HSBC Group

GCB 5

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HSBC Asset Management, the investment management business of the HSBC Group, invests on behalf of HSBC’s worldwide customer base of retail and private clients, intermediaries, corporates and institutions through both segregated accounts and pooled funds. HSBC Asset Management connects HSBC’s clients with investment opportunities around the world through an international network of offices in 23 countries and territories, delivering global capabilities with local market insight. As at 31 December 2023, HSBC Asset Management managed assets totaling US$707bn on behalf of its clients.

We are currently seeking a high calibre professional to join our team as an Alts Senior Performance Analyst.

Principal Responsibilities

• Assist the Head of Alts P&R in managing the production of end to end reporting for the various asset classes like Private Equity, Infrastructure Debt, Direct Real Estate, Venture Capital, Direct Lending and Capital Group Solutions strategies etc
• Calculate Investment Performance Analytics for Alts Asset classes, be an SME to support the Alts P&R head
• Assist the Head of Alts P&R to ensure the calculation and delivery of accurate, consistent, relevant and timely investment performance figures and attributions. Ensures adoption of best practice across HSBC Alternatives
• Ability to analyse fund performance for various alternative assets like private equity, hedge funds, real estate, and infrastructure debt for reports
• Strong prioritization and effective communication skills required in order to manage the process flow and meet our targets and INS needs
• Assist in the oversight and delivering of “Alternative Investor Reports, Client and Mandate Reports and Factsheets” as per the SLA’s
• Manage the stakeholders by having a constant line of communication and proactively considering the issues and plan for key risks and developments
• Work closely with the wider HSBC Alternatives & AMG team and other stakeholders to suggest process improvements and increase the efficiency of the process to better service the INS clients
• Assist Alts P&R head to ensure that reporting services are streamlined and capabilities improved, through the development of infrastructure and operating models
• Assist Alts P&R head in compiling business requirement specification, work-stream prioritization, and acts as a lead for change projects for the Alts asset class  Reporting
• Team player, willing to help out and support other team members
• Ability to quickly learn and absorb new tasks, present results to senior Business managers, and cascade knowledge across peers
• Motivate and inspire team members to perform their best and upskill the team members by providing training and guidance where possible

• Post Graduate degree holder with 5+ years of experience in Performance Analysis, Attribution & Reporting function
• Proven ability to work accurately within tight deadlines and ability to collaborate effectively with colleagues. High level of flexibility required
• Attention to detail, strong numerical skills and flexibility/willingness to adapt to changes in demand is a must
• Strong interpersonal skills are sought as he/she would need to liaise with multiple individuals/departments to obtain data
• Good understanding of asset management and performance measurement for alternatives essential
• Proactive and positive attitude towards change
• Strong PowerPoint/MS-Excel skills desired
• Excellent organizational and communication skills

What additional skills will be good to have?

• CFA/CAIA holder or working towards CFA/CAIA
• Alteryx, Tableau, SQL & VBA
• Experience in Alternatives and Performance Reporting function
• Strong knowledge of financial products especially alternatives assets like private equity, venture capital, real estate, hedge funds and infrastructure

When applying, please submit a full resume and attach your appraisal reports for the last two performance years. Your local internal application policy should be followed. For internal applicants in Hong Kong with less than twelve months in their current role, please also obtain and enclose the endorsement from your current line manager in the application as well; for more information, you can visit HRDirect and search for content "HKG: Do I need any approval to look for internal career opportunities?".

You’ll achieve more at HSBC.

Candidate with less relevant experience or skills may be offered a lower Global Career Band than stated above.

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.