Head of Investor Relations

Location:Greater London
Job Type:Full Time
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Description

Role Title: Head ofInvestor Relations

Business: Asset Management

New or Existing Role –New

Grade: GCB4

Role Purpose

  • To support the AMG Alternatives

product range incorporating HAIL (‘HSBC Alternative Investments Ltd’) and

HSBC Global Asset Management (UK) Ltd (“AMEU”) alternative products. HAIL

is a wholly owned subsidiary of AMG specialising in alternative investment

products. HAIL offers investment

strategies in Fund of Hedge Funds, Institutional Hedge Fund mandates, Real

Estate, Private Equity and Private Debt.

HAIL is the Group Centre of Reference for Hedge Funds / Private

Equity and AMEU has developed an infrastructure debt capability.

  • The Head of Investor Relations is responsible for working with senior product

specialists to define the strategy for responding to investor

communication, drafting product presentations and factsheets. The

individual will provide ongoing support to a range of stakeholders across

asset management to provide timely and accurate content, working with

Senior Product Specialists, the Sales force/Client Segments and the

Investment team to ensure that their views/positioning and capacity for

investment is communicated to the relevant clients and stakeholders. Where

necessary, the Head of Investor Relations will represent the AMG,

Alternatives to clients and prospects and support product launches in the

Private Bank.

Key Accountabilities

Impacton Business

  • Managing a team of

junior product specialists to support internal stakeholders in providing

timely responses to investor queries

  • Providing support

to Senior Product Specialists in working with clients

  • Promoting

AMG, Alternatives as a centre of Excellence for Alternative Investments

generally, both within the HSBC Group and externally amongst clients and

advisers

  • Implementing

growth and efficiency initiatives to maintain a high quality service

offering.

  • At the request of

Client Directors to attend client meetings as well as seminars/events

  • Provide thought

leadership in product space, to include written materials for external

publication

  • Positioning versus

competitors

  • Proactively

communicate sales propositions and investment opportunities

  • Reporting:

writing/editing/reviewing client reporting where necessary

  • Materials:

producing pitch books and launch materials

  • Launches: work

with client proposition team to coordinate campaigns, providing on-going

support, materials

  • Investor Relations: on-going

support both internal and external

  • Ensure AMG’s Alternatives

capability is represented in industry award events

Customers /Stakeholders

  • HAIL CEO
  • HAIL Senior

Product Specialists

  • HAIL Investment

Team Heads

  • Client Directors
  • HSBC Global

Private Bank

  • HSBC Insurance
  • Group

institutional clients

Leadership &Teamwork

  • To represent the business to

internal and external clients

  • To expand product knowledge of Alternatives

within AMG and the Private Bank

  • Lead by example and instil a sense

of accountability for all employees.

  • Deliver fair outcomes for our

customers and ensure own conduct maintains the orderly and transparent

operation of financial markets

  • Ensure team continues to be recognised as

the best in class service provider for Alternatives to the Private Bank

and HSBC clients.

OperationalEffectiveness & Control

  • Manage the

processes, infrastructure and resources needed to deliver agreed team

plans and targets, identifying and implementing improvements and

collaborating with colleagues to maximise end to end integration,

effectiveness and efficiency.

  • Work in tandem with

Risk and Compliance to ensure the procedures and controls in place are fit

for purpose.

Major Challenges

  • Ensuringthat the business can meet the potential demand for Alternatives products whileensuring the quality of the service and products remains of the highestquality.
  • Ensurethat our services become scalable and maintain quality of delivery.
  • Improvethe aftersales and coverage, training of key stakeholders.

Role Context

  • Thecompany is an investment advisor to private and institutional clients withrelation to funds of funds, feeder funds and segregated mandates of hedgefunds, private equity and real estate

Role Dimensions

  • AMG, Alternatives has AUM and

client commitments of circa USD 30bn in institutional and private client

money.

Management of Risk

  • Is aware of the Operational Risk

scenario associated with the role and acts in a manner that takes account

of operational risk considerations.

Observation of InternalControls

  • Thejobholder will implement measures to contain compliance risk across thebusiness area. This will be achieved by liaising with Compliance departmentabout business initiatives at the earliest opportunity. Also and whenapplicable, by ensuring adequate resources are in place and training isprovided, fostering a compliance culture and optimising relations withregulators.
  • Understands, follows and

demonstrates compliance with all relevant internal and external rules,

regulations and procedures that apply to the conduct of the business in

which the jobholder is involved, specifically Internal Controls and any

Compliance policy including, inter alia, the Group Compliance policy.