Description
We are seeking an Investment Associate for HSBC Ventures. In this exciting role, you’ll bring your investing experience to HSBC Ventures, where you’ll work at the intersection of venture capital, financial services and emerging technology.
You’ll source and assess high-potential companies, lead rigorous diligence and valuation work, support portfolio growth and use AI-enabled methods to improve how investments are identified and managed.
As an HSBC employee in the UK, you’ll have access to tailored professional development opportunities and a competitive pay and benefits package. This includes private healthcare for all UK-based employees, enhanced maternity and adoption pay and support when you return to work, and a contributory pension scheme with a generous employer contribution.
In this role, you will:
- Execute investments: Assess companies, conduct due diligence, analyse business models and financials, build valuations and prepare investment papers.
- Coordinate transactions: Support legal-document reviews and manage advisers and internal stakeholders through the investment process.
- Source new opportunities: Build an investment pipeline using AI-enabled research, sector analysis and internal and external networks.
- Monitor portfolio companies: Track valuations and financial performance, support introductions, assess follow-on investments and contribute to exit analysis.
- Develop junior colleagues: Manage, mentor and support Analysts while coordinating multiple workstreams across the team.
To be successful in this role you should have the following skills:
- Financial analysis, including corporate finance, accounting, financial modelling and company valuation.
- Investment banking, management consulting, private equity or venture capital.
- The start-up, technology and fintech ecosystems, with the ability to assess early-stage investment opportunities.
- Use of AI tools and data-driven methods for research, sourcing, due diligence, analysis and investment reporting.
- Experience building relationships with founders, investors and internal stakeholders, while mentoring junior colleagues and managing multiple workstreams.