Associate, Private Equity Portfolio And Asset Monitoring

HSBC Group; Greater London; Hybrid; GBP 50,000 - 70,000; Full time

Job summary

A leading financial institution in London seeks an Associate for the Private Markets Portfolio & Asset Monitoring team. This role requires expertise in asset management, specifically related to private markets, strong analytical and communication skills, and the ability to manage multiple tasks effectively. The successful candidate will be involved in cashflow monitoring, client reporting, and the digitalization of portfolio management, offering flexibility through a hybrid work arrangement.

Qualifications

• Deep understanding of private markets investment structures.
• Strong analytical skills to work with financial data.
• High level of communication capability for reporting.

Responsibilities

• Conduct cashflow and liquidity monitoring of investments.
• Maintain investment database integrity and completeness.
• Prepare client reporting and respond to requests.
• Support digitalization of portfolio management capabilities.
• Participate in day-to-day team activities.

Skills

Asset Management knowledge

Quantitative analysis

Communication skills

Stakeholder management

Time management

Job description

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.

Responsibilities

• 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.

Qualifications

• 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 managing multiple tasks often with conflicting priorities is essential.

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

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