Associate, Alternative Fund Research

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

Job summary

A financial services firm in Birmingham is seeking an Associate for Alternative Fund Research. The role involves conducting operational due diligence on hedge funds and private market funds, drafting reports, and presenting findings. Successful candidates will have a strong understanding of the Asset Management sector, be analytical, and possess excellent organizational skills. This position offers a hybrid working pattern and values diversity in the workplace.

Qualifications

• Deep working knowledge of the Asset Management sector and related financial instruments.
• Experience in auditing or performing operational due diligence of Asset Managers.
• Ability to manage conflicting priorities and control multiple projects.

Responsibilities

• Conduct operational due diligence of external investment/fund managers.
• Document due diligence meetings and present findings.
• Conduct research into regulatory and tax issues.

Skills

Operational due diligence

Analytical skills

Financial report writing

Organizational skills

Stakeholder management

Job description

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.

In this role you will:

• 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.

To be successful in this role you should meet the following requirements:

• 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.

If you have a need that requires accommodations or changes during the recruitment process, please get in touch with our Recruitment Helpdesk:

Telephone: [phone]

Seniority level

Associate

Employment type

Full-time

Job function

Finance