Associate, Alternative Fund Research

HSBC Group; Birmingham; Hybrid; GBP 60,000 - 80,000; Full time

Job summary

A leading banking organization in Birmingham is seeking an Associate for Alternative Fund Research. The role involves conducting operational due diligence of external investment managers and presenting findings to various stakeholders. Ideal candidates will hold a Chartered Accountant qualification and have a deep understanding of the Asset Management sector. The position offers a hybrid working model with opportunities for growth within the organization.

Qualifications

• Chartered Accountant qualification is essential.
• Deep working knowledge of Asset Management and financial instruments.
• Highly analytical and experienced in compiling financial reports.
• Excellent organization and planning skills.
• Confident in working with senior stakeholders.

Responsibilities

• Conduct operational due diligence of external investment/fund managers.
• Document meetings and present findings to stakeholders.
• Perform regulatory research and review investment managers.
• Conduct market research regarding regulatory and tax issues.
• Maintain knowledge of developments in hedge fund and private markets.

Skills

Chartered Accountant qualification

Deep working knowledge of Asset Management sector

Analytical skills

Research and financial reporting

Excellent organisation and planning

Confident stakeholder management

Job description

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 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:

• 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.

Diversity and Inclusion

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.

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.

About HSBC Alternatives

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