Private Equity Portfolio and Asset Monitoring

3 weeks ago


London, Greater London, United Kingdom HSBC Full time

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

Requirements

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.

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.

Apply



  • London, Greater London, United Kingdom Asset Partners Full time

    Growth Equity AssociateAsset Partners is looking to secure an Investment Associate for a growth equity fund based in London. This is a great opportunity to join an experienced and entrepreneurial team focused on technology investing and who are backing some of Europe's most exciting and innovative B2B Software businesses.Key responsibilities:Idea generation,...


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

    An elite global international law firm are growing their Private Equity team. As part of a high level build out there is the opportunity to join their team as an Associate. The firm is renowned for fostering a positive, encouraging, and trusting atmosphere.The firm are looking for a Private Equity Lawyer with 4 + years of post-qualification experience. The...


  • 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 Knewin Full time

    Over the last 20 years, Ares' success has been driven by our people and our culture. Today, our team is guided by our core values – Collaborative, Responsible, Entrepreneurial, Self-Aware, Trustworthy – and our purpose to be a catalyst for shared prosperity and a better future. Through our recruitment, career development and employee-focused programming,...


  • London, Greater London, United Kingdom Idex Full time

    Are you a Private Equity Solicitor looking for opportunities in London? Then I would like to speak to you Our client is a leading New York Private Equity Power House are looking to hire an exceptional 2-5 year pqe, UK qualified associate to join their award winning team. The team has an impeccable client portfolio with a strong focus on complex, high-stakes...


  • London, Greater London, United Kingdom Alvarez and Marsal Full time

    Description About Alvarez & Marsal Companies, investors and government entities around the world turn to Alvarez & Marsal (A&M) when conventional approaches are not enough to make change and achieve results. Privately held since its founding in 1983, A&M is a leading global professional services firm that provides advisory, business performance improvement...

  • Sales Director at

    2 weeks ago


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

    Sales Director at Private Equity InsightsDo you thrive in a fast-paced environment where you gain tremendous responsibility? Do you want to be part of an exceptional entrepreneurial team with young, motivated, and extremely driven people? Are you curious or passionate about sales? If so, you might be our next Sales Director.About us"Private Equity Insights...


  • London, Greater London, United Kingdom JMC Legal Recruitment Full time

    Are you a talented Private Equity Associate with 2-4 year PQE, looking to join a large, progressive PE team? Progress your legal career in this Top 10 US law firm, best known for big-ticket transactional work in the upper market.The Firm From their US origins to a global powerhouse - this international law firm is a juggernaut of a firm best known for...


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

    Strategic Account Growth Director at Private Equity InsightsDo you enjoy working in a fast-paced environment with great responsibilities? Are you interested in joining a dynamic team of young, motivated individuals? Do you have a passion for sales? If so, you could be the ideal candidate for the Strategic Account Growth Director position.About UsPrivate...


  • London, Greater London, United Kingdom JMC Legal Recruitment Full time

    This Top 10 US law firm in London requires a 3-4 PQE Private Equity Associate to join their team in the City. If you're ambitious and looking to join a large, progressive PE team this is a brilliant opportunity to take your career to new heights at a firm that is best known for big-ticket transactional work in the premium market.The FirmFrom their US origins...


  • London, Greater London, United Kingdom Hays Legal Full time

    Private Equity Lawyer 2+ To £££This popular US firm has a rare opening for a dedicated private equity lawyer to join their highly regarded team. You will be advising fund sponsors and investors across all asset classes, including private equity, real estate, venture capital, hedge, credit, and infrastructure, on the full range of issues faced across the...


  • London, Greater London, United Kingdom Gardner Halliday Full time

    Our client, a leading global law firm with a long-established London office, is looking to recruit an additional highly-motivated 2+ PQE private equity associate.The position will focus on advising private equity sponsors, portfolio companies and management teams on a broad range of matters. The successful applicant can expect an exciting level of...


  • London, Greater London, United Kingdom Duke and Rawson Full time

    This elite US firm in London is on a recruitment drive into its Private Equity team. The team has a growing reputation for advising on premium value private equity buyouts in the European market, to go with its established reputation in the US, Asia and emerging markets. The partners have the budget to recruit associates into the team, and are interested in...


  • London, Greater London, United Kingdom Idex Consulting Full time

    Are you a driven and qualified Lawyer with 3-7 years of post-qualification experience (PQE) seeking a dynamic career in private equity?We are a leading international law firm with a renowned private equity practice seeking a talented Associate to join our team in London.About the role:If you think you are the right match for the following opportunity, apply...


  • London, Greater London, United Kingdom Idex Full time

    Are you a driven and qualified Lawyer with 3-7 years of post-qualification experience (PQE) seeking a dynamic career in private equity?We are a leading international law firm with a renowned private equity practice seeking a talented Associate to join our team in London.About the role:Candidates must be UK qualifiedIn this exciting role, you will play a...

  • Private Equity Lawyer

    4 hours ago


    London, Greater London, United Kingdom Idex Full time

    Join a Leading Private Equity Practice A US Law firm with an internationally recognised Private Equity Group are seeking to hire an NQ (March 2024 and September 2024 qualifiers) to join their dynamic London team.The Opportunity In this role, you'll gain exceptional experience working on the cutting edge of corporate private equity transactions. As part of...

  • Private Equity Lawyer

    5 hours ago


    London, Greater London, United Kingdom Idex Full time

    Navigate Global Deals with Confidence: Private Equity at elite NY Law firm in LondonCalling All Ambitious Private Equity LawyersOur client is a leading US law firm with a prestigious London office, and they are seeking a top-tier lawyer to join their thriving Private Equity practice. The team offer a dynamic environment where you'll collaborate with a team...


  • London, Greater London, United Kingdom Search Consultancy Full time

    Private Equity Senior Associate International Firm£120k+My client is a a global business law firm with lawyers located in more than 40 countries, with over 90 offices throughout the Americas, Europe, the Middle East and Asia Pacific. They help clients succeed through innovative and pragmatic legal solutions. Their clients range from multinational, Global...


  • London, Greater London, United Kingdom Jameson Legal Full time

    Our client is a leading and prestigious US law firm with a global presence, known for its excellence in delivering top-tier legal services. To further strengthen its ranked Private Equity team in London, our client is seeking a mid to senior level Associate with first-rate private equity and M&A experience.The team represents private equity firms and their...


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

    About our client We're working with an impressive and dynamic team who are already well-established in Europe and the US where they partner with venture-backed startups by offering unique tailored financing solutions, empowering companies to scale rapidly and maximize their potential. They are looking to make a Principal-level hire who will be the first...