Associate, Private Equity Portfolio And Asset Monitoring

HSBC; Greater London; Hybrid; GBP 100,000 - 125,000; Full time

Job summary

A global financial services institution is seeking an Associate for their Private Markets Portfolio & Asset Monitoring team in London. This role involves ongoing monitoring of investments, maintaining data integrity for client reporting, and supporting digital transformation efforts. Candidates must have a deep understanding of asset management, analytical skills, and be able to communicate effectively. The position offers a hybrid working model with inclusive workplace commitments.

Qualifications

• Deep understanding of Asset Management - Private Markets / Private Equities investment structures.
• Strong commercial awareness from work as an analyst.
• Ability to produce digestible reports and presentations.

Responsibilities

• Conduct portfolio monitoring activities including cash flow and liquidity monitoring.
• Maintain and update key investment databases.
• Prepare responses to client requests and assist with client reporting.

Skills

Quantitative analysis skills

Qualitative analysis skills

Communication capability

Stakeholder management skills

Time management

Planning and organizational skills

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 alternative 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, Private Markets Portfolio & Asset Monitoring.

The Portfolio Monitoring team provide ongoing monitoring of private equity, private credit and infrastructure investments and helping to ensure the integrity and completeness of portfolio data used for portfolio monitoring and client reporting.

In this role you will:

• Conduct various portfolio monitoring activities which include the ongoing Cashflow and Liquidity monitoring of existing investment portfolio.
• Maintain and update key investment database, ensuring integrity and completeness of data used for portfolio monitoring and client reporting.
• Prepare responses to inbound client requests and assist with client reporting.
• Support the team in the digitalization of the portfolio management capabilities.
• Participate in the team day-to-day activities of running a best-in-class global Alternative investment program.

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

• Deep and thorough understanding of Asset Management - Private Markets / Private Equities investment structures and how the associated cash flow / liquidity monitoring is undertaken is essential.
• Have a strong commercial awareness gained from working as an analyst using well-developed quantitative and qualitative analysis skills and to working with complex financial / big data sets is essential.
• Can evidence a high level of communication capability and be able to work with various forms of information to produce easily digestible reports and presentations is essential.
• Possess excellent stakeholder management skills, coupled with a professional confidence that engender the view of a ‘Trusted Partner’ across internal and external audiences is essential.
• Demonstrate really good time management, planning and organisational skills with the ability to manage multiple tasks often with conflicting priorities is essential.

This role is based at HSBC Office in London 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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