Senior Investment Data & Analytics Specialist

FEG; Cincinnati (OH); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Competitive compensation

Bonus opportunities

Life insurance

Disability coverage

Medical plan

Dental plan

Vision plan

401(k) & ESOP

Flexible work options

Mentorship program

Tuition reimbursement

Certifications support

Wellness programs

Job summary

FEG Investment Advisors seeks a Sr. Analyst, Investment Data & Analytics to join the Portfolio Management team in Cincinnati.

You will ensure data-driven investment decisions by delivering accurate analytics, monitoring portfolios, and developing automated data pipelines and dashboards. The role collaborates with Investment Operations, Technology, and Research to support asset allocation, performance measurement, and client reporting while driving data quality and governance across investable

Qualifications

• Bachelor's degree in Finance, Economics, Analytics, Mathematics, Business, Engineering, Information Systems, or related field.
• 3–5 years of experience in: Portfolio management support, Investment analytics, OCIO, Asset management, Institutional consulting, or Investment operations with heavy analytical responsibilities.
• Strong understanding of portfolio construction and investment management concepts.
• Experience working with portfolio accounting and investment data.
• Advanced Excel skills and excellent analytical abilities.

Responsibilities

• Support portfolio managers with investment analysis, portfolio monitoring, and asset allocation initiatives.
• Prepare data, analysis, and reporting used in Strategic Asset Allocation and Dynamic Asset Allocation reviews.
• Develop tools and dashboards that improve visibility into portfolio exposures, risks, positioning, liquidity, and implementation.
• Assist with portfolio construction analyses across public and private market portfolios.
• Support manager implementation and portfolio transition activities.
• Help identify trends, risks, and anomalies across portfolios and client accounts.
• Build and enhance portfolio monitoring tools, dashboards, and analytical reporting.
• Develop automated workflows that improve efficiency and reduce manual processes.
• Partner with Technology and Operations to improve data availability and quality.

Skills

Advanced Excel

Investment analytics

Data analysis

Portfolio management

Communication

Problem solving

Education

Bachelor's degree in Finance, Economics, Analytics, Mathematics, Business, Engineering, Information Systems, or related field

Tools

SQL

Python

Power BI

Tableau

Job description

FEG Investment Advisors seeks a Sr. Analyst, Investment Data & Analytics to join the Portfolio Management team in Cincinnati.

You will ensure data-driven investment decisions by delivering accurate analytics, monitoring portfolios, and developing automated data pipelines and dashboards. The role collaborates with Investment Operations, Technology, and Research to support asset allocation, performance measurement, and client reporting while driving data quality and governance across investable