Investment Associate

If you’re looking to take an exciting new direction with your HSBC career, an internal move can open the door to many opportunities, allowing you to take on a new challenge and develop your skills. Bring your knowledge of our brand to a new role and grow yourself further.
A move across the business allows you to continue to access tailored professional development opportunities and our fantastic benefits packages.

We are currently seeking an experienced individual to join this team in the role of Investment Associate.

In this role, you will:

1. Investment Research & Analysis: Conduct market research, financial analysis, and company assessments to support investment decision-making.
2. Due Diligence & Financial Modeling: Assist in investment due diligence, financial modeling, and valuation exercises to evaluate opportunities.
3. Deal Support & Execution: Support senior team members in preparing investment papers, managing approval processes, and tracking transactions.
4. Portfolio Monitoring & Reporting: Assist in tracking financial and strategic performance of portfolio companies and preparing internal reports.
5. Business Development & Stakeholder Engagement: Support the team in identifying and evaluating new commercial opportunities within HSBC’s business lines.

To be successful in this role you should meet the following requirements:

1. Foundational Transaction Experience: Exposure to private equity, M&A, or venture capital, with hands-on experience in financial modeling and due diligence.
2. Financial & Analytical Skills: Strong ability to analyze financial statements, assess business models, and evaluate investment opportunities.
3. Research & Communication: Ability to conduct industry research, summarize key insights, and present findings effectively.
4. Stakeholder Engagement: Strong interpersonal skills to work with both internal HSBC teams and external investors or startups.
5. Passion for Technology & Innovation: Interest in emerging technologies, startups, and the future of financial services.

Continue to grow with our internal opportunities. 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, meaning we will avoid circumstances in which the appearance or possibility of conflicts of interest may exist within the hiring process.

We believe that being open to a range of perspectives and cultures is vital for our business. We work hard to ensure our diverse and inclusive workplace reflects the communities we serve. We want everyone to achieve their potential – regardless of their gender, ethnicity, disability, religion, sexual orientation or age. If you have a different way of seeing the world, we are interested in hearing from you.

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.