Associate, Fund Manager Research

HSBC Group

Associate, Fund Manager Research

Salary Not Specified

HSBC Group, City of Westminster

  • Full time
  • Permanent
  • Onsite working

Posted today, 1 Oct | Get your application in now to be one of the first to apply.

Closing date: Closing date not specified

job Ref: 317621ebe6514a1ea56ff9aafe224eac

Full Job Description

We are currently seeking a professional to join our team as an Associate, Alternative Fund Research. The role holder will have responsibility for performing operational due diligence reviews for investments into hedge funds and other private market funds (private equity, private debt, etc.). Such responsibilities will include conducting due diligence reviews, drafting assessment reports of managers, and making presentations to various committees and stakeholders. In this role you will:

  • Conduct operational due diligence of external investment / fund managers as part of the HSBC's investment process. These meetings take place in a face to face and online settings and cover all areas of the client operations to assess the strength of the organization and its ability to mitigate operational risk.
  • Document due diligence meetings and present findings to the various committees and stakeholders.
  • Perform regulatory research and reviews of investment & wealth managers and analyse underlying manager financial statements.
  • Conduct research into domestic and international markets to assess regulatory and tax issues involving trading or establishing a local presence in those markets.
  • Maintain understanding of ongoing developments in the hedge fund and private markets industry, including ESG, regulations, structuring, trends, valuations, etc.
  • Support senior colleagues and where required take an active part in client meetings including presentations etc.

    To be successful in this role you should meet the following requirements:
  • A Chartered Accountant qualification or Chartered Financial Analyst qualification is essential for this role.
  • Strong working knowledge related to Global Markets or Asset Management space and their financial instruments. Specific involvement with hedge funds, private equity funds would be desirable.
  • Demonstrable experience of auditing or performing due diligence of Asset Managers, Investment Managers or other wealth fund managers
  • Be highly analytical and experienced in conducting research and compiling and writing financial reports and other documents that can be used to inform senior leaders in investment decision making.
  • Excellent organisation and planning skills with the ability to manage conflicting priorities and control multiple projects simultaneously.
  • This role is based in HSBC office at 8 Canada Square London you should be able to travel to London on a weekly basis. The role will involve regular travel for client meetings and other role related reasons.

    Some careers shine brighter than others. If you're looking to take an exciting new direction with your HSBC career, an internal move can open the door to many opportunities, allowing you to take on a new challenge, and develop your skills. Bring your knowledge of our brand to a new role and grow yourself further. HSBC Asset Management (AM), the investment management business of the HSBC Group, serves HSBC's worldwide customer base of retail and private clients, intermediaries, corporates and institutions invested in both segregated accounts and pooled funds. HSBC Asset Management fulfils its purpose of connecting HSBC's clients with investment opportunities around the world through an international network of offices in approximately 30 countries, delivering global capabilities with local market insight. HSBC Alternatives is the alternative investment arm of HSBC Asset Management, investing globally in a wide spectrum of alternatives asset classes which include private market funds, hedge funds, real estate, infrastructure, private debt and venture capital, and has AUM of $58 billion., Being open to different points of view is important for our business and the communities we serve. At HSBC, we're dedicated to creating diverse and inclusive workplaces. Our recruitment processes are accessible to everyone - no matter their gender, ethnicity, disability, religion, sexual orientation, or age.

    We take pride in being part of the Disability Confident Scheme. This helps make sure you can be interviewed fairly if you have a disability, long term health condition, or are neurodiverse.