Investment Research Associate

2 weeks ago


New York, New York, United States HSBC Full time
Overview

At HSBC, our mission is to unlock a world of possibilities for our diverse clientele, utilizing our extensive expertise and resources to foster growth and progress. We are committed to creating a positive impact for our customers, employees, investors, and the communities we serve.

Role Summary

The Associate in Fund Manager Research will play a pivotal role in conducting operational due diligence assessments for various investment vehicles, including hedge funds, private equity, and real estate funds. This position involves coordinating and participating in due diligence meetings across a range of strategies such as equity long/short, statistical, systematic, and macroeconomic approaches, as well as private equity structures like co-investments and secondary funds, with a focus on the Americas market.

Key Responsibilities
  • Attend and contribute to the alternative investment committee and global research committee, which evaluates funds eligible for investment.
  • Engage in team projects and initiatives to strengthen the team's presence in the Americas.
  • Develop and maintain strong relationships with senior stakeholders in the alternative asset management sector.
  • Review documentation and conduct on-site interviews with executives of hedge funds, private equity, and real estate funds to assess operational risks and quality of controls.
  • Prepare and analyze comprehensive reports detailing the operational landscape of the funds under review.
  • Conduct ongoing monitoring of approximately 500 investments to ensure compliance and performance standards.
  • Perform ESG analysis and create ESG scorecards and assessment reports for investments.
  • Participate in research regarding foreign markets to understand regulatory and tax implications.
  • Contribute to special projects related to system enhancements, compliance frameworks, and regulatory initiatives.
  • Engage in client meetings and presentations for prospective clients, showcasing our investment capabilities.

Qualifications

The ideal candidate will possess:
  • A minimum of 4 years of experience in operational due diligence or auditing within alternative investment products.
  • A bachelor's degree in accounting or finance, along with relevant certifications such as CPA or CFA.
  • Familiarity with industry standards and best practices in asset management, particularly in hedge funds and private markets.
  • Strong analytical and organizational skills, with proficiency in Microsoft Office and investment databases.
  • Excellent written and verbal communication abilities.
  • A collaborative mindset and the ability to work effectively in a team environment.

Compensation and Benefits

HSBC offers a competitive compensation package, including a fixed pay range reflective of the candidate's experience and qualifications. In addition, we provide a comprehensive benefits program designed to support your health, well-being, and professional development. Our commitment to diversity and inclusion ensures a welcoming workplace for all employees, where we value differences and work together to achieve our goals.

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