Associate, Private Markets Portfolio and Asset Monitoring

2 weeks ago


Birmingham, 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 Alternatives is the alternative investment arm of HSBC Asset Management, investing globally in a wide spectrum of alternatives asset classes which include private market funds, hedge funds, real estate, infrastructure, private debt and venture capital, and has AUM of $58 billion. We are currently seeking a professional to join our team as an Associate, Private Markets Portfolio & Asset Monitoring. The Portfolio Monitoring team provide 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. In this role you will: Utilise advanced Excel, SQL, and Python skills to manipulate and validate large datasets related to private markets (Indirect Investments - Private Equity, Private Credit, Infra, Real estate) Monitor and report on private markets and fund of funds, contributing to continuous data improvement. Support quarterly responsibilities and collaborate with data providers. Assist in the design and implementation of new data projects and vendor solutions. Ad hoc stakeholder requests (including investment ream and Operational Due Diligence - ODD). To be successful in this role you should meet the following requirements: Good understanding of Asset Management - Private Markets / Private Equities investment structures and Fund to Funds is essential. Be a high performing analyst that can demonstrate using well-developed quantitative skills to manage and analyse large datasets, transforming them into actionable insights through dashboards and automated processes is essential. Can evidence a high level of communication capability and be able to work with various forms of information to produce easily digestible reports and presentations is essential. Possess excellent stakeholder management skills, coupled with a professional confidence that engender the view of a 'Trusted Partner' across internal and external audiences is essential. Demonstrate really good time management, planning and organisational skills with the ability to managing multiple tasks often with conflicting priorities is essential. This role is based at HSBC Office in Birmingham and has a hybrid working pattern 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, 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.



  • Birmingham, United Kingdom HSBC Full time

    Associate, Private Markets Portfolio & Asset MonitoringHSBC Alternatives is the alternative investment arm of HSBC Asset Management, investing globally in a wide spectrum of alternative asset classes which include private market funds, hedge funds, real estate, infrastructure, private debt and venture capital, and has an AUM of $58 billion.The Portfolio...


  • Birmingham, United Kingdom HSBC Full time

    A leading global bank is looking for an Associate in Private Markets Portfolio & Asset Monitoring based in Birmingham. The successful candidate will utilize advanced Excel, SQL, and Python skills to manage large datasets, monitor private equity and credit investments, and support reporting tasks. Strong analytical, communication, and stakeholder management...

  • Portfolio Manager

    3 weeks ago


    Birmingham, United Kingdom LGPS Central Full time

    Join LGPS Central at a pivotal moment-where investment meets longterm impact. At LGPS Central, we're at the heart of one of the most exciting shifts in the pensions and investment industry. With the Government's Fit for Future agenda and wider pensions reform driving real change, now is the perfect time to join us and play a leading role in shaping how...

  • Investment Associate

    2 weeks ago


    Birmingham, United Kingdom Mercia Asset Management PLC Full time

    Mercia is a national investment group focused on the creation/identification, funding and scaling of innovative technology businesses with high growth potential from the UK regions. As an Investment Associate in our Midlands based Ventures team, you will be supporting the investment in companies with a focus on the East or West Midlands geographic regions....


  • Birmingham, United Kingdom Phoenix Group Full time

    **Job Type**:10 months FTC (sabbatical cover) **Hiring Manager**: Head of Portfolio & Regulatory Compliance, Asset Management **Location**:This role can be based in either of our Edinburgh / Telford / Wythall (Birmingham) offices, with some time spent working from home and from time-to-time, travelling across Phoenix offices. You can read more about Phoenix...


  • Birmingham, Birmingham, United Kingdom Turner Property Recruitment Full time £55,000 - £100,000 per year

    MEP Asset Management – Senior / Associate LevelMidlands (Birmingham/Nottingham/Leicester) | HybridLeading Global Consultancy | Excellent Salary + BenefitsTurner Property Recruitment are recruiting on behalf of a major international consultancy for a senior MEP professional to join their Midlands team, focusing on MEP Asset Management across a diverse UK...


  • Birmingham, United Kingdom WSP in the UK & Ireland Full time

    Overview Associate - Asset Management role at WSP in the UK & Ireland. This position is part of the Strategic Asset Management team, which grows to provide advisory and consultancy services to road, rail and aviation clients. About Your Role Our Strategic Asset Management team is growing. As an Associate within the team, you will work closely with the Head...


  • Birmingham, United Kingdom Arcadis Full time

    Arcadis Birmingham, England, United KingdomOverviewJoin to apply for the Associate Director Asset Management role at Arcadis.Arcadis is the world's leading company delivering sustainable design, engineering, and consultancy solutions for natural and built assets. We are more than 36,000 people, in over 70 countries, dedicated to improving quality of life....


  • Birmingham, United Kingdom BCL Legal Full time

    OverviewIntellectual Property (Non-Contentious) Associate 3-5 years' PQE | Leading National Firm | Birmingham | Hybrid WorkingAn exceptional opportunity has arisen for an ambitious Intellectual Property Associate to join a market-leading IP practice within a highly regarded national law firm. This role will focus on non-contentious IP work, advising across a...


  • Birmingham, United Kingdom Wilmington Plc Full time

    **Wilmington PLC are looking for a Digital Marketing Executive** **Digital Marketing Executive** **Location**: Birmingham - B24 9FD **Salary**:£27k DOE **Term**:Full Time, Permanent **A bit about us **Wilmington plc is a company with a difference. Our core purpose is helping our customers to do the right business in the right way. Over the years we’ve...