Financial Adviser jobs in Writtle

If you’re looking for a career that will help you stand out, join HSBC, and fulfil your potential - whether you want a career that could take you to the top, or an exciting new direction, we offer opportunities, support and rewards that will take you further.

We’re 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.

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.

It’s an opportunity to combine analytical depth with real market influence inside HSBC

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.

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 contact the Recruiter.