Portfolio Construction Analyst/Senior

Federated Hermes Career Opportunity 9718

Pittsburgh, PA (Hybrid)

Federated Hermes is seeking a Portfolio Construction Analyst/Senior to join our Portfolio Construction Solutions team. This is an exciting opportunity to partner with senior portfolio strategists while playing a meaningful role in delivering insightful, data-driven portfolio solutions to clients.

In this role, you’ll combine analytical rigor with strong communication and client engagement skills; helping to design, evaluate, and enhance multi-asset portfolios while contributing to client interactions that drive business outcomes. You’ll utilize your expertise across asset allocation, investment products, and advanced analytics to support portfolio consultations and ultimately contribute to the growth of Federated Hermes strategies.

What You’ll Do

• Partner with sales and senior team members to deliver tailored portfolio insights addressing client needs across multi-asset models, asset allocation strategies, and product utilization.
• Support client consultations by conducting in-depth portfolio analysis and translating complex risk metrics into actionable insights.
• Perform forensic portfolio analysis, identifying strengths, weaknesses, and opportunities through advanced risk and scenario modeling tools.
• Drive investment research initiatives, including quantitative screening of funds and investment managers.
• Contribute to business intelligence efforts, analyzing client data and market trends to uncover insights into asset class usage and competitive positioning.
• Create compelling data visualizations and reporting, helping bring investment recommendations to life for internal and external audiences.

Qualifications

• Bachelor’s degree in Business, Finance, Economics, or a related field
• Progress toward (or completion of) an advanced degree or industry designation (e.g., CFA, MBA)
• 2+ years of experience in financial services, preferably in investments, portfolio analytics, or research
• Strong working knowledge of tools such as Morningstar Direct, Orion Risk Intelligence (HiddenLevers), or similar platforms
• Advanced Excel skills, including macros and complex data analysis
• FINRA Series 7 and 66 licenses (or willingness to obtain)

Why Join Federated Hermes?

• Work alongside experienced professionals in a collaborative, growth-focused environment
• Gain exposure to sophisticated portfolio construction techniques and institutional-quality analytics
• Play a direct role in shaping client portfolios and influencing investment decisions
• Build in-demand skills in data-driven investing, business intelligence, and multi-asset strategy

For 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.

For consideration, please visit our company website and reference job 9718.

For additional information, please visit FederatedHermes.com

Federated 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.

EOE – Including Disability / Vets

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 of beliefs of applicants and employees, as well as for mental health or physical disability needs.

About Federated Hermes

For more than 60 years, Federated Hermes 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.

Connections working at Federated Hermes