Senior Portfolio Construction & Analytics Lead

Federated Hermes; Pittsburgh (Allegheny County); Hybrid; USD 70,000 - 90,000; Full time

Benefits offered by this job

Competitive salary and benefits

Collaborative work environment

Professional growth opportunities

Job summary

Federated Hermes is seeking a Portfolio Construction Analyst/Senior in Pittsburgh, PA, to join their Portfolio Construction Solutions team. This exciting hybrid role involves partnering with senior strategists to deliver data-driven portfolio solutions, conducting analysis, and engaging clients.

The ideal candidate should possess a degree in a related field, 2+ years of financial services experience, and strong analytical and communication skills. Additional qualifications include proficiency in tools like Morningstar Direct and advanced Excel capabilities.

Join a collaborative environment and influence investment decisions working alongside industry professionals.

Qualifications

• 2+ years of experience in financial services, preferably in investments or portfolio analytics.
• Strong knowledge of investment products and asset allocation strategies.
• Willingness to obtain FINRA Series 7 and 66 licenses.

Responsibilities

• Deliver tailored portfolio insights to meet client needs.
• Conduct in-depth portfolio analysis for client consultations.
• Perform forensic portfolio analysis using advanced modeling tools.
• Drive investment research initiatives including fund screening.
• Analyze client data and market trends for business intelligence.
• Create data visualizations for both internal and external audiences.

Skills

Analytical thinking

Communication skills

Client engagement

Data visualization

Advanced Excel skills

Education

Bachelor’s degree in Business, Finance, Economics, or related field

Progress toward CFA or MBA

Tools

Morningstar Direct

Orion Risk Intelligence

Job description

Federated Hermes is seeking a Portfolio Construction Analyst/Senior in Pittsburgh, PA, to join their Portfolio Construction Solutions team. This exciting hybrid role involves partnering with senior strategists to deliver data-driven portfolio solutions, conducting analysis, and engaging clients.

The ideal candidate should possess a degree in a related field, 2+ years of financial services experience, and strong analytical and communication skills. Additional qualifications include proficiency in tools like Morningstar Direct and advanced Excel capabilities.

Join a collaborative environment and influence investment decisions working alongside industry professionals.