Private Equity Portfolio and Asset Monitoring London, England
Job description
Role Title: Private Equity Portfolio and Asset Monitoring
Business: Retail Banking and Wealth Management
New or Existing Role: Existing
Grade: GCB 4
Some careers have more impact than others.
If you’re looking for a career where you can make a real impression, join HSBC and discover how valued you’ll be.
Retail Banking and Wealth Management serves more than 50 million customers worldwide with a complete range of banking and wealth management services to enable them to manage their finances and protect and build their financial futures. It is a global business that brings together management responsibility for Retail Banking, Wealth Management, Insurance and Asset Management with a focus on customer-centric propositions and innovative and efficient distribution channels.
We are currently seeking an ambitious individual to join our team as an Associate Director – Investments, working together with colleagues to define, manage and achieve divisional business targets.
Role Purpose
HSBC Alternatives is the alternatives investment platform of HSBC Asset Management, with $50 bn Assets Under Management (AUM) and is one of the largest investors in private markets globally.
The Associate Director – Investments role in the Private Markets team will be focused on Primary, Secondary and Co-investment opportunities principally in Private Equity (PE) (but also in Infrastructure, Private Credit and Real Estate) across North America, Europe and Asia.
In this role, you will:
- Manage and conduct the due diligence of investment opportunities
- Originate investment opportunities and ideas to support investment deal flow
- Support the team in the day to day activities of running a large global fund investment program
- Screen and review investment opportunities to assess the overall risk / reward profile of the opportunity
- Present the investment thesis and leading investment discussions with the Investment Committee
- Assist in the monitoring and management of the existing portfolio, which includes maintaining dialogue with GPs, attending Annual General Meetings (AGM) and producing detailed investment monitoring reports
- Manage and mentor Analysts and Associates in the team
- Respond to inbound requests from clients and assist with their reporting and understanding of existing investments
To be successful in the role, you should meet the following requirements:
- Have financial industry experience, with strong and relevant experience in PE fund investing space
- Have experience across infrastructure, private credit and impact investing is preferred but not required
- Strong commercial acumen resulting in sound risk / reward judgments
- Strong presentation skills with ability to convince without hard-selling
- Excellent project management and organisational skills
- Strong report writing skills
- Strong financial modelling skills and PowerPoint proficiency
You’ll achieve more when you join HSBC.
https://www.hsbc.com/careers
HSBC is committed to building a culture where all employees are valued, respected and opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working and opportunities to grow within an inclusive and diverse environment. Personal data held by the Bank relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website.
Issued by The Hongkong and Shanghai Banking Corporation Limited.
As a business operating in markets all around the world, we believe diversity brings benefits for our customers, our business and our people. This is why HSBC is committed to being an inclusive employer and encourages applications from all suitably qualified applicants irrespective of ethnicity, religion, age, physical or mental disability/long term health condition, marital status, sexual orientation, gender identity, gender expression, genetic information (including characteristics and testing), military and veteran status, and any other characteristic protected by local law in the jurisdictions in which we operate. Within the work place you will have access to various employee resource groups which aim to promote and achieve a healthy work / life balance and support our diversity ambitions. HSBC has in place processes in order to avoid nepotism, which means to avoid creating circumstances in which the appearance or possibility of conflicts of interest may exist within the hiring process.
