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Investment Analyst - High Yield
Career Insights for Investment / Portfolio Analyst
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Scorecard
Based on Pennsylvania data
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What they do
An Investment or Portfolio Analyst advises individuals and companies about investments. Typically works with a collection of investments called a portfolio, though can also advise clients about individual investments. Studies trends that impact investments and writes reports regarding economic and business changes and activities that affect the value of investments. Can also be involved in the selling of investments, such as stocks. Works mainly in investment firms, though can also be employed in lending institutions, corporate finance departments, banks or insurance companies.
$96,286 / year median in Pennsylvania
-1% projected decline
Job Description
MAJOR DUTIES
Enthusiastically initiate, perform and maintain high-level fundamental analysis on issuers to assess suitability of credits for inclusion in the portfolios. The investment analysis will include financial statement 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 diligently communicating value-added buy, sell and hold recommendations on individual credits and other relevant information to the portfolio managers Independently and diligently seek 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 participates in all research meetingsPOSITION SPECIFICATIONS
Bachelor's degree in business related field with accounting courses required; MBA and/or CFA highly preferred 3 to 5 years of investment analysis experience required. Exposure to High Yield credit, leveraged loans and/or equities Demonstrated understanding of financial modeling, valuation and financial statements analysis required Willingness to collaborate with colleagues on evaluating issuer's sustainability objectives Excellent research knowledge, analysis and decision-making skills required Excellent written and oral communication skills Advanced computer skills including proficiency with Excel and Bloomberg required For consideration, please visit our company website and reference job #9764 For additional information, please visit FederatedHermes.com Federated Hermes, Inc. offers a competitive salary and benefits package along with a professional environment. Only those candidates in whom we have an interest will be contacted. We are interested in qualified candidates who are eligible to work in the United States. However, we are not able to sponsor visas. EOE - Including Disability / Vets Federated Hermes is committed to providing equal employment opportunities in all aspects of employment to qualified individuals without regard to the following criteria: race, color, national origin, religion, sex, 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 local, state or federal law applicable to Federated Hermes. As part of the firm's equal employment opportunity statement, Federated Hermes will also comply with applicable government contractor obligations, including ensuring veterans and qualified people with disabilities are considered for employment and promotional opportunities consistent with current federal, state and local laws and regulations. Federated Hermes will also make reasonable accommodations for the religious practices of beliefs of applicants and employees, as well as for mental health or physical disability needs.Benefits
- Dental Insurance