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Federated Hermes · 3 days ago

Senior Investment Analyst - Equity

Pittsburgh, PA

Full-time

Onsite

Senior Level

6+ years exp

Federated Hermes, Inc. is one of the nation’s largest investment managers, and they are seeking a Senior Equity Investment Analyst to join their Multi Asset/Balanced Income team. The successful candidate will conduct in-depth research and analysis of stocks within the Industrial and Materials sectors to provide detailed recommendations to the Portfolio Managers.

Financial Services

No H1B

Responsibilities

Interview management of companies, meet with Wall Street analysts, initiate, perform, and maintain in-depth research and analysis of stocks within the Industrial and Materials sectors as well as other sectors as needed to provide detailed recommendations to the Portfolio Managers. 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

Qualification

Equity AnalysisIndustrial Sector KnowledgeInvestment ExperienceFinancial ModelingMicrosoft ExcelBloomberg/FactsetResearch SkillsCommunication SkillsMentoring Skills