Private Equity Portfolio & Asset Monitoring

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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.

• 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.

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.

• Proficient in using industry-specific systems like Dynamo, iLevel, or eFront.

• Exceptional project management and organizational abilities. Capable of collaborating in a small project team under strict time constraints.

• Strong financial analysis skills with proficiency in Excel, PowerPoint, and Word.

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: hsbc.recruitment@hsbc.com

Telephone: +44 207 832 8500"