Brian Ruffner Email & Phone Number

Pittsburgh, Pa, Us

Pittsburgh, Pa

Lead portfolio manager of the Opportunistic Corporate Bond Strategy. This strategy combines investment grade and high yield asset classes in varying amounts, and includes Federated Hermès Corporate Bond Fund (FCBF) mutual fund (ticker: FDBIX), Corporate Bond Portfolio (a sub-advised portfolio, part of a variable annuity product offering), and several separate account corporate bond portfolios. Co-manager of the Federated Hermès Intermediate Corporate Bond Fund (FICBF, ticker FIIFX) and Federated Hermès Quality Bond Fund II (QBF). Assets managed over $4 billion. Participating member of the Sector Allocation Alpha Pod, which sets the recommended sector allocation for the overall fixed income department.Work with Federated sales force to provide client servicing to investors from the broker-dealer, wealth management & trust and national accounts channels. Conduct regular conference calls and in-person reviews of investment performance, attribution, market outlook, portfolio characteristics, and risk metrics. Create client marketing materials, new business pitch books, and publish written portfolio and market commentaries. Senior member of the Investment Grade Corporate credit committee charged with making investment grade corporate bond sector allocation recommendation to the Sector Allocation Alpha Pod and for approving individual investment grade credit recommendations. The investment grade corporate bond group manages over $10 billion across several different investment strategies. Represent investment grade corporate bond group to client investment consultants for new business opportunities and for existing client due diligence reviews. Review draft request for proposals and provide guidance to the RFP group with new business proposals.

Pittsburgh, Pa

• Anticipated trends in future credit quality for over 90 investment-grade corporate bond issuers in the brokerage, basic materials, industrial products, healthcare, pharmaceutical, automotive and waste services sectors• Generated relative value trading recommendations based on quantitative and qualitative research• Communicated recommendations via oral presentations, written analysis and quantitative models• Established dialogue with issuers, rating agencies and Wall Street analysts to assist in a thorough knowledge of specific sectors and credits• Interviewed, trained, and evaluated junior investment analysts• Maintained well documented credit files

Pittsburgh, Pa

Trader•Managed liquidity position of over $100 billion of 2(a)-7 mutual funds• Responsible for developing firm's liquidity strategy during the transition to 2000 (Y2K) and the events following September 11, 2001• Presented market summaries to senior management and portfolio managers during weekly investment meetings• Implemented a variety of liquidity trades to accommodate shareholder activity late in the daily trading session• Responsible for portfolio construction and management of two Treasury non-repo funds with assets totaling over $1.5 billion• Supervised internal information technology personnel as they developed an internal trading system for the cash management functionAssistant Trader• Assisted traders in the execution of trades for several security types, including repurchase agreements, commercial paper and government and treasury products•Responsible for building a common spreadsheet for trading multiple investment products• Established relationships with trade counter parties and custody banks

Pittsburgh, Pa

• Managed a financial reporting team for published annual reports of assigned mutual funds• Assisted internal and external auditors in the review of external mutual funds• Developed an understanding of many security types to ensure proper income accruals• Assisted supervisor with training new hires and special projects

Pittsburgh,Pa

• Reconciled European cash accounts, investing idle cash in the bank's overnight investment vehicle• Communicated with European investment managers regarding all aspects of security and foreign exchange transactions and researched trade settlement problems• Implemented internal auditing functions for account reconciliation

Master Of Business Administration - Mba

Bachelor Of Science - Bs, Business Administration And Management, General