Hedge Fund Research Associate: Due Diligence & Strategy

HSBC Holdings plc; Royal Borough of Greenwich; On-site; GBP 70,000 - 120,000; Full time

Benefits offered by this job

Private health care for UK employees

Enhanced maternity and adoption pay

Contributory pension scheme with a big

Disability Confident Leader

Job summary

HSBC Holdings plc in London seeks an Associate for Hedge Fund Research to drive investment due diligence and manager evaluation for third-party funds. You will assess strategies, risk controls, and portfolio construction, influencing Investment Committee decisions and broader strategy insights.

You will collaborate with Global Private Banking and client-facing teams, travel as needed, and deliver evidence-based recommendations supported by rigorous research.

Qualifications

• Experience in hedge fund research or manager selection across third-party managers.

Responsibilities

• Conduct initial and ongoing due diligence on hedge fund managers including philosophy, process, organisation, team and alignment of interests
• Evaluate portfolio construction, liquidity, leverage, capacity, concentration and risk-management frameworks
• Assess performance using risk-adjusted returns, drawdowns, factor exposures, attribution and peer-relative results
• Run manager meetings, on-site visits, reference calls and due diligence interviews to validate investment propositions
• Monitor existing investments for changes in personnel, ownership, process, positioning and risk and escape concerns promptly
• Produce due diligence reports, periodic review papers, monitoring notes, Investment Committee materials and client-facing commentary
• Present clear, evidence-based recommendations to the Investment Committee and senior stakeholders
• Contribute to top-down strategy research and portfolio assessments across allocation, diversification, liquidity and aggregate risk

Skills

Hedge fund research

Manager selection

Investment processes

Risk management

Financial modelling

Excel

PowerPoint

Written and verbal communication

Tools

Excel

PowerPoint

Word

Job description

HSBC Holdings plc in London seeks an Associate for Hedge Fund Research to drive investment due diligence and manager evaluation for third-party funds. You will assess strategies, risk controls, and portfolio construction, influencing Investment Committee decisions and broader strategy insights.

You will collaborate with Global Private Banking and client-facing teams, travel as needed, and deliver evidence-based recommendations supported by rigorous research.