Job description
Our purpose – Opening up a world of opportunity – explains why we exist. Here at HSBC we use our unique expertise, capabilities, breadth and perspectives to open up new kinds of opportunity for our more than 40 million customers. We’re bringing together the people, ideas and capital that nurture progress and growth, helping to create a better world – for our customers, our people, our investors, our communities and the planet we all share.
The Junior Multi-asset Portfolio Manager/ Investment Manager Due Diligence Analyst is responsible for assisting in managing multi-asset portfolios, performing due diligence of third party investment manager and proprietary strategies, supporting business development initiatives and performing administrative investment-oriented activities.
As our Junior Multi-Asset Portfolio Manager you will:
- Construct and optimize multi-asset portfolios consisting of equities, fixed income, liquid alternatives asset under guidance from senior Project Manager (PM), Select appropriate investment vehicles for each asset class and ensure high risk adjusted returns according to program objectives and constraints, with a view to efficiency, quality of service, control of operational risks and respect for ethics
- Research asset classes (e.g. equities, fixed income, liquid alternatives) and develop asset class views to aid in tactical and strategic investment decisions
- Research and promote new investment ideas (both asset classes and investment vehicles) for multi-asset models and seek improvements in US Multi-Asset and the Global Multi-Asset platforms and multi-asset investment processes. This includes actively participating in investment committees, research projects, strategic and thematic forums
- Conduct research and due diligence of third party investment manager and proprietary strategies and subsequent monitoring of approved strategies
- Perform administrative activity to support local investment teams (e.g. proxy voting, model risk management, vendor management)
- Support product development initiatives and enhancement of the product offerings and produce investment performance reports and commentary, including model returns, risk metrics, attribution analyses and peer comparisons
- Work effectively and develop strong working relationships with regional and global peers
- Represent capabilities under management to local and global governance committees and to external audiences
- Ensure compliance, operational risk controls in accordance with HSBC or regulatory standards and policies. Maintain HSBC internal control standards, including the timely implementation of internal and external audit findings
For this role, HSBC targets a pay range between $100,000.00 and $150,000.00
The final fixed pay offer will depend on the candidate and a number of variables, including but not limited to, role responsibilities, skill set, depth of experience and education, licensing/certification requirements, internal relativity, and specific work location.
At HSBC, our overall goal is to provide a competitive Total Reward Package, with an appropriate mix of fixed pay, and variable pay, as part of an employee’s overall total compensation and benefits. Variable pay generally takes the form of discretionary, annual awards (sometimes referred to as a “bonus”). Additionally, HSBC offers a wide range of competitive and flexible benefits designed to help you improve your health and well-being, finances, and lifestyle.
Requisitos
You´ll likely have the following qualifications to succeed in this role:
- Minimum of 5 years of investment management experience
- Knowledge of asset allocation concepts, modern portfolio theory, global markets, portfolio attribution concepts, and risk analysis
- Chartered Financial Analyst (CFA) charter holder required; bachelor’s degree required
- Series 7 and 66, may allow for contingency to obtain them
- Proficient in using portfolio management, analytical and risk tools (e.g., Bloomberg, Morningstar Direct, etc); familiar with investment manager databases (e.g Morningstar, etc); proficient in current programming languages (e.g. Python)
- Ability to communicate investment solutions to audiences of varying levels of sophistication
- Experience in working within dynamic and global teams
In compliance with applicable laws, HSBC is committed to employing only those who are authorized to work in the U.S. Applicants must be legally authorized to work in the U.S. as HSBC will not engage in immigration sponsorship for this position.