Portfolio Strategist

Portfolio StrategistFederated Hermes Career Opportunity #9604Pittsburgh, PA (Hybrid location)u00a0Federated Hermes is seeking a Portfolio Strategist to work in conjunction with staff in the Portfolio Construction Solutions department to handle the preparation and conduct research for client portfolio analysis and consultations. The successful candidate will exhibit excellent presentation skills and will leverage a subject matter proficiency in the following areas: asset allocation, asset classes, and funds/SMAs, quantitative analytics, investment product research, data visualization and business intelligence reporting to generate flows into Federated Hermes funds.u00a0For more than 70 years, Federated Hermes (FHI) has provided world-class investment solutions to financial professionals in the United States and around the world. Federated Hermes' employees have defined the qualities of the company's success over the decades: a reputation for integrity and excellence, a commitment to customers and employees and a history of longstanding client relationships. While each market cycle brings new opportunities and challenges to the company, Federated Hermes continues to foster employee commitment to excellence in the investment management industry.u00a0RESPONSIBILITIES INCLUDE:- 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 productsu00a0POSITION SPECIFICATIONS:- Undergraduate degree in Business, Economics, Finance or related field- Have accomplished, or be in pursuit of, an advanced degree or industry designation- 3+ years of experience in the financial services industry 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```{=html}```- Must possess/obtain FINRA Series 7 and 66u00a0EXPLANATORY COMMENTS:- Refined written and verbal communication and presentation skills- Ability to multitask 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- Some travel requiredu00a0LOCATION:- Location: Federated Hermes Tower, Pittsburgh, PA 15222 (Hybrid)u00a0u00a0For consideration, please visit our company website and reference job #9604u00a0For additional information, please visit u00a0Federated Hermes, Inc. offers a competitive salary and benefits package along with a professional environment.Only those candidates in whom we have an interest will be contacted.We are interested in qualified candidates who are eligible to work in the United States. However, we are not able to sponsor visas.u00a0EOE -- Including Disability / VetsFederated 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 isability, 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.

Created: 2026-01-01