Investor Relations Specialist

HSBC Group; Greater London; On-site; GBP 40,000 - 52,000; Full time

Benefits offered by this job

Private healthcare for UK-based staff

Enhanced maternity and adoption pay

Contributory pension scheme

Job summary

HSBC Asset Management is seeking an Investor Relations Specialist in the UK to support post-sales investor servicing across various alternative investment strategies. You will prepare materials, coordinate information, and follow up on requests to ensure clear timely and accurate communications.

This is a support role with guidance from experienced colleagues, focusing on reporting client servicing and day-to-day organization.

Qualifications

• Experience supporting investor communications and reporting.
• Strong data accuracy and record-keeping discipline.
• Proficiency with Microsoft Excel PowerPoint and Word.
• Ability to draft clear client materials and summaries.

Responsibilities

• Support responses to investor queries by gathering information and drafting replies.
• Prepare investor reports and updates on fund activity cash flows and performance.
• Compile materials for client meetings portfolio reviews and due diligence.
• Produce competitor research and contribute to product educational materials.
• Maintain reporting calendars request trackers and records of approvals.
• Check data accuracy and apply controls to protect confidential information.
• Escalate issues and contribute ideas to improve processes.

Job description

• Support responses to investor queries by gathering information drafting replies for review and tracking open items


• Prepare and check investor reports and updates on fund activity cash flows and performance


• Compile materials for client meetings portfolio reviews and due diligence and follow up on agreed actions


• Produce competitor research and contribute to product educational and thought-leadership materials subject to review and approval


• Maintain reporting calendars request trackers and clear records of source information reviews and approvals


• Check data accuracy and apply established controls to protect confidential information


• Escalate issues where needed and contribute ideas to improve routine processes


• Partner with colleagues across teams to coordinate information and meet servicing deadlines
  Demonstrate interest in alternative investments and investor servicing including willingness to build knowledge of fund structures performance measures and reporting requirements


• Apply strong attention to detail when working with data and written materials


• Use Microsoft Excel PowerPoint and Word effectively and work comfortably with AI tools


• Draft clear concise and accurate client materials with strong written and verbal communication


• Manage tasks across multiple requests by prioritising meeting deadlines and following up with stakeholders


• Work collaboratively while taking responsibility for assigned tasks and seeking guidance when appropriate


• Handle confidential information carefully and follow controls and record-keeping expectations
  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 an exciting new direction, we offer opportunities, support and rewards that will take you further.

We're one of the largest banking and financial services organisations in the world, with a network that covers more than 50 countries and territories. We aim to be where the growth is, enabling businesses to thrive and economies to prosper, and, ultimately, helping people fulfil their hopes and realise their ambitions. We're currently seeking an experienced professional to join our team in the role of Investor Relations Specialist. Join HSBC Asset Management's Alternatives Investor Relations team in a role focused on post-sales investor support across a range of alternative investment strategies. You'll help keep investor communications clear timely and accurate by preparing materials coordinating information and following up on requests. This is a support role with guidance and review from experienced colleagues rather than primary responsibility for investor relationships or fundraising. The work spans reporting client servicing and the day-to-day organisation that keeps investor servicing running smoothly. Success means requests are tracked through to completion materials are well prepared and data is checked and controlled. You'll also help strengthen routines and controls while protecting confidential information.

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, socio-economic background 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.

As an HSBC employee in the UK, you'll have access to tailored professional development opportunities and a competitive pay and benefits package.

• private healthcare for all UK-based employees


• enhanced maternity and adoption pay and support when you return to work


• contributory pension scheme with a generous employer contribution