Bachelor’s degree in business required; Bachelor’s degree in Business with concentration in Finance, Accounting, Economics or stem-related; MBA or preferred; legal degree helpful.
Minimum 7-10 years business experience in investment business required; investment product management or project management experience in financial industry preferred.
Understanding of mutual funds, separate accounts and investment products required; understanding of the investment industry and advisory company products preferred
Manage Client, Product, Project and Business Development Initiatives for Investment Services including client reporting, managing client issues, client initialization of new products, business development opportunities, fund acquisitions/ mergers, managing enhanced product features, managing compliance with new regulatory requirements and projects to support the overall Investment Management Infrastructure. Manage projects and new business for the Federated Funds, sub-advised, separate accounts, and State Treasury portfolios from the implementation stage and on-going.
Client management to include initialization, reporting, and on-going management of advisory services to the numerous Investment Advisory clients of the firm as set-forth in the agreement; utilizing internal resources managing to the company’s risk profile.
Develop understanding for the company’s investment products to include the regulatory, risk and market impact of various initiatives.
Define and manage client requirements for reporting, communication and execution and implement processes to support those requirements.
Provide comprehensive project management for assigned projects including creating project plans; developing and managing an interdisciplinary project team to implement projects; and monitoring and ensuring that project timelines and specifications are met.
Analyze compliance, legal, product and market developments to define and support decisions regarding clients and assigned products.
Manage the communication of client and product initiatives to the Investment Services “Team” to include Senior Management, Investment Management, Sales, Compliance, Marketing and any area of the company requiring updates and direction.
Manage the legal, regulatory, financial, investment management, operational, marketing and distribution aspects of fund, client and product requirements from approval, through implementation to active management.
Manage components of key infrastructure initiatives, i.e. data governance, reorganizations of processes and support systems, etc.
Develop strong management relationship with core resource areas – Investment Management Portfolio Managers, Compliance Officer, Attorneys, Product Development Managers, etc.
Management of Investment Management support teams to include components of the Investment Management Administrative staff supporting the Portfolio Management teams, Reporting Specialists supporting the sub-advised and separate account clients and business analysts.
8:30 a.m. - 5:00 p.m. (Overtime as required)
Pittsburgh, PA 15222
Excellent presentation and communication skills
Ability to multi-task and work successfully in a deadline driven environment
Demonstrated problem solving and enhanced analytical skills with particular attention given to detail and accuracy
Proven ability to work with all levels of management and clients
Ability to manage initiatives and accomplish goals in a matrix management structure
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.
Internal Number: 8082
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.