indiana, with approximately $82.2 billion in client assets under advisement.

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.

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