Senior & Analytics Strategist

Position: Senior Performance & Analytics Strategist

Location: Cincinnati, OH

Job : 301

# of Openings: 1

Department: Client Service

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.

• 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.

• 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.

• 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.

• 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 1 , such as university endowments, private and public…