Private Equity Portfolio and Asset Monitoring

Some careers have more impact than others.

If you’re looking for a career where you can make a real impression, join HSBC and discover how valued you’ll be.

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 fantastic, rare Portfolio Monitoring role in the Private Markets team, providing 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:

• 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 the role, you should meet the following requirements:

• Demonstrable experience gained in a private markets investment team, with a strong interest in monitoring an existing private markets portfolio and in improving the quality of data and client reporting.
• Significant experience financial industry experience with a sound understanding of private markets, corporate finance and / or portfolio monitoring.
• Excellent project management and organisational skills.
• Strong financial analysis abilities.
• Strong Excel, PowerPoint, Word skills.
• Ability to work in a small project team to tight deadlines.
• Ability to work accurately and calmly under time pressure.

You’ll achieve more when you join HSBC.

https://www.hsbc.com/careers

HSBC is committed to building a culture where all employees are valued, respected and opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working and opportunities to grow within an inclusive and diverse environment. Personal data held by the Bank relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website.

Issued by The Hongkong and Shanghai Banking Corporation Limited.

HSBC is committed to being an inclusive employer and providing an inclusive and accessible recruitment process for all. We will provide reasonable adjustments to remove any disadvantage to you being considered for this role. We are proud members of the Disability Confident Scheme, and will offer an interview to disabled candidates who meet the minimum criteria for the role. If you would like to receive any information in a different way or would like us to do anything differently to help you apply for our roles, please contact our Recruitment Helpdesk:
Email: hsbc.recruitment@hsbc.com
Telephone: +44 2078328500

Within the workplace you will have access to various employee resource groups which aim to promote and achieve a healthy work / life balance and support our diversity ambitions. HSBC has processes in place to avoid nepotism. This means we will avoid circumstances in which the appearance or possibility of conflicts of interest may exist within the hiring process.