Analysis Skills, Artificial Intelligence (AI), Business Administration, Chartered Financial Analyst (CFA), Communication Skills, Comparative Analysis, Computer Skills, Finance, Financial Analysis, Financial Modeling, Industry/Trade Analysis, Interpersonal Skills, Investment Analysis, Investment Management, Leadership, Mentoring, Microsoft Excel, Microsoft Word, Multitasking, Presentation/Verbal Skills, Regulations, Sales, Securities, Team Player, Writing Skills
POSITION TITLE: Investment Analyst - Equity
DEPARTMENT: Strategic Value Research
- POSITION SPECIFICATIONS:
- Bachelor's degree required; MBA preferred
- CFA preferred
- Minimum of three years of experience as an Equity Analyst required
- Experience leading/mentoring junior analysts helpful
- Comprehensive, in-depth equity analysis experience in the international and domestic financial sectors required
- Excellent research knowledge, analysis and decision-making skills required
- Proven track record of strong performance and proven judgment in the field of securities analysis required
- Broad knowledge of macro/industry data related to the financial sector required
- Excellent written and oral communication skills
- Advanced computer skills including Microsoft Word and Excel, Bloomberg/Factset required
- Experience in adopting and integrating AI technologies to drive productivity and enhance efficiency
MAJOR DUTIES:
This position performs in-depth and complex research and analysis for assigned investment sector in support of strategies and policy guidelines.
- Conduct on-going independent, in-depth and complex research and analysis of equities in the international and domestic financial sectors and other sectors as needed in order to provide detailed recommendations to the Portfolio Managers.
- Interview management of companies, meet with Wall Street analysts, initiate, perform, and maintain in-depth research and analysis of stocks within the international and domestic financial sectors as well as other sectors as needed to provide high quality recommendations. The investment analysis will include financial statement analysis, financial modeling, comparable company analysis as well as assessment of industry, currency, political, and macroeconomic trends.
- Utilize analysis to formulate investment ideas and clearly articulate (verbal and written) to portfolio managers for inclusion in portfolios. This includes generating and diligently communicating value-added buy, sell, and hold recommendations in a written and standardized format on individual securities and other information relevant to the portfolio.
- Stay current on industry trends, new technologies, regulatory changes, and company specific issues. Sources include, but not limited to, industry conferences/seminars, industry publications, public documents, trade journals, C-Suite management interviews, and Wall Street analysts.
- Review analyst, company, and industry reports and participate on earnings calls.
- Participate in investment meetings within the firm.
HOURS/LOCATION:
- 8:30 a.m. - 5:00 p.m. (Overtime as required)
- Federated Hermes Tower / hybrid work environment - Twenty-fifth floor
EXPLANATORY COMMENTS:
- Excellent interpersonal and communication skills with ability to work in a team environment
- Solid work ethic with superior analytical skills and the ability to multitask
- Proven judgment in the field of securities analysis
- Travel may be required on occasion
- COMMENCEMENT DATE: 07/17/2026
We are interested in qualified candidates who are eligible to work in the United States. However, we are not able to sponsor visas.
Federated Hermes is committed to providing equal employment opportunities in all aspects of employment to qualified individuals without regard to the following criteria: race, color, national origin, religion, sex, 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 local, state or federal law applicable to Federated Hermes. As part of the firm's equal employment opportunity statement, Federated Hermes will also comply with applicable government contractor obligations, including ensuring veterans and qualified people with disabilities are considered for employment and promotional opportunities consistent with current federal, state and local laws and regulations. Federated Hermes will also make reasonable accommodations for the religious practices or beliefs of applicants and employees, as well as for mental health or physical disability needs.
To review Federated Hermes' California Privacy Notice go to https://www.federatedinvestors.com/corporate/careers.do and select CA Applicant Notice.