Portfolio Analytics & Strategy Analyst - FI

• JOB OPENING #: 9726

POSITION TITLE: Portfolio Analytics & Strategy Analyst - FI

DEPARTMENT: Fixed Income Managed Accounts

• POSITION SPECIFICATIONS:
• Bachelor's degree in Finance, Economics, or business-related field required; MBA and/or CFA preferred.
• 2 years of professional-level investment experience required; knowledge of fixed income markets and securities preferred.
• Working knowledge of Word, Excel and Excel Macros required; familiarity with Word, PowerPoint, FactSet and Bloomberg preferred.
• Ability to code in Python.
• Ability to query and analyze large data sets using SQL preferred.

The Portfolio Analytics and Strategy Analyst II-FI assists the Sr. Vice President/Sr. Portfolio Manager for Fixed Income - Separately Managed Account (SMA) by performing critical functions for the Fixed Income SMA group activities associated with investment decision making, internal and external communications, and managed account marketing, trading, and operating processes.

MAJOR DUTIES:

• Represent Portfolio Management's interest as a direct point of contact with Sales, Marketing, Compliance, Product Development, Trading Operations, and Performance Attribution.
• Update, maintain, and transmit fixed income portfolio models for various multi- sector strategies
• Document rationale for the fixed income SMA trades
• Provide hedges to trading to hedge new issue purchases
• Run what if scenarios for trades in Factset for new issue hedges as well as duration, and yield curve changes
• Create presentations for monthly sales calls, client presentations, and slides for quarterly marketing presentations
• Track model portfolio characteristics, perform portfolio analytics and access the viability and impact of proposed model changes
• Generate daily, weekly and ad hoc reports, including reports to assist Portfolio Manager with analyzing potential portfolio trades and reports to sponsors for non-discretionary accounts
• Generate and explain performance attribution statistics for due diligence and sales conference calls as well as client conference calls.
• Communicate all model related information, including characteristics, performance, transaction justification, analytics, etc., to the managed account team on a regular basis, and as needed, to support account management and marketing
• Evaluate new issue corporate bonds for relative value
• Read/write/review written material related to RFPs, due diligence questionnaires, strategy and marketing
• Check all potential trades vs. the firms restricted list
• Update quarterly requests for information from program sponsors
• Update quarterly characteristics, etc., for marketing presentations
• Monitor and communicate with trading desk regarding drift reports

Miscellaneous/Ad-Hoc Research

• Gather information on potential credits and investment opportunities
• Assist with preparation of Marketing materials as needed.
• Use various PC software packages such as Excel spreadsheets to produce high quality reports, presentations, or other documents.
• Assist in the development of further processes to enhance the efficiencies of the team.
• Receive and respond to routine correspondence from our sales force regarding our Fixed Income SMA products
• Collect, compile and analyze moderately complex data and information for inclusion in reports or presentation materials.
• Prepare special or one-time reports, summarize, or reply to inquiries, select relevant information from a variety of sources.

HOURS/LOCATION:

• 8:00 a.m. - 5:00 p.m. (Overtime as required)
• Federated Hermes Tower - Hybrid

EXPLANATORY COMMENTS:

• Excellent oral and written communication skills required.
• Demonstrated attention to detail and good organizational skills required.
• Excellent time management and multi-tasking skills
• Good organization and communication skills
• Ability to work independently as well as in a team environment
• Highly motivated
• COMMENCEMENT DATE: 06/18/2026

We are interested in qualified candidates who are eligible to work in the United States. However, we are not able to sponsor visas.

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

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