What are the responsibilities and job description for the Business Retention Associate position at Federated Hermes?
Business Retention Associate
Federated Hermes Career Opportunity #9563
Federated Hermes, Inc., a global leader in active, responsible investing, is seeking a Business Retention Associate for our Pittsburgh, Pennsylvania office.
As a Business Retention Associate, you will interact with internal stakeholders and subject matter experts to complete due diligence questionnaires and maintain product information in industry databases. This is a great opportunity to utilize your organizational skills and attention to detail, to support sales efforts and develop a knowledge of the investment management industry.
What you can expect:
- Coordinate the completion of DDQs and RFIs, including developing project plans and timelines to distribute to all relevant internal partners.
- Liaise with sales sponsors and clients to complete client requests in a transparent manner.
- Work and collaborate with SMEs to answer client questions and develop new content.
- Coordinate assigned projects using the team’s proposal development and review process to ensure consistency.
- Prepare, assemble, and submit proposals by specified deadlines.
- Build knowledge of various products and other company-wide information to enhance team productivity and proposal sophistication.
- Understand and prepare responses in line with established compliance protocol and understand applicable regulatory guidelines that affect proposal preparation and submission (i.e. SEC, FINRA. etc.).
What we are looking for:
- Bachelor’s degree in Business, Finance, Communications, Marketing, English or related experience in lieu of degree
- Relevant proposal/DDQ experience or industry experience preferred
- Proficiency with Microsoft Office
- Process writing and grammatical excellence with the ability to compose custom and tailored content with clear, concise, and compelling language
- Previous project management experience preferred
- Strong analytical skills including data manipulation and familiarity with analytical tools including Excel, Power BI, and/or Python preferred
About Federated Hermes:
For nearly 70 years, Federated Hermes (FHI) 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.
For additional information, please visit FederatedHermes.com Opportunity
Federated Hermes, Inc. offers a competitive salary and benefits package along with a professional environment.
Federated Hermes is committed to providing equal employment opportunities to qualified individuals without regard to the following criteria: race (including physical characteristics such as hairstyles ), color, national origin, religion, sex (including 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 applicable local, state or federal law applicable to Federated Hermes.
For more information, please go to Federatedhermes.com or click on the following link:
https://careers.federatedhermes.com/psc/EXT/EMPLOYEE/HRMS/c/HRS_HRAM_FL.HRS_CG_SEARCH_FL.GBL?FOCUS=Applicant&Page=HRS_APP_JBPST&Action=U&FOCUS=Applicant&SiteId=11&JobOpeningId=9563&PostingSeq=1