Associate, Alternative Fund Research

HSBC Global Services Limited; Birmingham; Hybrid; GBP 40,000 - 60,000; Full time

Job summary

A leading global financial services provider based in Birmingham is seeking an Associate for their Alternative Fund Research team. The role involves conducting operational due diligence on hedge funds and private market funds, documenting findings, and presenting to stakeholders. Ideal candidates will have a Chartered Accountant qualification and strong analytical skills. This position features a hybrid working pattern, promoting a diverse and inclusive environment. Join to contribute to impactful investment strategies.

Qualifications

• Chartered Accountant qualification is essential.
• Deep working knowledge of the Asset Management sector.
• Experience conducting research and compiling financial reports.

Responsibilities

• Conduct operational due diligence of fund managers.
• Document due diligence meetings and present findings.
• Perform regulatory research and reviews.

Skills

Operational due diligence

Analytical skills

Financial report writing

Client stakeholder management

Education

Chartered Accountant qualification

Job description

Some careers shine brighter than others.

If you’re looking for a career that will help you stand out, join HSBC and fulfil your potential. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further.

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.

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.

Responsibilities

• Conduct operational due diligence of external investment / fund managers as part of the HSBC’s investment process.
• 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.

Qualifications

• A Chartered Accountant qualification is essential.
• Possess a deep working knowledge of the Asset Management sector and its related financial instruments, including auditing or performing operational due diligence (ODD) of Asset Managers, Investment Managers or other wealth fund managers is essential.
• Be highly analytical and experienced in conducting research and compiling and writing financial reports is essential.
• Excellent organisation and planning skills with the ability to manage conflicting priorities, control multiple projects simultaneously and meet deadlines is essential.
• Have a confident approach to working with senior client stakeholders at all levels.

This role is based at HSBC Office in Birmingham and has a hybrid working pattern.

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 - no matter their gender, ethnicity, disability, religion, sexual orientation, or age. We are committed to removing barriers and ensuring careers at HSBC are inclusive and accessible for everyone to be at their best. We take pride in being a Disability Confident Leader and will offer an interview to people with disabilities, long term conditions or neurodivergent candidates who meet the minimum criteria for the role.

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