Senior Investment Data & Analytics Analyst

FEG Investment Advisors; Cincinnati (OH); On-site; USD 95,000 - 130,000; Full time

Benefits offered by this job

Competitive compensation & bonus

401(k) and ESOP

Paid time off

Flexible work options

Tuition reimbursement

Professional certifications support

Wellness programs

Job summary

FEG Investment Advisors in Cincinnati, OH seeks a Sr. Analyst in Investment Data & Analytics to partner with Portfolio Management. The role blends investment analysis, data management, automation, and process improvement to support OCIO investment decisions.

You will work across Investment Operations, Technology, and Research to turn complex data into actionable insights that improve portfolio outcomes and governance.

Qualifications

• Bachelor's degree in Finance, Economics, Analytics, or related field.
• 3–5 years in portfolio management support, investment analytics, or OCIO.
• Strong understanding of portfolio construction and investment concepts.
• Experience with portfolio accounting and investment data.
• Advanced Excel skills and strong analytical abilities.

Responsibilities

• Support portfolio managers with investment analysis and asset allocation.
• Develop tools and dashboards for portfolio exposures, risks, and liquidity.
• Manage data pipelines and ensure data quality from custodians and systems.
• Produce reports for Strategic Asset Allocation and performance reviews.
• Collaborate with Operations, Technology, Research, and Reporting teams.

Skills

Portfolio management support

Investment analytics

Data analysis

Excel proficiency

Communication

Education

Bachelor's degree in Finance/Economics/Analytics/Mathematics/Engineering/Information Systems

Tools

Power BI

Tableau

SQL

Python

FactSet

SS&C

Addepar

Tamarac

Job description

FEG Investment Advisors in Cincinnati, OH seeks a Sr. Analyst in Investment Data & Analytics to partner with Portfolio Management. The role blends investment analysis, data management, automation, and process improvement to support OCIO investment decisions.

You will work across Investment Operations, Technology, and Research to turn complex data into actionable insights that improve portfolio outcomes and governance.