Sr. Investment Analyst/PM – Global Small & Mid Cap, Sustainable and US Equities
London
About Federated Hermes:
Federated Hermes, Inc. is a global leader in active, responsible investment management, with $907B in assets under management, as of March 31, 2026. 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:
To undertake research, generate investment ideas, and, working with the Lead Portfolio Manager, manage their portion of the Federated Hermes London’s Global Small and Mid Cap strategies. Ideas originated should be in line with the stated investment process of the team and come from coverage of the Europe ex UK (including Eastern Europe) region. In addition, ideas for the Global SMID Engagement Equity strategy should, as well as being attractive from a purely investment perspective, have potential to create shareholder value via the team engaging with management to improve companies’ environmental and/or social characteristics. The role requires periodic overseas travel.
Key task and responsibilities:
* Research on companies: company meetings and visits; meeting with sell-side sector analysts and attending conferences; production of detailed investment appraisal and valuation models (DCF or otherwise); working with in-team engagers to assess impact potential and develop and execute an engagement plan; ongoing investment monitoring and research.
* Participate in peer review meetings to evaluate the investment appraisals of other team members, and in portfolio and risk management activity with the Lead PM and team.
* Contribute to the ongoing evolution of the investment philosophy and process of the team and to deciding the format and content of marketing material for the strategy.
* Involvement in the internal and external marketing of the strategies managed by the team, and in developing and maintaining relationships with clients of the strategies. This will include working with the RFP team on proposals and involvement in due diligence assessments by potential clients and/or their advisers.
* Input or authorisation of trades to manage inflows or outflows. Liaison as necessary with dealers in relation to best execution of trades.
* Ad-hoc analysis in relation to, inter alia, investment themes, economics and strategy, portfolio exposures and risk on behalf of team.
* Familiarity with current developments in responsible and impact investing.
* Build relationships where relevant with other investment teams (including US-based teams) and with Federated Hermes Equity Ownership Services (EOS) professionals (on ESG issues).
Experience Required
The requirements of the position include: Excellent academic qualifications, honor’s degree level required and ideally the CFA Able to engage credibly with company management, build and communicate investment cases; write concisely and build Excel models for valuations, good understanding of financial analysis and equity valuation methods, understanding of environmental, social and governance issues.
Experience covering Europe ex UK market and Small & Mid Cap stock coverage is preferred along with presenting investment capabilities and interaction with clients.
Minimum requirements/Candidate Profile:
* Able to engage credibly with company management.
* Able to build and communicate investment cases; write concisely and build Excel models for valuations.
* Good understanding of financial analysis and equity valuation methods.
* Good understanding of accounts and accounting standards
* Understanding of environmental, social and governance issues.
* CFA, or working towards the qualification.
* Fluency (written and spoken) in English.
Diversity, Inclusion and Flexible Working
We believe in genuine opportunity, fairness, and respect for all applicants and aim to ensure that no current or prospective employee is subject to discrimination or treated less favourably on the basis of their disability, gender identity or expression, race, ethnicity, religion or belief, marriage or civil partnership, pregnancy and maternity, age, sex, or sexual orientation, or disability.
We understand that applicants may have different needs and expectations related to their working arrangements and are committed to a discussion on flexible working. Please raise these with your Recruitment contact to discuss what type of arrangements can work for you and the role for which you are applying.
We welcome applications from all eligible candidates, and we particularly encourage applications from qualified candidates who identify as women and/or are from a Black, Asian and Minority Ethnic background, as these groups are underrepresented throughout the financial services sector.
We are a Disability Confident Employer and participate in the “Offer of Interview” scheme, intended to actively encourage applications from people with a disability or long-term condition and offer an interview to those who meet the minimum criteria set out within this job description. You will need to let us know if you would like to opt in to this scheme by contacting Jessica Sheehan at or +44 207 702 0888. You do not need to share details of your disability or long-term condition.
If you would benefit from alternative methods of applying or for workplace adjustments during the recruitment process, please also let us know by contacting to discuss the support you need.