Portfolio Analytics & Strategy Analyst

Federated Hermes; Pittsburgh (Allegheny County); Hybrid; USD 85,000 - 110,000; Full time

Benefits offered by this job

Bonus programs

Paid vacation

Parental leave

Volunteer day

Women in Investing ERG

University Ambassador Program

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.

Skills

Python

SQL

Education

Bachelor’s degree in Finance, Economics, or business-related field

Tools

Word

Excel

Excel Macros

PowerPoint

FactSet

Bloomberg

Job description

Federated Hermes Career Opportunity #9726

Pittsburgh, PA

POSITION SPECIFICATIONS:

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

The Portfolio Analytics and Strategy Analyst II-FI assists the Sr. Vice President/Sr. Portfolio Manager for Fixed Income – Separately Managed Account (SMA) by performing critical functions for the Fixed Income SMA group activities associated with investment decision making, internal and external communications, and managed account marketing, trading, and operating processes.

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
• 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 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, including characteristics, performance, transaction justification, analytics, etc., to the managed account team on a regular basis, and as needed, to support account management and marketing
• Evaluate new issue corporate bonds for relative value
• Read/write/review written 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 various PC software packages such as Excel spreadsheets to produce high quality reports, presentations, or other documents.
• Assist in the development of further processes to enhance the efficiencies of the team.
• Receive and respond to routine correspondence from our sales force regarding our Fixed Income SMA products
• Collect, compile and analyze moderately complex data and information for inclusion in reports or presentation materials.
• Prepare special or one‑time reports, summarize, or reply to inquiries, select relevant information from a variety of sources.

HOURS/LOCATION:

• 8:00 a.m. - 5:00 p.m. (Overtime as required)
• Pittsburgh, PA - Hybrid

EXPLANATORY COMMENTS:

• Excellent oral and written communication skills required.
• Demonstrated attention to detail and good organizational skills required.
• Excellent time management and multi‑tasking skills
• Good organization and communication skills
• Ability to work independently as well as in a team environment
• Highly motivated

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.

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

The firm does not sponsor employment 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.