Investment Analyst – CIO Front Office, HSBC Asset Management
Location: Birmingham
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If you’re looking for a role where you can continue to make an impression, take the next step at HSBC where your contributions will always be valued.
HSBC Asset Management, the investment management business of the HSBC Group, serves HSBC’s worldwide customer base of retail and private clients, intermediaries, corporates and institutions invested in both segregated accounts and pooled funds. HSBC Asset Management fulfils its purpose of connecting HSBC’s clients with investment opportunities around the world through an international network of offices in approximately 30 countries, delivering global capabilities with local market insight.
The Governance team plays a pivotal role of supporting the Front Office Investment function, providing investment governance and process oversight across the entire suite of HSBC Asset Management funds. The team provides detailed analysis on investments using various quantitative and qualitative tools, applying a quantitative understanding of investment risk models to recognise and query the drivers of market risk and the implications on product performance and attribution. The team is also responsible for Investment Process oversight to ensure the application of robust, transparent and consistent processes, as well as to maintain the integrity and strengthen the efficacy of Investment Excellence, all of which ultimately lead to better client outcomes. The Governance team also provide insightful and timely investment commentary to senior stakeholders and Board members.
We are currently seeking an individual to join this team as Investment Analyst. In this role you will be responsible for providing effective oversight of all funds and mandates across the Front Office, covering Equity, Fixed Income, Multi-Asset, Quantitative Equity & Liquidity, across Global and International offices within HSBC Asset Management.
In this role, you will:
- Provide comprehensive portfolio and market analysis to the global CIO office and the front office function for all investment strategies managed globally by HSBC AMG.
- Demonstrate understanding in Fixed Income, Equities and Multi-Asset product strategies and products. Build knowledge of the core funds and their objectives.
- Demonstrate an understanding of volatility and return by analysing key risk and performance drivers, asking insightful questions and providing challenge at quarterly governance meetings.
- Demonstrate an understanding of investment strategies and analyse the successful application of said process. Support the organisation and function of the Investment Process Committee. Act as a guide and advisor to teams undergoing process reviews and provide quality materials at review meetings.
- Maintain Investment Excellence measures and assist in the ongoing development of the Investment Excellence Framework.
- Deliver insightful and well-written Investment commentary. These can range from short market commentaries and high-level summaries of key performance and volatility drivers across the entire front office, to detailed fund analysis and security selection.
- Enhance and streamline processes and analysis tools to facilitate better challenge and process management. Monitor key statistics to understand if and confirm that funds behave in line with expectation’s given the market environment.
- Support the head of the team to develop and maintain the Governance process and Investment Oversight and Investment Excellence framework.
To be successful in the role, you should meet the following requirements:
- A holder of or working towards a professional qualification such as IMC, CFA or FRM is essential for this role
- Strong analytical and problem-solving skills; highly numerate and organised with good attention to detail
- Interested in financial markets and financial instruments
- A good understanding of risk sensitivities, modern portfolio theory and security analysis.
- Some understanding of the techniques used in portfolio management would be desirable
- Great communication skills, both verbally and written
- Confident with stakeholder engagement at all levels
- A positive and proactive attitude with flexibility to accommodate a changing environment and a willingness to take on new responsibilities
This is a Hybrid working role with the base location as Birmingham. The successful candidate will have to have the ability to commute to this location.
You’ll achieve more when you join HSBC.
At HSBC we look to enable our employees to better balance their work / life priorities and have the flexibility required to meet challenging needs as they progress through different life stages. Where possible we will consider the following flexible working options: part-time working, job sharing, term-time working, and working from home and staggered hours. If in considering a role with HSBC, you have a need for some flexibility in your working arrangements please discuss this with the recruitment team in the early stages of the application process.
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:
Email: [email protected]
Telephone: +44 2078328500.
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. This means we will avoid circumstances in which the appearance or possibility of conflicts of interest may exist within the hiring process.”