Portfolio Construction Analyst/Senior

Major Duties

• 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.
• Attend Macro/Balanced Committee and sub-committee meetings as possible.
• Support analytical/business intelligence projects including aggregation of client data to quantify utilization trends of asset classes and competitor products.
• Create efficiencies, scalability, and automation in the preparation and production processes for consultation delivery by the Strategists.
• Demonstrate a proactive, highly credible, portfolio analysis methodology while interacting with clients and sales counterparts.

Qualifications

• 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.

Hours/Location

8:30 a.m. - 5:00 p.m. (overtime as required)
Federated Hermes Tower – Pittsburgh, PA 15222
Hybrid Location (office/remote)

Pay

TBD

Schedule

Hybrid Location (office/remote)