What are the responsibilities and job description for the Portfolio Analytics Analyst position at Federated Hermes?
Portfolio Analytics Analyst
Federated Hermes Career Opportunity #9331
Boston, MA (Hybrid)
Since 1955, millions of investors in the United States and around the globe have relied on Federated Hermes, Inc. (NYSE: FHI) for world-class investment solutions. Federated Hermes has grown to become one of the nation's largest investment managers with over $829.6 billion in assets under management. Federated Hermes is a global leader in active responsible investing with one of the largest engagement and stewardship teams in the world representing over $1.8 trillion in assets under advisement.
The Investment Team at Federated Hermes MDT has a long track record of delivering exceptional investment results using our quantitative investment process by leveraging the insights of talented individuals with diverse backgrounds in pursuit of repeatable, risk-adjusted performance across a variety of market conditions.
As a Portfolio Analytics Analyst on the MDT Investment Team, you will play a pivotal role in analyzing the drivers of portfolio performance and risk, leveraging your analytical skills to understand and explain portfolio investments through the lens of our quantitative investment model. You will work closely with members of the Investment Team and other business units to deliver accurate and timely insights for internal and external stakeholders.
We celebrate individual contributions and team successes, fostering a collaborative culture that values diverse backgrounds and insights. If you are a detail-oriented professional with a passion for equity markets and thrive in an analytical and innovative environment, we invite you to explore this opportunity.
Major Duties:
- Conduct detailed performance attribution and risk analyses: interpret performance and risk data; analyze portfolio characteristics to determine sources of historical performance and portfolio risk exposures.
- Leverage Python and SQL skills to maintain the proprietary attribution system and to write code that answers questions about portfolio investments.
- Craft investment, performance, and portfolio commentary by analyzing performance and other data through the lens of the quantitative investment model.
- Help create comprehensive attribution presentations, designing clear and impactful data visualizations to transform complex results into compelling stories.
- Support marketing and client service teams with client presentations, data requests and custom analyses.
POSITION SPECIFICATIONS:
- Bachelor’s degree in finance, business, economics, mathematics, computer science, or equivalent. CIPM or CFA preferred.
- Significant coursework in quantitative analysis including data science, finance, economics, mathematics, statistics, or computer science.
- Minimum of 2 years of related work experience or an advanced degree in business, economics, computer science or equivalent degree.
- Demonstrated knowledge of financial markets required with knowledge of performance attribution and/or risk analysis preferred.
- Computer programming experience in Python, R, SQL or similar language. Experience in Bloomberg, FactSet preferred.
- Superior data analysis capabilities with high mathematical aptitude.
- Exceptional attention to detail.
- Excellent oral and written communication skills.
For consideration, please visit our company website and reference job #9331
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 take affirmative action to ensure that minorities, females, veterans, and qualified people with disabilities are considered for employment and promotional opportunities.
