Federated Hermes, Inc., one of the nation’s largest investment managers with over $778.7 billion assets under management has an exciting opportunity for an international equity analyst, with some US coverage as well, to join our International Core/Value team, which is comprised of eleven team members with significant investment experience. The ideal candidate will have some investment experience; however, we will consider candidates who are hard-working, self-starters and have a passion for learning and investing in the Technology, Media and Telecommunications (TMT) space. The position will report to a Senior Portfolio Manager, who also specializes in the TMT space and has over 15 years of investment experience.
Position Specifications:
Bachelor’s degree required; coursework in Finance and Accounting preferred and/or CFA or progress towards CFA helpful.
Some investment experience (up to 2 years) in/or covering the TMT space in a professional/corporate environment which may include internships or exposure to the asset management business preferred.
Advanced computer skills including proficiency with Microsoft Word, Excel, PowerPoint, and Bloomberg preferred.
Demonstrated desire to pursue a career as an investment professional which may be evidenced by prior work experience, investment clubs, etc.
Excellent analytical, verbal, and written communication, and decision-making skills required.
A strong work ethic, self- starter and a strong passion for the TMT space is a must.
Major Duties:
80% Time Allocation
Under the guidance of a Senior Portfolio Manager, who is also responsible for Technology, Media and Telecommunications (TMT), the analyst will interview management of companies, meet with Wall Street Analysts, initiate, perform, and maintain in-depth research and analysis of global TMT stocks 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, ESG (Environmental, Social, and Governance) characteristics, 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.
With the Portfolio Manager’s oversight, the analyst will 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.
20% Time Allocation
Assist the Portfolio Manager and Team in miscellaneous and ad hoc projects. These could include, but not limited to, assist in analyzing investment portfolios versus benchmarks, reviewing front-end screens for potential investment ideas, summarizing meeting notes with companies, analysts, and earnings calls, and assist in preparing marketing presentations and security investment one pagers.
With the Portfolio Manager’s oversight, assist in maintaining the ESG and Good Governance template for security holdings that are held in Article 8 mutual funds, which are funds that promote environmental, social, and good governance objectives.
The annual base salary range for this position is $80,000 to $95,000. In determining salary multiple factors will be taken into consideration such as primary work location, experience, education and skill set.
EOE – Including Disability / Vets
Federated Hermes is committed to providing equal employment opportunities to qualified individuals without regard to the following criteria: race, color, national origin, religion, sex (including 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 applicable local, state or federal law applicable to Federated Hermes.
We are interested in qualified candidates who are eligible to work in the United States. However, we are not able to sponsor visas.
For additional information:
About this opportunity please visit: https://careers.federatedhermes.com/psp/EXT/EMPLOYEE/HRMS/c/HRS_HRAM.HRS_APP_SCHJOB.GBL?Page=HRS_APP_JBPST&Action=U&FOCUS=Applicant&SiteId=11&JobOpeningId=9127&PostingSeq=1
Seniority level
Entry level
Employment type
Full-time
Job function
Finance, Research, and Analyst
Industries
Financial Services
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