Performance & Risk Analyst

POSITION SPECIFICATIONS:

• Bachelor's degree in business related field, e.g., Finance, Mathematics, Accounting, Statistics, MIS required; coursework in investments preferred. In lieu of a degree, a comparable combination of education and professional and/or military experience may be considered.

• Two years of investment industry experience preferred

• Familiarity with performance attribution and/or risk management principles preferred

• Prior performance analysis and/or risk management experience preferred

• Familiarity with portfolio composition concepts and methods preferred

• Excellent MS Excel skills required; familiarity with performance attribution/risk management software preferred

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

• Work with portfolio management teams to effectively implement investment ideas in the context of an overall portfolio; identify and communicate material risk exposures

• Provide feedback to portfolio management teams on risks and returns to help improve investment processes

• Create customized reports for use by Investment Research as well as product marketing and sales personnel in responding to requests, RFPs and DDQs

• Calculate modern portfolio theory statistics for mutual funds and separate accounts

• Generate accurate performance attribution and risk management reports for internal and external distribution

• Audit the output from attribution and risk management systems, and research/resolve variances on individual securities as necessary

HOURS/LOCATION:

• 8:30 a.m.

• 5:00 p.m. (flexible hours, work permitting; overtime as required)

• Federated Hermes Tower

• Pittsburgh, PA

• Hybrid work arrangement

EXPLANATORY COMMENTS:

• Solid decision-making, problem solving, and analytical skills with particular attention given to detail and accuracy

• Cooperative attitude, effective interpersonal and communication skills with clients, coworkers, and management

• Ability to be flexible and work as a member of a team