VP, Investment Data Solutions

Location: Cincinnati, OH (On-site)

Department: Technology

About the Role / Position Summary

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.

What You’ll Do / Position Responsibilities

Strategic Planning & Vision

Reporting to the COO, collaborating with department leaders to help 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.

Technology & Industry Expertise

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.

Ability to utilize knowledge of risk and industry to ensure solutions operate at the highest standards.

Data Management & Technology Alignment

Ensure all projects are running 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 help 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.

You’ll Enjoy This Job If You… / Skills & Characteristics

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.

What We Expect / Qualifications

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.

What We Offer / Benefits & Compensation

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.

Why FEG? / About the Company

FEG is an independently owned advisory firm that provides investment consulting, outsourced chief investment officer (OCIO), and research services to predominantly institutional clients1, 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 our clients fulfill their missions, for over 35 years. FEG employs 135+ professionals across offices in Cincinnati, Ohio, Dallas, Texas, and Indianapolis, Indiana, with approximately $91.4 billion2 in client assets under advisement.

LIMITATIONS AND DISCLAIMER

The above job description is meant to describe the general nature and level of work being performed; it is not intended to be construed as an exhaustive list of all responsibilities, duties and skills required for the position.

All job requirements are subject to possible modification to reasonably accommodate individuals with disabilities. Some requirements may exclude individuals who pose a direct threat or significant risk to the health and safety of themselves or other employees.

This job description in no way states or implies that these are the only duties to be performed by the employee occupying this position. Employees will be required to follow any other job-related instructions and to perform other job-related duties requested by their supervisor in compliance with Federal and State Laws.

Requirements are representative of minimum levels of knowledge, skills and/or abilities. To perform this job successfully, the employee must possess the abilities or aptitudes to perform each duty proficiently. Continued employment remains on an “at-will” basis.

1Institutional clients include Charitable organizations, Community Foundations, Corporate, Healthcare, Higher Education, Independent Schools, Insurance, Native American Tribes, Private Foundations, Public Funds, Religious organizations, and Taft Hartley. Nonprofit clients include Charitable organizations, Community Foundations, Healthcare (nonprofit), Higher Education, Independent Schools, Private Foundations, and Religious Organizations.

2As of December 31,2024, Assets under Advisement (AUA) include discretionary and non-discretionary assets of FEG and its affiliated entities. These assets are typically non-discretionary. Some asset values may not be readily available at the most recent quarter-end; therefore, the previous quarter's values were used and may be higher or lower depending on current market conditions. Of the $91.4bn in AUA, FEG's total assets under management (AUM) of $16.6bn includes discretionary of ($14.3bn) and non-discretionary AUM ($2.3bn).

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.