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Associate Investment Analyst

Job in Pittsburgh, Allegheny County, Pennsylvania, 15201, USA
Listing for: Federated Hermes, Inc.
Full Time position
Listed on 2026-06-02
Job specializations:
  • Finance & Banking
    Financial Analyst
Job Description & How to Apply Below
POSITION SPECIFICATIONS:

* Bachelor's degree in business related field with accounting and finance courses required; MBA or CFA designation or significant progress toward is a plus

* Professional work experience in the financial services industry preferred

* Prior internship or work experience in an investment-related field and/or active participation in investment clubs and investment competitions a plus

* Demonstrated understanding of financial modeling, valuation and financial statements analysis required

* Willingness to collaborate with colleagues

* Excellent written and oral communication skills

* Advanced computer skills including proficiency with Microsoft Word and Excel, Bloomberg required

* Demonstrated record of exceptional ability to learn, accept challenges and take feedback

MAJOR DUTIES:

* Enthusiastically perform and maintain fundamental analysis on issuers to assess suitability of credits for inclusion in the portfolios. The investment analysis will include financial statement analysis, cash flow analysis, financial modeling, competitor analysis as well as assessment of industry, regulatory and macroeconomic trends

* Vigorously utilize fundamental analysis to formulate investment ideas and clearly articulate it to the portfolio managers, on a timely basis. This includes generating and communicating value-added buy, sell and hold recommendations on individual credits and other relevant information to the portfolio managers

* Perform research and remain apprised of company and industry trends. Sources include, but are not limited to, industry publications, public documents, annual reports, trade journals, interviews with management teams, and reviewing financial statements and earnings transcripts.

* Maintain accurate and timely documentation of all research performed

* Proactively participate in all research meetings

HOURS/

LOCATION:

* 8:30 a.m.

- 5:00 p.m. (Overtime as required)

* Pittsburgh, PA - hybrid work arrangements (in-office / remote)

EXPLANATORY COMMENTS:

* Demonstrated ability to multitask

* Occasional travel may be required
Position Requirements
10+ Years work experience
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