Fund Finance & Portfolio Management Associate

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

Job summary

A leading financial institution in London seeks a Portfolio Management Associate to manage a complex portfolio within Strategic Funds Solutions. This role entails high levels of client interaction, ensuring compliance, and delivering excellent service while working in a hybrid model. Ideal candidates will possess strong Fund Finance experience and proficiency in Excel. Opportunities for career growth are available, making this position attractive for aspiring finance professionals.

Qualifications

• Solid Fund Finance experience required.
• Proficiency in Excel is a must.
• General understanding of the VC/PE industry preferred.

Responsibilities

• Manage a complex portfolio of clients.
• Lead discussions on facility compliance.
• Deliver excellent client service in facility management.
• Perform detailed analysis on client portfolios.
• Review clients' financial reports for compliance.

Skills

Fund Finance experience

Proficient in Excel

Organization skills

Ability to work independently

Communication skills

Job description

A leading financial institution in London seeks a Portfolio Management Associate to manage a complex portfolio within Strategic Funds Solutions. This role entails high levels of client interaction, ensuring compliance, and delivering excellent service while working in a hybrid model. Ideal candidates will possess strong Fund Finance experience and proficiency in Excel. Opportunities for career growth are available, making this position attractive for aspiring finance professionals.