Analysis Skills, Analysis Software, Automation, Bank Stress Testing, Business Intelligence, Communication Skills, Construction, Customer Relations, Customer/Client Research, Data Collection, Data Visualization, Detail Oriented, Economics, Establish Priorities, Finance, Financial Services, Forensic Science, Fund Management, Interpersonal Skills, Investment Analysis, Metrics, Multitasking, Operational Improvement, Portfolio Analysis, Presentation/Verbal Skills, Quantitative Analysis, Resource Utilization, Risk, Risk Analysis, Sales, Series 66, Series 7, Software Licenses, Stress Testing, Team Player, Thought Leadership, Time Management, Writing Skills
POSITION TITLE: Portfolio Construction Analyst/Sr.
DEPARTMENT: Portfolio Constructions Solutions
- POSITION SPECIFICATIONS:
- Bachelor's degree in Business, Economics, Finance or related field required; progress towards or holding MBA, CFA, CIMA and CFP preferred.
- Minimum of 2 years of relevant experience in the financial services industry required including experience working with client-facing salespeople, analytics and thought-leadership content required;
- Subject matter proficiency required in the following areas: asset allocation, asset classes, and funds/SMAs, quantitative analytics, investment product research, data visualization and business intelligence reporting required.
- Proficiency with analytical software such as Morningstar and portfolio risk and stress testing systems such as Morningstar Direct and Orion Risk Intelligence (aka Hidden Levers) preferred.
- Advanced proficiency in Excel to include using macros required.
- Must possess or obtain FINRA Series 7 and Series 66 licenses within 6 months of hire date.
The qualifications of the identified candidate will determine title of Sr. Portfolio Construction Analyst or Portfolio Construction Analyst
MAJOR DUTIES:
- The Portfolio Construction Analyst will work with the Strategists of the Portfolio Construction department and Sales professionals using quantitative, technical, analytical and interpersonal skills to generate flows into Federated Hermes' products.
Investment Analysis:
- Collaborate with team members in fielding Sales and client requests centered around multi-asset class model portfolios, existing asset allocation, and investment product utilization.
- Support team in performing forensic analysis and prove strategies as to the application, interpretation, and efficacy of risk measurement metrics in preparation of client-facing consultations.
Investment Research:
- Support investment research efforts by evaluating client model strengths and weaknesses as determined by Orion Risk Intelligence system.
- Deploy a process that involves screening funds and managers on a quantitative basis.
- Attend Macro/Balanced Committee and sub-committee meetings as possible.
Project Work:
- Support analytical/business intelligence projects including aggregation of client data to quantify utilization trends of asset classes and competitor products.
- Develop a comprehensive understanding of the technology infrastructure, including all licensed and proprietary software applications and data.
- Collaborate with business partners and technology vendors on operational improvements to systems and data needs.
- Create efficiencies, scalability, and automation in the preparation and production processes for consultation delivery by the Strategists.
Client Consultations and Preparations:
- Demonstrate a proactive, highly credible, portfolio analysis methodology while interacting with clients and sales counterparts.
HOURS/LOCATION:
- 8:30 a.m. - 5:00 p.m. (overtime as required)
- Federated Hermes Tower - Pittsburgh, PA 15222
- Hybrid Location (office/remote)
EXPLANATORY COMMENTS:
- Possess a high degree of professionalism, trust, integrity and an unsurpassed work ethic.
- Effectively communicate and exhibit characteristics of a strong team player and contributor.
- Excellent written and verbal communication and presentation skills.
- Ability to multi-task and prioritize deadlines, while remaining flexible toward unexpected changes.
- Excellent time management skills, attention to detail and resourcefulness.
- Will be required to sign an employment agreement.
- COMMENCEMENT DATE: 06.01.2026
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.