Private Equity Portfolio

2 weeks ago


London, Greater London, United Kingdom HSBC Full time
Some careers shine brighter than others.

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 simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further.


HSBC Asset Management (AM), the investment management business of the HSBC Group, serves HSBC's worldwide customer base of retail and private clients, intermediaries, corporates and institutions invested in both segregated accounts and pooled funds.

HSBC Asset Management fulfils its purpose of connecting HSBC's clients with investment opportunities around the world through an international network of offices in approximately 30 countries, delivering global capabilities with local market insight.


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.

We have a rare opportunity for a Portfolio Monitoring role within the Private Markets team.

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


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

This includes private healthcare for all UK-based employees, enhanced maternity and adoption pay and support when you return to work, and a contributory pension scheme with a generous employer contribution.


In this role you will:

  • Portfolio monitoring - providing ongoing monitoring of existing investment portfolio.
  • Maintain and update key investment database, ensuring integrity and completeness of data used for portfolio monitoring and client reporting.
  • Develop analysis and templates for the purposes of benchmarking, peer analysis and other valuation assurance-based exercises.
  • Help prepare responses to inbound client requests and assist with client reporting.
  • Support the team in the digitalization of the portfolio management capabilities.
  • Participate in the team day-to-day activities of running a best-in-class global Alternative investment program.
  • Assist with the management of relationships with third-party portfolio data providers and other service providers.
  • Engage with various stakeholders across internal and external teams.
Requirements

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

  • Proven experience in working with a private market investment team, a keen interest in overseeing an existing private market portfolio and enhancing data quality and client reporting.
  • Extensive experience in the financial industry with a solid grasp of Private markets, Corporate Finance, and Portfolio monitoring.
  • Understanding of private equity metrics, with a grasp for fund valuations and how they translate to portfolio valuations.
  • Have a data-driven approach.
  • Ability to communicate effectively at all levels.
  • Proficient in using industry-specific systems like Dynamo, iLevel, eFront or equivalent portfolio data systems.
  • Experience working with private markets datasets from Pitchbook, Preqin, CapitalIQ or Bloomberg.
  • Exceptional project management and organizational abilities. Capable of collaborating in a small project team under strict time constraints.
  • Proactive approach to investigating large datasets and presenting through new templates and dashboards.
  • Strong financial and data analysis skills with proficiency in Excel (MS Office), Macros, PowerBi or equivalent to manage and automate large datasets.
This role is based in London.

Continue to grow with our internal opportunities.

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. Our recruitment processes are accessible to everyone - no matter their gender, ethnicity, disability, religion, sexual orientation, or age.

We take pride in being part of the Disability Confident Scheme.

This helps make sure you can be interviewed fairly if you have a disability, long term health condition, or are neurodiverse.

If you'd like to apply for one of our roles and need adjustments made, please get in touch with our Recruitment Helpdesk:

Email:

Telephone:
"

  • London, Greater London, United Kingdom PER, Private Equity Recruitment Full time

    Investor Relations Associate, Leading Private Equity Growth Investor, London, UK Investor Relations Associate, Leading Private Equity Growth Investor, London, UK Our client is a leading private equity growth firm looking to onboard an Associate into their London-based Investor Relations team. They are currently fundraising making it a great time to join....


  • London, Greater London, United Kingdom HSBC Full time

    Looking for an opportunity that will make you stand out? Join HSBC and unlock your potential! Whether you're aiming for the top spot or a new exciting direction, HSBC provides the support, opportunities, and rewards to help you progress. HSBC Asset Management (AM), the investment management arm of the HSBC Group, caters to a diverse global clientele,...


  • London, Greater London, United Kingdom PER, Private Equity Recruitment Full time

    About our client Our client, a prominent private equity fund specialising in the food services industry, is actively in search of a seasoned Investment Manager to lead deal processes. This represents an opportunity to join a highly successful and growing private equity firm with a specialised focus on this dynamic sector. The selected candidate will enjoy...


  • London, Greater London, United Kingdom PER, Private Equity Recruitment Full time

    About our clientPER has partnered with a developing, forward-thinking private equity firm that establishes leading businesses through growth. Responsible for overseeing internal operations within the management company, fund platform, compliance, HR, and office facilities. The new hire will focus on enhancing and automating operational functions and analysis...


  • London, Greater London, United Kingdom PER, Private Equity Recruitment Full time

    Our client is an independent, London-based private equity firm that invests in management buyouts across the UK lower mid-market. 20m in UK based SMEs, partnering with founders and management teams to grow and develop businesses into larger, higher quality, market or sector-leading companies. With a growing portfolio and active deal pipeline, they are...


  • London, Greater London, United Kingdom PER, Private Equity Recruitment Full time

    About our client Our client is a leading international investor across mid-market private equity and infrastructure. The firm is looking for an ESG Senior Associate to join its Private Equity team to support the ESG Lead across a broad range of sustainability-related projects. What the job involves Support the ESG Lead to conduct due diligence of new...


  • London, Greater London, United Kingdom PER, Private Equity Recruitment Full time

    About our client Our client is a leading Agribusiness Private Equity Fund which is looking to hire a Senior Finance Associate/Controller into their lean London team. This is a fantastic opportunity to join an impressive firm with an outstanding track record and working across a wide breadth of responsibilities. This hire will work across the management of...


  • London, Greater London, United Kingdom PER, Private Equity Recruitment Full time

    About our client Our client is a leading Agribusiness Private Equity Fund which is looking to hire a Senior Finance Associate/Controller into their lean London team. This is a fantastic opportunity to join an impressive firm with an outstanding track record and working across a wide breadth of responsibilities. This hire will work across the management of...

  • Private M

    2 weeks ago


    London, Greater London, United Kingdom Private Equity Insights Full time

    Head of Graphics at Private Equity Insights "Private Equity Insights is the world's leading Private Equity community. We connect and develop more than 240,000 investment professionals across the world, through our platforms, which include conferences, webinars, magazines and news reports. For more than 10 years, PEI has helped Investors, Fund Managers and...


  • London, Greater London, United Kingdom PER, Private Equity Recruitment Full time

    Our client is a leading private equity growth firm looking to onboard an Associate into their London-based Investor Relations team. They are currently fundraising making it a great time to join. Their investment strategy is focused on growth capital and management buyouts and is led by a highly experienced team of investment professionals who continue to...


  • London, Greater London, United Kingdom PER, Private Equity Recruitment Full time

    About our client Our client is an independent, London-based private equity firm that invests in management buyouts across the UK lower mid-market. They have a long and successful track record investing up to ??20m in UK based SMEs, partnering with founders and management teams to grow and develop businesses into larger, higher quality, market or...


  • London, Greater London, United Kingdom Private Investigator Herne Bay Full time

    It's never been a more exciting time to join Vistra. At Vistra our purpose is progress. We believe that our clients have the power to change the world and to do great things for global progress, and we exist to remove the friction that comes from the complexity of global business – to help our clients achieve progress without friction. But progress only...

  • Private Equity Intern

    2 weeks ago


    London, Greater London, United Kingdom Brookstreet Equity Partners LLP Full time

    Summer Intern - Venture Capital [London/Athens] Important: Please Read the Entire Post Carefully. Apply via LinkedIn. Due to the high volume of applications we receive, we are unable to respond to unsolicited CV submissions, messages, or inquiries. All applications will be ranked and processed through the LinkedIn system. Company Overview: Brookstreet...

  • Private Equity Intern

    2 weeks ago


    London, Greater London, United Kingdom Brookstreet Equity Partners LLP Full time

    Summer Intern - Venture Capital [London/Athens]Important: Please Read the Entire Post Carefully. Apply via LinkedIn.Due to the high volume of applications we receive, we are unable to respond to unsolicited CV submissions, messages, or inquiries. All applications will be ranked and processed through the LinkedIn system.The information below covers the role...


  • London, Greater London, United Kingdom PER, Private Equity Recruitment Full time

    About our client Our client, a leading alternative asset investor, is looking to hire an ESG and IR Executive to join its growing London team with responsibility for leading the firm's ESG activities whilst also supporting the Investor Relations Director in the delivery of a first class service to the firm's investors. What the job involves Be an integral...


  • London, Greater London, United Kingdom PER, Private Equity Recruitment Full time

    Our client is a leading privately held European investment group that employs over 200 people in London, Jersey, Boston and Geneva. They have a hugely successful global initiative, with concentration in the US and European markets across real estate, hedge funds and private equity. Our client is searching for an Associate to focus on private equity...


  • London, Greater London, United Kingdom PER, Private Equity Recruitment Full time

    About the OpportunityAre you passionate about investments in private equity? If you have experience in fund investing or investment consultancy, this role might be a great fit for you Join a dynamic team at a private investment office that focuses on investing in PE funds across the US and Europe. You will have the chance to evaluate fund managers both...


  • London, Greater London, United Kingdom BCL Private Practice Full time

    A US headquartered firm with an outstanding roster of tech clients, have hired a private equity legend to build out their London office. This firm is a start up in the London legal world but with the backing of a big name in the US market. They are recruiting for an ambitious 4+ PQE associate to build a name for themselves in the tech sector. This team will...


  • London, Greater London, United Kingdom BCL Private Practice Full time

    Are you a Senior Private Equity Associate looking to join one of London's Elite US law firms?Join a prestigious US law firm renowned for its formidable Private Equity division. This firm's ascent has been remarkable, and they are now inviting a Senior Associate to join their ranks and contribute to their impressive legacy.Imagine being at the centre of...


  • London, Greater London, United Kingdom TOIGO Foundation Full time

    The Team: Managing private equity funds is an important component of Neuberger Berman's business strategy. Neuberger Berman is a leading and growing investor in private markets, managing c. $110 billion of client commitments in active vehicles. NB Private Equity has been an active and successful private equity investor since 1987. The Role: The...