Associate, Fund Manager Researcher

1 month ago

Reston, Virginia, United States HSBC Full time
Job Summary

We are seeking a highly skilled Associate, Fund Manager Research to join our team at HSBC. As a key member of our alternative investment team, you will be responsible for conducting operational due diligence reviews for hedge funds, private equity, and real estate funds.

Key Responsibilities
  • Co-ordinate and attend due diligence meetings across all strategies, including equity long/short, statistical, systematic, convertible, merger arbitrage, trading, macro, credit, fixed income, mortgages, private credit, and UCITS.
  • Review documentation and conduct interviews on-site with hedge funds, private equity funds, and real estate funds C-Suite to establish facts pertaining to business and operational risk.
  • Evaluate the overall quality of systems, controls, infrastructure, and personnel.
  • Write and review detailed reports containing comprehensive information and analysis related to the business and operational environment at the hedge funds, private equity funds, and real estate funds.
  • Ensure ongoing monitoring of all investments for the platform (circa 500 investments).
  • Conduct ESG analysis and compile ESG scorecard and assessment reports for investments on the platform.
  • Participate in client meetings and pitches for prospective clients and present at oversight forums within the bank.
Requirements
  • Over 4 years working in operational due diligence or an audit firm auditing alternative investment product (hedge funds and/or Private Equity funds) or the operations and/or audit departments of an asset management firm preferred.
  • Undergraduate bachelor's degree in accounting and finance and with a Chartered Accountant qualification, Certified Public Accountant ("CPA") license, or Chartered Financial Analyst ("CFA") qualification.
  • Working knowledge of industry standards for the asset management industry, specifically hedge funds and private markets, including familiarity with policies, procedures, and "best practices".
  • Knowledge of hedge funds and pooled investment products.
  • Knowledge and the ability to implement an ESG framework into the research process.
  • Strong written and verbal communication skills.
  • Strong operations experience required.
  • Works well in team environment.
  • Good analytical skills.
  • Strong organizational skills.
  • Proficient with Microsoft Office, Bloomberg, Allocator, and alternative investment databases.
  • Self-starter, able to demonstrate initiative, well-developed time management skills.
About HSBC

At HSBC, our purpose is to open up a world of opportunity for our customers. We use our unique expertise, capabilities, breadth, and perspectives to open up new kinds of opportunity for our more than 40 million customers. We're bringing together the people, ideas, and capital that nurture progress and growth, helping to create a better world – for our customers, our people, our investors, our communities, and the planet we all share.

We offer a competitive pay and benefits package, including a robust Wellness Hub, all in a welcoming, diverse, and inclusive work environment. You will be empowered to drive HSBC's engagement with the communities we serve through an industry-leading volunteerism policy, a generous matching gift program, and a comprehensive program of immersive Sustainability and Climate Change Initiatives. You'll want to join our Employee Resource Groups as they play a central part in life at HSBC, including the development of our employees and networking inside and outside of HSBC. We value difference. We succeed together. We take responsibility. We get it done. And we want you to help us build the bank of the future.

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