At a Glance
- Tasks: Research and manage investment strategies in global small and mid-cap equities.
- Company: Join a leading firm in responsible investment management with a global presence.
- Benefits: Competitive salary, flexible working options, and opportunities for professional growth.
- Other info: Diverse and inclusive workplace committed to equal opportunities.
- Why this job: Make a real impact on sustainable investments while developing your financial expertise.
- Qualifications: Strong academic background, CFA preferred, and experience in equity valuation.
The predicted salary is between 50000 - 70000 ÂŁ per year.
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.
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.
- Production of detailed investment appraisal and valuation models (DCF or otherwise); 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.
- Ad-hoc analysis in relation to investment themes, economics and strategy, portfolio exposures and risk on behalf of team.
- Build relationships where relevant with other investment teams (including US-based teams) and with Federated Hermes Equity Ownership Services (EOS) professionals (on ESG issues).
Excellent academic qualifications, honour’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. 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. 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. 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 do not need to share details of your disability or long-term condition.
Senior Investment Management Specialist employer: Federated Hermes Limited
Contact Detail:
Federated Hermes Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Investment Management Specialist
✨Tip Number 1
Network like a pro! Reach out to your connections in the investment management field, especially those who work at Federated Hermes or similar firms. A friendly chat can lead to insider info about job openings and even referrals.
✨Tip Number 2
Prepare for interviews by brushing up on your financial analysis skills and understanding of ESG issues. Be ready to discuss how you can contribute to the team’s investment philosophy and processes. Practice articulating your investment ideas clearly and concisely.
✨Tip Number 3
Showcase your Excel modelling skills! Create a few sample valuation models that demonstrate your analytical prowess. Bring these along to interviews to impress the hiring managers with your hands-on expertise.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you’re genuinely interested in joining the team at Federated Hermes.
We think you need these skills to ace Senior Investment Management Specialist
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Senior Investment Management Specialist role. Highlight relevant experience, especially in investment analysis and portfolio management, and don’t forget to showcase your understanding of ESG issues!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about sustainable investing and how your skills align with our investment philosophy. Keep it concise and engaging!
Showcase Your Analytical Skills: Since this role involves detailed investment appraisal and valuation models, be sure to mention any relevant experience with DCF or other valuation methods. We want to see your analytical prowess in action!
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It’s the best way for us to receive your application and ensure it gets the attention it deserves!
How to prepare for a job interview at Federated Hermes Limited
✨Know Your Investment Strategies
Before the interview, dive deep into Federated Hermes' investment strategies, especially around Global Small and Mid Cap equities. Familiarise yourself with their approach to sustainable investing and be ready to discuss how your experience aligns with their goals.
✨Master Financial Modelling
Brush up on your Excel skills, particularly in building valuation models like DCF. Be prepared to showcase your ability to analyse financial data and present it clearly, as this will be crucial in demonstrating your analytical capabilities during the interview.
✨Engage with ESG Topics
Since the role involves engaging with management on environmental and social issues, come equipped with insights on current ESG trends. Think about how you can contribute to improving companies’ characteristics in these areas and be ready to share your thoughts.
✨Practice Your Communication Skills
As you'll need to build and communicate investment cases, practice articulating your ideas concisely. Consider mock interviews where you explain complex investment concepts in simple terms, ensuring you can engage credibly with both management and clients.