Fixed Income Portfolio Analytics & Strategy Analyst

Federated Hermes

Pittsburgh (Allegheny County)

Hybrid

USD 85,000 - 110,000

Full time

5 days ago

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Job summary

Federated Hermes in Pittsburgh, PA is seeking a Portfolio Analytics and Strategy Analyst II-FI to support the Fixed Income SMA group. You will partner with the Senior PM and cross‑function teams on investment decision making, communications, and marketing operations.

The role requires a Bachelor’s degree, 2 years’ investment experience, and skills in Python and SQL, plus Excel-based modeling and data analysis.

Qualifications

Bachelor’s degree in Finance, Economics, or business-related field required.
2 years of professional-level investment experience required; fixed income knowledge preferred.
Working knowledge of Word, Excel and Excel Macros; familiarity with Word, PowerPoint, FactSet and Bloomberg preferred.
Ability to code in Python.
Ability to query and analyze large data sets using SQL preferred.

Responsibilities

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.
Document rationale for the fixed income SMA trades.
Provide hedges to trading to hedge new issue purchases.
Run what if scenarios for trades in Factset for new issue hedges as well as duration, and yield curve changes.
Create presentations for monthly sales calls, client presentations, and slides for quarterly marketing presentations.
Track model portfolio characteristics, perform portfolio analytics and assess 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 and to support account management and marketing.
Evaluate new issue corporate bonds for relative value.
Read/write/review material related to RFPs, due diligence questionnaires, strategy and marketing.
Check all potential trades vs. the firms restricted list.
Update quarterly requests for information from program sponsors.
Monitor and communicate with trading desk regarding drift reports.
Gather information on potential credits and investment opportunities.
Assist with preparation of Marketing materials as needed.
Use Excel to produce high quality reports, presentations, or other documents.
Assist in developing further processes to enhance team efficiencies.
Receive and respond to routine correspondence from our sales force regarding Fixed Income SMA products.
Collect, compile and analyze moderately complex data for reports or presentations.
Prepare special or one-time reports and summarize inquiries.