Administration, Systems and Process Management

• Maintain investor records, Salesforce updates, client portal information, filing structures and recurring administrative trackers.
• Support KYC / AML coordination, document management and governance processes.
• Maintain response libraries, question banks and process documentation.

Performance & Analytics Support

• Support the Performance & Analytics team with collation of fund performance information and supporting schedules used in investor reporting.
• Assist with preparation of quantitative reporting inputs and track record schedules where required.
• 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.

Data Projects

• Assist with testing, implementation and onboarding of relevant platforms.
• Support data quality improvement and process documentation activities.
• Provide administrative and analytical support for selected technology and automation initiatives.

Minimum Experience 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 written communication skills.
• High attention to detail and commitment to accuracy.
• Organised and able to manage multiple competing deadlines.
• Collaborative and willing to work across IR and P&A teams where required.
• Proactive and willing to learn new systems, processes and subject matter.
• Client-service oriented with a professional approach to investor communications.
• Professional qualification (obtained or working towards) beneficial.

Candidate Profile

• Proactive, organised and confident coordinating stakeholders across multiple functions, with the ability to maintain momentum and delivery standards within complex review and approval processes.
• Strong judgement on investor communications.
• Able to balance production, review and process improvement.
• Willing to take a visible role in client meetings, technology initiatives and junior development.

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 Jessica.sheehan@federatedhermes.com or +44 207 702 0888. 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 Jessica.sheehan@federatedhermes.com or +44 207 702 0888 to discuss the support you need.