Associate, Research Analyst for Fund Management

2 weeks ago


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

At HSBC, our mission is to create opportunities that drive progress and growth. We leverage our extensive expertise and diverse perspectives to foster a better world for our customers, employees, investors, and communities.

Role Summary

The Associate, Research Analyst for Fund Management will play a crucial 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 discussions across multiple strategies such as equity long/short, statistical, systematic, and more, with a focus on the Americas market. The role will also entail active participation in the alternative investment committee and global research committee, which evaluate funds for investment eligibility.

Key Responsibilities

- Conduct comprehensive operational due diligence reviews for hedge funds, private equity, and real estate funds.
- Attend and coordinate due diligence meetings across diverse investment strategies.
- Collaborate with senior members of the alternative asset management and global private banking sectors.
- Review documentation and conduct on-site interviews with C-Suite executives to assess business and operational risks.
- Prepare and review detailed reports that provide insights into the operational environment of the funds under evaluation.
- Perform ongoing monitoring of approximately 500 investments on the platform.
- Execute ESG analysis and compile ESG scorecards for investment assessments.
- Engage in research regarding foreign markets to understand regulatory and tax implications.
- Participate in special projects related to system enhancements and compliance frameworks.
- Present findings in client meetings and oversight forums.

Qualifications

To excel in this role, candidates should possess:
- A minimum of 4 years of experience in operational due diligence or auditing within alternative investment sectors.
- An undergraduate 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 equity.
- 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 team settings.

At HSBC, we are committed to providing a competitive Total Reward Package, which includes a blend of fixed and variable pay, alongside a comprehensive benefits program designed to enhance your health, well-being, and lifestyle. We value diversity and inclusion and strive to create a supportive work environment for all employees.

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