Portfolio Analytics & Strategy Analyst

Portfolio Analytics and Strategy Analyst-FI – Fixed Income                                                                     

Federated Hermes Career Opportunity #9726

Pittsburgh, PA     

Since 1955, millions of investors in the United States and around the globe have relied on Federated Hermes, Inc. (NYSE: FHI) for world-class investment solutions. Federated Hermes has grown to become one of the nation's largest investment managers with $911.6 billion in assets under management. Federated Hermes is a global leader in active responsible investing with one of the largest engagement and stewardship teams in the world representing over $2.3 trillion in assets under advisement.

Federated Hermes has a unique opportunity for a Portfolio Analytics and Strategy Analyst on the Fixed Income Separately Managed Accounts (SMA) team in Pittsburgh, Pennsylvania. This is a great opportunity to learn all facets of fixed income investment management on a small team that has an outstanding performance track record and is experiencing solid asset growth. If you have an interest in applying your passion for the markets with a career in fixed income asset management, consider this opportunity to join our team. The ideal candidate will be a hardworking, detail-oriented self-starter who is intellectually curious.

Major Duties:

• Represent Portfolio Management’s interest as a direct point of contact with Sales, Marketing, Compliance, Product Development, Trading Operations, and Performance Attribution.
• Update, maintain, and transmit fixed income portfolio models for various multi- sector strategies
• Create presentations for monthly sales calls, client presentations, and slides for quarterly marketing presentations
• Run what if scenarios for trades in Factset for new issue hedges as well as duration, and yield curve changes
• Receive and respond to routine correspondence from our sales force regarding our Fixed Income SMA products 
• Track model portfolio characteristics, perform portfolio analytics and access the viability and impact of proposed model changes
• Generate daily, weekly and ad hoc reports, including reports to assist Portfolio Manager with analyzing potential portfolio trades and reports to sponsors for non-discretionary accounts
• Generate and explain performance attribution statistics for due diligence and sales conference calls as well as client conference calls.
• Communicate all model-related information to the managed account team on a regular basis, and as needed, to support account management and marketing

Position Specifications:

• Bachelor’s degree in Finance, Economics, or business-related field required. In lieu of a degree, a comparable combination of education, job specific certification(s), and professional and/or military experience may be considered.
• MBA and/or CFA preferred.
• 2 years of professional-level investment experience required; knowledge of fixed income markets and securities preferred.
• Ability to code in Python required.
• Working knowledge of Word, Excel and Excel Macros; familiarity with Word, PowerPoint, FactSet and Bloomberg, preferred.
• Ability to query and analyze large data sets using SQL preferred.

Explanatory Comments:

• Excellent oral and written communication skills required.
• Attention to detail and good organizational skills required.
• Ability to work independently as well as in a team environment.

Pittsburgh is one of the nation’s most livable cities with a strong economy; lower cost of living than cities of similar size; entrepreneurial spirit; sense of community; superior academics and top research universities; and, vibrant arts, food, cultural and professional sports scenes. Federated Hermes is a company that fosters a strong collaborative culture and recognizes the strength of individual contributions. 

Our Investment in You

We believe our employees are our most important asset! Therefore, we offer benefits programs designed to help you and your family thrive, training programs to advance your professional development and opportunities for you to give back to the community.  Our offerings include:

• A competitive total compensation package, including bonus programs designed to recognize and incentivize our employees to do their best every day
• Time off programs including paid vacation, parental leave and a volunteer day to help you stay healthy and connected to the things that are important
• Opportunities to expand your professional network within the firm and the community through participation in programs such as the Women in Investing Employee Resource Business Group and the University Ambassador Program.

About Federated Hermes

At Federated Hermes, our goals are to help individuals invest and retire better, to help our clients achieve better risk-adjusted returns, and to contribute to the positive outcomes in the wider world. We pledge to always putting our clients first and to acting responsibly and transparently. Our commitment to active investment has enabled us to become a leading investment manager with $ 911.6 billion in assets under management; serving investors around the world. 

We provide career opportunities that enable our employees to grow and meet their career aspirations while balancing the needs of their personal lives. We offer a collaborative environment that promotes doing things the right way and always with integrity, sharing ideas to drive positive change, and following through on our commitments. We are motivated by a higher purpose and always consider the impact of our work. We promote teamwork and foster a diverse, inclusive and respectful workplace where unique perspectives, ideas and experiences are recognized and appreciated for the contributions they bring. 

For consideration, please visit our company website and reference job #9726.

For additional information, please visit FederatedHermes.com

Federated Hermes, Inc. offers a competitive salary and benefits package along with a professional environment.

Only those candidates in whom we have an interest will be contacted.

We are interested in qualified candidates who are eligible to work in the United States. However, we are not able to sponsor visas.

EOE – Including Disability / Vets

Federated Hermes is committed to providing equal employment opportunities in all aspects of employment to qualified individuals without regard to the following criteria: race, color, national origin, religion, sex, pregnancy, sexual orientation, gender identity or expression, mental or physical disability, age, familial or marital status, ancestry, military status, veteran status or genetic information as well as any other prohibited criteria under any local, state or federal law applicable to Federated Hermes. As part of the firm’s equal employment opportunity statement, Federated Hermes will also comply with applicable government contractor obligations, including ensuring veterans and qualified people with disabilities are considered for employment and promotional opportunities consistent with current federal, state and local laws and regulations. Federated Hermes will also make reasonable accommodations for the religious practices of beliefs of applicants and employees, as well as for mental health or physical disability needs.