Business Retention Associate jobs in United States
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Federated Hermes · 2 weeks ago

Business Retention Associate

positionPittsburgh, PA
timeFull-time
remoteOnsite
seniorityNew Grad, Entry Level

Federated Hermes, Inc. is a global leader in active, responsible investing, seeking a Business Retention Associate for their Pittsburgh office. The role involves interacting with internal stakeholders to complete due diligence questionnaires and maintain product information, supporting sales efforts while developing knowledge of the investment management industry.

Financial Services

Responsibilities

Coordinate the completion of DDQs and RFIs, including developing project plans and timelines to distribute to all relevant internal partners
Liaise with sales sponsors and clients to complete client requests in a transparent manner
Work and collaborate with SMEs to answer client questions and develop new content
Coordinate assigned projects using the team’s proposal development and review process to ensure consistency
Prepare, assemble, and submit proposals by specified deadlines
Build knowledge of various products and other company-wide information to enhance team productivity and proposal sophistication
Understand and prepare responses in line with established compliance protocol and understand applicable regulatory guidelines that affect proposal preparation and submission (i.e. SEC, FINRA. etc.)

Qualification

Proposal experienceMicrosoft OfficeAnalytical skillsProcess writingProject managementPythonPower BIAttention to detailOrganizational skills

Required

Bachelor's degree in Business, Finance, Communications, Marketing, English or related experience in lieu of degree
Proficiency with Microsoft Office
Process writing and grammatical excellence with the ability to compose custom and tailored content with clear, concise, and compelling language
Strong analytical skills including data manipulation and familiarity with analytical tools including Excel, Power BI, and/or Python

Preferred

Relevant proposal/DDQ experience or industry experience
Previous project management experience

Benefits

Competitive salary and benefits package

Company

Federated Hermes

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Federated Hermes is an investment management firm that offers equity, fixed-income, and liquidity management solutions.
dateFounded in 1955
location
Pittsburgh, Pennsylvania, USA
people-size1001-5000 employees
web-link
https://www.federatedhermes.com/us/home.do

Funding

Current Stage
Late Stage

Leadership Team

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Brooks Harrington
Partner - Head of US Investment
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Recent News

PR Newswire
Federated Hermes Premier Municipal Income Fund declares dividend
2026-01-13
PR Newswire
Federated Hermes announces two fixed-income promotions, naming next fixed-income chief investment officer and head of Municipal Bond Group
2026-01-09
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2025-12-29
Company data provided by crunchbase