Senior Investment Analyst, US SMID

2 weeks ago

Britain Roman province, United Kingdom Federated Hermes Full time
Job title – Senior Investment Analyst, US SMID
Grade – Associate Director
Location – London About Federated Hermes;
Federated Hermes, Inc. is a global leader in active, responsible investment management, with $750.6 billion in assets under management, as of Dec. 31, 2023.

We deliver investment solutions that help investors target a broad range of outcomes and provide equity, fixed-income, alternative/private markets, multi-asset, and liquidity management strategies to more than 11,000 institutions and intermediaries worldwide.

Our clients include corporations, government entities, insurance companies, foundations and endowments, banks, and broker/dealers. Headquartered in Pittsburgh, Federated Hermes has more than 2,000 employees in London, New York and offices worldwide.

For more information, visit Main Function of the role:


The Senior Analyst role offers varied exposure across the activities of the US SMID strategy (and therefore by association the SDG and Global Sustainable Equities strategies).

The primary focus of the role will be contributing towards the overall valuation analysis, including feeding into the building of financial models in addition to assessing key assumptions and sensitivities; and the general provision of data/analysis required to support investment decisions.

Additional ad hoc might include responses to client requests and contribution to the US SMID marketing materials.

Key task and responsibilities:

  • Contribute towards the research, analysis and evaluation of a variety of investment opportunities, including early-stage opportunity screening through to detailed assessment of prioritised investments.
  • Valuation analysis, including the building of financial models in addition to assessing key assumptions and sensitivities.
  • Prepare presentation of past company performance and growth trends, in addition to wider macro regulatory and industry factors, and other relevant topics as required.
  • Prepare investment reviews and recommendations to the Portfolio Managers and/or investment presentations to existing or prospective clients
  • Ad-hoc analysis in relation to, inter alia, investment themes, economics and strategy, portfolio exposures and risk.
  • Participate in peer reviews of investments, portfolio review/optimisation discussions and other portfolio management activity.
  • Periodic qualitative and quantitative assessment of progress of engagement plans and reporting thereon.
  • Assist with administrative duties such as maintaining and improving research reports and databases.
  • Production of valuation modelling to the level expected and in a timely manner, as directed by the Head of US equities.
  • Project management of activities other than the above.
  • Adherence to all external and internal compliance requirements and Federated Hermes behaviours

Candidate Profile:

  • Excellent academic qualifications, will be educated to at least honours degree level and ideally CFA.
  • Ability to construct detailed financial models
  • Proficiency in valuation methods including DCFs and other valuation methods on companies and strong data mining skills.
  • Strong analytical skills, initiative, independent thinker, highly numerate and computer literate, in particular Microsoft Excel. A self starter.
  • Passion for investing and a desire to develop a career within fund management.
  • Ability to communicate clearly and succinctly in both written and oral form.
  • Willingness to adhere to and contribute to the ongoing improvement of the team's investment process.
  • Ability to work to deadlines and produce consistent results, in line with team objectives. Good organisational and time management skills.
  • Good team player; adaptable and flexible. Able to work within a small team. We're looking for the best, whoever they are

We believe in equal opportunities for all and aim to ensure that no current or prospective employee is treated less favourably on the basis of their gender, race, ethnicity, religion or belief, gender identity or expression, marriage or civil partnership, pregnancy and maternity, age, sexual orientation, or disability.

We welcome applications from all eligible candidates, and we particularly encourage applications from eligible candidates from a Black, Asian and Minority Ethnic background, as these groups are underrepresented throughout the financial services sector.

If you would like to request a reasonable adjustment to the application and/or interview process (in line with the Equality Act 2010), please speak to jessica.

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