Associate, Fund Manager Research

About the position

As the Associate, Fund Manager Research will be responsible for operational due diligence reviews for hedge funds, private equity, and real estate funds. The role holder will 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 and across private equity fund structures including co-investments and secondary funds, focused on the Americas market. The Associate - Fund Manager Research will attend the alternative investment committee and global research committee which is responsible for determining the alternative funds that are eligible for investment across HSBC. It is anticipated that the position will include about 20% travel. This role will directly report to the Global Head of Fund Manager Research. They will be responsible for being involved in team projects and extracurricular activities to enhance the team's footprint in the Americas. The role holder will need to communicate and establish good working relationships with senior members of the alternative asset management business, asset management business and the global private bank. The role holder will need to 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 and evaluate the overall quality of systems, controls, infrastructure, and personnel.

Responsibilities

• Conduct operational due diligence reviews for hedge funds, private equity, and real estate funds.
• Co-ordinate and attend due diligence meetings across various investment strategies.
• Write and review detailed reports containing comprehensive information and analysis related to the business and operational environment.
• Ensure ongoing monitoring of all investments for the platform (circa 500 investments).
• Conduct ESG analysis and compile ESG scorecard and assessment reports for investments.
• Research foreign markets to assess regulatory and tax issues.
• Participate in special projects including system implementations and enhancements.
• Participate in client meetings and pitches for prospective clients.

Requirements

• Over 4 years working in operational due diligence or an audit firm auditing alternative investment products.
• Undergraduate bachelor's degree in accounting and finance.
• Chartered Accountant qualification, CPA license, or CFA qualification.
• Working knowledge of industry standards for the asset management industry.
• Knowledge of hedge funds and pooled investment products.
• Ability to implement an ESG framework into the research process.
• Strong written and verbal communication skills.
• Strong operations experience.
• Good analytical skills.
• Strong organizational skills.
• Proficient with Microsoft Office, Bloomberg, Allocator, and alternative investment databases.
• Self-starter with well-developed time management skills.

Benefits

• Competitive pay and benefits package.
• Access to tailored professional development opportunities.
• Robust Wellness Hub.
• Industry-leading volunteerism policy.
• Generous matching gift program.
• Comprehensive program of immersive Sustainability and Climate Change Initiatives.