Investor Relations, Data Analyst

Federated Hermes Limited; Greater London; On-site; GBP 45,000 - 70,000; Full time

Job summary

Federated Hermes Limited in London is seeking a Data Analyst to strengthen Private Equity data governance, reporting and technology initiatives. The role focuses on creating ownership, definitions and a single source of truth for investment, portfolio, fund and platform data across IR and analytics teams.

You will help automate reporting, validate data, and support investor communications with scalable dashboards and AI-enabled tools while collaborating across functions to improve efficiency and

Qualifications

• Educated to degree level (2:1).
• Minimum two years experience within private equity or data-intensive environments.
• Strong Excel and PowerPoint skills.
• Experience with complex datasets and reporting processes.
• Interest in data management, technology, reporting architecture or process improvement.
• Professional qualification (or CFA/CAIA/ACA/CIMA) beneficial.

Responsibilities

• Data Governance, Data Management and Data Projects: inventories, dictionaries, ownership frameworks and documentation.
• Establish governance, controls and quality assurance for datasets across Investor Relations and Performance & Analytics.
• Coordinate data validation, reconciliation and reporting frameworks.
• Automation and Technology: automate data gathering, validation and reporting; support scalable dashboards and AI-enabled reporting.
• Investor Relations Support: assist with quarterly reporting and investor data requests.
• Performance & Analytics support: collate fund performance data and support ad hoc requests.
• Administration and Controls: maintain process docs, filing structures and knowledge resources.

Skills

Excel

PowerPoint

Data visualization

Automation

AI concepts

Data governance

Education

2:1 degree

Professional qualification beneficial

Tools

Power BI

Job description

Job title – Investor Relations, Data Analyst

Location – London

About Federated Hermes;

Federated Hermes, Inc. is a global leader in active, responsible investment management, with $911.6 AUM in assets under management, as of June, 30th 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. For more information, visit FederatedHermes.com

Main Function of the role:

We are looking to recruit a Data Analyst to support Private Equity data management, reporting and technology initiatives. The primary focus of the role will be to establish greater structure, governance and consistency across the Private Equity data landscape. The role will take ownership of initiatives designed to improve the collection, storage, maintenance, quality, accessibility and reporting of investment, portfolio, fund and platform-level data used across fundraising, investor reporting, analytics and business management processes.

Working closely with IR, Performance & Analytics, Deal Teams, Portfolio Strategy & Solutions and other stakeholders, the role will support the development of a more scalable and controlled data environment, helping establish clear ownership, consistent definitions, robust documentation and a "single source of truth" approach across key datasets.

The role will also play an important part in evaluating and implementing AI-enabled solutions, automation opportunities and reporting technologies to improve efficiency, reduce manual effort and enhance data quality across the Private Equity platform. In addition to data-focused responsibilities, the role will provide ongoing support to both Investor Relations and Performance & Analytics workstreams, helping ensure flexibility and stronger alignment across the functions.

Key task and responsibilities:

Data Governance, Data Management and Data Projects

• Develop and maintain data inventories, data dictionaries, ownership frameworks and process documentation.
• Establish governance, controls and quality assurance processes for key datasets used across Investor Relations and Performance & Analytics.
• Improve consistency, accessibility and usability of investment-level, fund-level, portfolio-level and platform-level data.
• Work with stakeholders to create and maintain standardised data collection processes and reporting frameworks.
• Coordinate periodic data validation, reconciliation and quality-control exercises.

Technology and Automation

• Evaluate opportunities to automate manual data gathering, validation and reporting activities.
• Support development of scalable reporting infrastructure, dashboards and analytical tools.
• Support implementation, testing and adoption of AI-enabled reporting, analytics and workflow solutions.
• Collaborate with technology and business teams on future-state data architecture initiatives.

Investor Relations Support

• Assist with quarterly investor reporting and recurring investor communication processes.
• Support responses to investor requests requiring fund, portfolio, performance or platform-level data.
• Prepare and maintain supporting datasets used in investor presentations, AGM materials, due diligence processes and fundraising campaigns.
• Maintain high standards of accuracy and consistency across investor-facing content.

Performance & Analytics support

• Support the Performance & Analytics team with collation of fund performance information and supporting schedules used in investor reporting.
• Support ad hoc investor requests requiring performance, fund or portfolio-level data.
• Assist with data gathering, reconciliation and validation activities supporting client reporting and fundraising materials.
• Help maintain consistency of methodologies, calculations and reporting outputs across fund and portfolio reporting.

Administration, Documentation and Controls

• Maintain process documentation, reporting procedures and governance records.
• Support document management, filing structures and workflow controls.
• Assist with maintenance of reporting systems where required.
• Maintain response libraries, reporting templates and knowledge-management resources.

Minimum Experienced Required:

• Educated to degree level (or equivalent) min: 2:1 obtained.
• Minimum two years experience within private equity or wider private markets, investor relations, investment management, fund administration, investor reporting, analytics or a similar data-intensive environment preferred
• Strong Excel and PowerPoint skills.
• Experience working with complex datasets and reporting processes.
• Demonstrated interest in data management, technology, reporting architecture or process improvement.
• Experience using data visualisation, automation or business intelligence tools beneficial.
• Exposure to AI, workflow automation or data-governance initiatives advantageous.
• Professional qualification (or progress towards CFA, CAIA, ACA, CIMA or similar) beneficial.

Candidate Profile:

• Highly analytical, organised and detail-oriented.
• Strong data discipline and commitment to accuracy.
• Interested in data strategy, technology, automation and AI applications.
• Collaborative and able to work effectively across teams.
• Able to balance project-based work with recurring reporting deadlines.
• Comfortable operating in an evolving environment with multiple priorities and stakeholders.

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. Please raise these with your Recruitment contact to discuss what type of arrangements can work for you and the role for which you are applying.

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 will need to let us know if you would like to opt in to this scheme by contacting Jessica Sheehan at [e-mail] or [phone]. You do not need to share details of your disability or long-term condition.

If you would benefit from alternative methods of applying or for workplace adjustments during the recruitment process, please also let us know by contacting Jessica Sheehan at [e-mail] or [phone] to discuss the support you need.