Analysis Skills, Artificial Intelligence (AI), Business Development, Business Processes, Communication Skills, Content Delivery/Distribution, Content Development, Economics, English Language, Establish Priorities, Financial Analysis, Financial Compliance, Investment Management, Investment Strategy, Legal, Marketing, Multitasking, Power BI, Presentation/Verbal Skills, Product Management, Product Positioning, Product Strategy, Project Development, Project Planning, Project/Program Management, Proposal Writing, Regulatory Compliance, Request for Proposals (RFP), Resolve Customer Issues, Sales, Time Management, Workflow/BPM (Business Process Management) Software
POSITION TITLE: Business Development Analyst
DEPARTMENT: Proposal Services, Business Development
- POSITION SPECIFICATIONS:
- Bachelor degree in Business, Finance, Data Analytics, Economics, Communications, Marketing, English or other related degree required. FINRA SIE preferred
- 2+ years of RFP/DDQ experience or relevant investment management experience required
- Demonstrates an interest of the application of technology in business processes, including AI and other software to enhance workflow
- Fundamental understanding of the investment management and working knowledge of the firm's core products and investment strategies required
- Experience drafting or reviewing proposal content, client facing materials, or technical questionnaires preferred
- Project management experience required
- Experience with Responsive (the team's content database), Power BI, and advanced Excel techniques preferred
MAJOR DUTIES:
- Lead and coordinate the completion of new business proposals, including developing project plans and timelines suited to the task
- Fully understand the request from the client, its purpose and reasoning for product placement
- Utilize relationships with key stakeholders in product, investment management, marketing, sales and other key business units to create compelling, product specific and industry-related content to be delivered in proposals for new business
- In conjunction with managers, organize and run launch meetings for all stakeholders to determine key roles and timelines for SMEs. Establish any client-specific positioning, themes and strategies
- Partner with subject¿matter experts to address client questions, develop tailored content, and ensure responses reflect current product, operational, and investment capabilities
- Prioritize responsibilities to effectively manage multiple concurrent projects, groups and activities within client-directed deadlines
- Make effective use of core content from Responsive, including AI tools to refine answers, applying sound judgment to enhance clarity and precision.
- Source and effectively apply additional content from agreed resources, including the accurate sourcing of core quantitative data from centralized locations
- Work with dedicated resources within the team to ensure executive, legal, compliance and financial approval for institutional mandates as necessary
- Navigate and use various client portals, databases and platforms for sourcing of opportunity information and submission of proposals
- Adhere to established Compliance protocol and regulatory guidelines that affect proposal preparation and submission, as well as following all documented team procedures as necessary for audit and compliance purposes
- Complete other ad-hoc projects and duties as determined by management
HOURS/LOCATION:
- 8:30 a.m. - 5:00 p.m. (overtime as required)
- Federated Hermes Tower- Pittsburgh, PA 15222
- Hybrid (office/remote)
EXPLANATORY COMMENTS:
- Oral and communication skills
- Analytical skills and comfort working with data
- Project management and critical thinking skills
- Ability to multi-task and manage multiple projects
- COMMENCEMENT DATE: 04/30/2026
We are interested in qualified candidates who are eligible to work in the United States. However, we are not able to sponsor visas.
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 or beliefs of applicants and employees, as well as for mental health or physical disability needs.
To review Federated Hermes' California Privacy Notice go to https://www.federatedinvestors.com/corporate/careers.do and select CA Applicant Notice.