Associate, Private Markets Portfolio and Asset Monitoring

HSBC; Birmingham; Hybrid; GBP 35,000 - 45,000; Full time

Job summary

A leading global bank is looking for an Associate in Private Markets Portfolio & Asset Monitoring based in Birmingham. The successful candidate will utilize advanced Excel, SQL, and Python skills to manage large datasets, monitor private equity and credit investments, and support reporting tasks. Strong analytical, communication, and stakeholder management skills are essential. The position offers a hybrid working structure, promoting diversity and inclusion within its workforce.

Qualifications

• Understanding of Asset Management specifically in Private Markets.
• Ability to manage and analyze large datasets effectively.
• High level of communication skills for reporting.

Responsibilities

• Utilize Excel, SQL, and Python to manipulate and validate datasets.
• Monitor and report on private markets contributions.
• Assist in designing new data projects.

Skills

Excel

SQL

Python

Quantitative analysis

Communication

Stakeholder management

Time management

Job description

Associate, Private Markets Portfolio & Asset Monitoring

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 an AUM of $58 billion.

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

In this role you will:

• Utilise advanced Excel, SQL, and Python skills to manipulate and validate large datasets related to private markets (Indirect Investments - Private Equity, Private Credit, Infra, Real estate)
• Monitor and report on private markets and fund of funds, contributing to continuous data improvement.
• Support quarterly responsibilities and collaborate with data providers.
• Assist in the design and implementation of new data projects and vendor solutions.
• Ad-hoc stakeholder requests (including investment ream and Operational Due Diligence – ODD).

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

• Good understanding of Asset Management – Private Markets / Private Equities investment structures and Fund to Funds is essential.
• Be a high performing analyst that can demonstrate using well-developed quantitative skills to manage and analyse large datasets, transforming them into actionable insights through dashboards and automated processes 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.

Location & Working Pattern

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:

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