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Federated Hermes · 2 weeks ago

Portfolio Strategist

Pittsburgh, PA

Full-time

Hybrid

Mid Level

3+ years exp

Federated Hermes is seeking a Portfolio Strategist to work in conjunction with staff in the Portfolio Construction Solutions department. The successful candidate will handle the preparation and conduct research for client portfolio analysis and consultations, leveraging expertise in asset allocation and quantitative analytics.

Financial Services

No H1B

Responsibilities

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

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

Support analytical/business intelligence projects including aggregation of client data to quantify utilization trends of asset classes and competitor products

Qualification

Asset allocationQuantitative analyticsInvestment product researchData visualizationBusiness intelligence reportingAnalytical software proficiencyAdvanced ExcelFINRA Series 7FINRA Series 66MultitaskingPresentation skillsTime managementAttention to detail

Required

Undergraduate degree in Business, Economics, Finance or related field

3+ years of experience in the financial services industry required

Advanced proficiency in Excel to include using macros required

Must possess/obtain FINRA Series 7 and 66

Preferred

Have accomplished, or be in pursuit of, an advanced degree or industry designation

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