Investment Analyst
London (Greater London) Accounting / Management control
Job description
Role Title: Investment Analyst
Business: Asset Management
New or Existing Role? Existing
Grade: GCB5
Role Purpose
· Investment Analyst to be part of the Frontier Markets team. The Frontier Markets team runs Frontier equity funds and is part of the Global Emerging Markets team. The person will be expected to perform fundamental investment analysis of companies and markets within Frontier countries and select Emerging Market countries and contribute to portfolio construction
Key Accountabilities
Impact on Business
· Perform investment analysis on companies within the portfolio and the broader investment universe
· Suggest BUY/SELL ideas
· Contribute to discussions around portfolio construction and portfolio management
· Understand and analyze the key macroeconomic and political dynamics of Frontier Markets
Customers / Stakeholders
· Support the other members of the team in client facing activities with external investors and consultants and with internal sales and distribution channels
· Assist with presenting to clients and sales
Leadership & Teamwork
· Be an excellent team player
Operational Effectiveness & Control
· Be able to work independently and to take initiative
· Be able to work under pressure and meet deadlines
Major Challenges
· Must be willing to travel to Frontier Market countries
Role Context
· Role will be based in London in St. James's Street as part of a 3 member team
· The person will have autonomy in performing investment analysis but is expected to fit into the overall investment philosophy applied by the desk (which is research driven, fundamental and mainly bottom-up based)
· The person must be able to think independently and challenge consensus views and must have intellectual curiosity and the necessary analytical skills to analyze companies which are not very well researched by the sell-side and where information barriers are high (relatively)
Role Dimensions
· HSBC Global Asset Management is one of the leading investors in Emerging Markets with AuM of US $140bn in this asset class. The London GEM desk manages around US $9bn, of which US $500m is in Frontier products. This amount is expected to grow as the investment performance of the product has been strong do far.
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 Internal Controls
· Maintains HSBC internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators.
· 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.
· Understanding and Treating Customers Fairly (TCF) principles, HSBC Global Asset Management's TCF philosophy and how this affects your role. Act in a manner that takes account of these principles to ensure fair outcomes for customers
Desired profile
Qualifications :
We are an equal opportunity employer and are committed to creating a diverse environment.