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Federated Hermes
Investment AnalystFederated Hermes • Pittsburgh, US
Investment Analyst

Investment Analyst

Federated Hermes • Pittsburgh, US
30+ days ago
Job type
  • Full-time
Job description

POSITION SPECIFICATIONS

:
  • Bachelor’s degree in related field required; MBA preferred
  • Investment or relevant research experience required.
  • Familiarity with statistical analysis software desired.
  • Mutual fund research and familiarity with mutual fund products preferred;
  • Proficiency with Excel required; Bloomberg, Word and PowerPoint preferred
  • Experience with, R, Python, Matlab, or similar programming language preferred

MAJOR DUTIES:

This position performs in-depth research and analysis for assigned investment sector in support of strategies and policy guidelines.

  • Calculate and analyze various portfolio performance statistics and competitor analysis to include research of peer groups on competitive positioning
  • Work with portfolio management team and investment analysts to generate and review quantitative reports on portfolio performance and stress testing.
  • Design and run simulations to evaluate potential investment strategies
  • Develop innovative software tools to help drive the investment process
  • Assist in preparing quarterly directors’ reports.
  • Produce and format data and written materials for shareholder activity, competitive fund reviews, board reports and special requests, as needed.
  • Assist with rating agency reporting for rated money funds;
  • Assist with monthly SEC reporting
  • Complete special projects as needed.

HOURS/LOCATION:

  • 8:30 a.m. - 5:00 p.m. (Overtime as required)
  • Pittsburgh, PA – hybrid work arrangements (in-office / remote)

EXPLANATORY COMMENTS:

  • Excellent written and oral communication skills.
  • Excellent interpersonal with ability to work in a team environment
  • Solid work ethic with superior analytical skills and the ability to multitask
  • Travel may be required on occasion

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Investment Analyst • Pittsburgh, US

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