Fund Management

Job description

Job description

Purpose of the position:

Contribute to the design, execution, implementation and monitoring of the investment strategy of multi-asset portfolios, as well as institutional mandates and other mandates, agreed by the Investment Committee through a fundamental analysis that allows the selection of investment assets with the best prospects and that maximize the performance of the portfolios and mandates, while maintaining compliance with investment restrictions at all times, as well as regulatory and normative guidelines.

Main responsibilities:
• Develop fundamental and market analysis for eligible financial instruments with the objective of selecting attractive assets for the different mandates and investment funds.
• Contribute to ensuring that the multi-asset investment strategy meets the investment objectives of each client.
• Assist in ensuring the necessary liquidity to cover the cash requirements requested by clients and mandate owners.
• Contribute to the planning of the strategy to be implemented in each portfolio, in such a way that it maximizes the return on assets while following at all times the regulations established in the prospectus and in the mandates.
• Support in ensuring compliance with regulations, internal parameters and investment restrictions.
• Create local committees on multi-asset portfolio investment strategy issues in which the results related to portfolio performance will be delivered
• Contribute to positioning the multi-asset team as best in class inside and outside the institution, and thus maintain high performance in investment portfolios.
• Contribute to the operational efficiency of the multi-asset team, maintaining regulatory certifications and aligning the way of working with all related areas to optimize the quality of the final product.

Requirements

Knowledge and experience:
• Bachelor's degree in Economics / Administration / Actuarial Science / Engineering or similar.
• Knowledge of mathematics, financial markets, statistics and economics.
• Knowledge of the various financial markets (capital, debt, forex and derivatives) both local and foreign
• CFA desirable.
• AMIB certification figure 3.
• Advanced command of financial English.
• Ability to communicate investment ideas, both in writing and to the committee and investment teams outside of Mexico
• Knowledge of the Mexican market, as well as the internal and external factors/events that impact it (political, economic, social, etc.)
• Desirable work experience of more than 3 years in similar Portfolio Management roles.

At HSBC we are committed to building a culture where all employees and customers are valued regardless of their gender, age, sexual orientation, ethnicity, disability, religious belief, background or any other different personal aspect.

HSBC employees act by showing integrity with courage, standing firm in what is right. We are trustworthy, we show different ideas and cultures and we are connected with customers, the community, regulators and each other.

At HSBC we are focused on guaranteeing gender equality and constant training for our employees, as well as protecting their labor and social rights.

“At HSBC we offer our colleagues a greater number of days so that they can fully enjoy their wedding, take care of the new member of the family, or grieve the loss of a family member. Our paid leave package is at the forefront in Mexico, now you have one more reason to be HSBC and proudly live a culture of well-being, balance and care”.