Performance Analyst/Associate

Federated Hermes Limited; Greater London; On-site; GBP 40,000 - 70,000; Full time

Job summary

An established industry player is seeking a Performance Analyst to join their dynamic team in London. This role focuses on delivering insightful performance analytics across various asset classes, collaborating closely with investment teams to meet their information needs. The ideal candidate will possess a strong mathematical and analytical background, showcasing excellent Excel and communication skills. This position offers a unique opportunity to contribute to high-level financial reporting and analysis within a forward-thinking organization committed to diversity and inclusion. If you're ready to make an impact in the financial services sector, this could be the perfect fit for you.

Qualifications

• Strong mathematical and analytical background required.
• Excellent spreadsheet knowledge and computer-based skills.

Responsibilities

• Provide performance analytics and reports for all asset classes.
• Assist in producing performance analytics for internal and external reports.

Skills

Mathematical skills

Analytical skills

Excel skills

Communication skills

Time management

Education

A Level Maths

Tools

MS Office

Job description

Job title – Performance Analyst

Location – London

About Federated Hermes;

Federated Hermes, Inc. is a global leader in active, responsible investment management, with $839.8 billion in assets under management, as of March 31st, 2025. 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:

The goal of the Performance Analysis team is to deliver a value-added service through a combination of in-depth knowledge of each asset class and each portfolio Managers’ investment process & style.

Key task and responsibilities:

• Provide regular performance analytics as well as any ad-hoc queries for all asset classes. Includes performance signoffs, reports, statistics, stock/holdings analysis etc.
• Work closely with the investment floor, Business Development and other support functions to ensure all their information needs are satisfied and assist in any new business of products and instruments.
• Assist in the production of performance analytics for inclusion in Federated Hermes internal/external board reports and annual financial statements.
• Ad-hoc analysis when required.
• Assist Associate Director and Head of Performance on all performance related queries and tasks.
• Provide peer group reporting at fund and strategy level to the business.
• Assist in various projects relating to the department.

Minimum knowledge & experience required:

• Minimum 'B' Maths A Level or equivalent
• Strong skills with computer-based systems including excellent spreadsheet knowledge.

Candidate Profile:

• A strong mathematical and analytical background
• Confident collaborative
• Team player with a positive can-do attitude
• Work accurately under pressure
• Good time management skills and ability to prioritise
• Good communication skills
• Excel skills and MS Office

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.