Investment Associate

Role overview

What you will do

• Assess companies, conduct due diligence, analyse business models and financials, build valuations and prepare investment papers.
• Support legal-document reviews and coordinate advisers and internal stakeholders through investment transactions.
• Build an investment pipeline through AI-enabled research, sector analysis and internal and external networks.
• Monitor portfolio companies and track valuations and financial performance.
• Support introductions, assess follow-on investments and contribute to exit analysis.
• Manage, mentor and support Analysts while coordinating multiple workstreams.

Skills and experience

• Financial analysis, including corporate finance, accounting, financial modelling and company valuation.
• Experience in investment banking, management consulting, private equity or venture capital.
• Knowledge of start-up, technology and fintech ecosystems and ability to assess early-stage investment opportunities.
• Use of AI tools and data-driven methods for research, sourcing, diligence, analysis and investment reporting.
• Experience building relationships with founders, investors and internal stakeholders.
• Ability to mentor junior colleagues and manage multiple workstreams.

Employee benefits

• UK-based employees have access to professional development opportunities and a competitive pay and benefits package.
• Benefits include private healthcare, enhanced maternity and adoption pay and return-to-work support, and a contributory pension scheme with employer contributions.

About HSBC