Investment Analyst

• JOB OPENING #: 9678

POSITION TITLE: Investment Analyst

DEPARTMENT: Investment Management - Equity - Kaufmann

• POSITION SPECIFICATIONS:
• Bachelor's degree required, coursework in Finance and Accounting preferred. MBA or CFA designation or significant progress toward is a plus.
• Minimum of 5 years of investment experience is preferred; candidates with slightly less buyside experience but strong analytical training and demonstrated passion in investing may be considered.
• Prior experience covering or analyzing companies in Industrials and Financials sectors is preferred; exposure to Energy is a plus.
• Strong financial modeling, analytical, and valuation skills.
• Excellent communication and relationship building skills, with the ability to clearly present complex investment ideas.
• High level of intellectual curiosity, initiative, and work ethic, with a genuine passion for equity investing.
• Proficiency with Microsoft Excel, Word, PowerPoint, and Bloomberg.

MAJOR DUTIES:

• Under the guidance of a Senior Portfolio Manager, conduct fundamental, bottom¿up equity research on companies within assigned sectors, including Industrials, Financials and Energy, and additional sectors as coverage expands.

• Perform comprehensive investment analysis, including:

• Financial statement analysis

• Financial modeling and valuation

• Comparable company and industry analysis

• Assessment of industry structure, competitive dynamics, ESG considerations, regulatory environment, currency exposure, political risk, and macroeconomic trends.

• Generate differentiated investment insights and clearly articulate buy, sell, and hold recommendations to portfolio managers.

• Meet with company management teams, participate in earnings calls, attend industry conferences, and engage with sell¿side analysts to stay current on company¿specific and industry developments.

• Maintain ongoing coverage of portfolio holdings and watch¿list names, proactively identifying changes in fundamentals, valuation, or risk profile.

• Contribute actively to team discussions and investment meetings, supporting a collaborative and intellectually rigorous investment culture.

The annual base salary range for this position is $150,000 - $225,000. In determining salary multiple factors will be taken into consideration such as primary work location, experience, education and skill set.

HOURS/LOCATION:

• 8:30 a.m. - 5:00 p.m. (Overtime as required)
• New York City - hybrid work arrangements (in-office / remote)

EXPLANATORY COMMENTS:

• Demonstrated ability to multitask
• Travel required
• COMMENCEMENT DATE: 04/17/2026

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.

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