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About the Role
This role sits in our Global Hedge Fund Research team in London and focuses on investment due diligence for third party-managed alternative investment funds. You’ll research global hedge fund strategies using fundamental bottom-up work to assess managers and make evidence-based recommendations to the Investment Committee. The scope spans sourcing prospective investments and monitoring existing holdings across an allocated portfolio of manager relationships. You’ll also contribute to broader strategy analysis and portfolio construction and partner closely with Global Private Banking and other client-facing teams. Success means producing decision-useful due diligence that stands up to scrutiny across Risk, Compliance and Legal and supporting timely, well-grounded investment decisions across the group. Periodic travel is expected to meet managers as required.
Responsibilities
- Conduct initial and ongoing due diligence on hedge fund managers including philosophy, process, organisation, team and alignment of interests
- Evaluate portfolio construction, liquidity, leverage, capacity, concentration and risk-management frameworks
- Assess performance using risk-adjusted returns, drawdowns, factor exposures, attribution and peer-relative results
- Run manager meetings, on-site visits, reference calls and due diligence interviews to validate investment propositions
- Monitor existing investments for changes in personnel, ownership, process, positioning and risk and escalate concerns promptly
- Produce due diligence reports, periodic review papers, monitoring notes, Investment Committee materials and client-facing commentary
- Present clear, evidence-based recommendations to the Investment Committee and senior stakeholders
- Contribute to top-down strategy research and portfolio assessments across allocation, diversification, liquidity and aggregate risk
Requirements
- Bring relevant experience in hedge fund research or manager selection across third-party managers
- Apply strong working knowledge of hedge fund strategies, investment processes, portfolio construction and risk management
- Produce evidence-based due diligence reports and translate findings into clear investment recommendations
- Present conclusions effectively to Investment Committees and senior stakeholders, in writing and in person
- Evaluate performance and risk using attribution, factor exposures, drawdowns and peer-relative analysis
- Work effectively with Operational Due Diligence, Risk, Compliance and Legal to meet due diligence requirements
- Use Microsoft Excel, PowerPoint and Word to build and communicate research outputs efficiently
- Maintain complete, accurate and timely research records while managing multiple reviews and deadlines
Skills
- Hedge fund research
- Manager selection
- Hedge fund strategies
- Investment processes
- Portfolio construction
- Risk management
- Due diligence reporting
- Investment recommendations
- Performance evaluation
- Risk evaluation
- Attribution analysis
- Factor exposure analysis
- Drawdown analysis
- Peer-relative analysis
- Microsoft Excel
- Microsoft PowerPoint
- Microsoft Word
Location
- London
Work Type
- Full-time
Experience Level
- Experienced professional
Benefits
- Tailored professional development opportunities
- Competitive pay and benefits package
- Private healthcare for all UK-based employees
- Enhanced maternity and adoption pay and support when you return to work
- Contributory pension scheme with a generous employer contribution
About the Company
- HSBC is one of the largest banking and financial services organisations in the world, with a network that covers more than 50 countries and territories.
- We aim to be where the growth is, enabling businesses to thrive and economies to prosper, and, ultimately, helping people fulfil their hopes and realise their ambitions.
Equal Opportunity
- Being open to different points of view is important for our business and the communities we serve. At HSBC, we're dedicated to creating diverse and inclusive workplaces - no matter their gender, ethnicity, disability, religion, sexual orientation, socio-economic background or age.
- We are committed to removing barriers and ensuring careers at HSBC are inclusive and accessible for everyone to be at their best.
- We take pride in being a Disability Confident Leader and will offer an interview to people with disabilities, long term conditions or neurodivergent candidates who meet the minimum criteria for the role.
- If you have a need that requires accommodations or changes during the recruitment process, please get in touch with our Recruitment Helpdesk via hsbc.recruitment@hsbc.com.