Investment Strategist

Job description

Role Title: Investment Strategist

Business: Private Banking

New or Existing Role? New

Grade: GCB5

Role Purpose

· Support the Global Chief Market Strategist in a broad range of responsibilities, including:
· Input into the Global Investment Committee's market views decision making process
· Help with the all global house view publications – including editing and writing
· Support the head of asset allocation by developing relevant tools and materials related to the strategic asset allocation (SAA)

Key Accountabilities

· The role includes analytical, writing and editing responsibilities
· Develop and update monthly chart pack ahead of each Global Investment Committee meeting.
· Monitor portfolio risk, positioning and performance, and quantitative market indicators.
· Help draft sections of house view publications
· Provide support to the Head of Asset Allocation in annual updates to the SAA

Customers / Stakeholders

· Global Investment Strategy Team: the position is in London but the candidate will work with colleagues in New York, Hong Kong, Singapore and Geneva as well.
· Work collaboratively with colleagues from the investment, product and sales teams

Leadership & Teamwork

· Strong team-player

Operational Effectiveness & Control

· Attention to detail
· Be able to work independently
· Be able to work under pressure and meet deadlines
· Support the team to maintain a research, analytics and risk framework

Management of Risk

· The candidate needs to be aware of Operational Risk associated with the role and acts in a manner that takes into account operational risk considerations

Desired profile

Qualifications :

Knowledge & Experience / Qualifications

·  The ideal candidate will have:

o A passion for asset allocation and financial markets

o Strong analytical skills

o Around 3-5 years experience working in investment strategy, multi-asset investing or portfolio construction,

o Knowledge of portfolio optimisation and risk modelling techniques

o Experience in data analysis, statistical and econometric modelling

o Excellent written and verbal communication skills

Qualifications:

·  CFA, FRM, CQS designation or similar, or progress towards these
·  Degree educated in Economics, Finance, Quantitative Finance, Computer Science, Statistics, or similar

Leadership/delivery skills

·  Strong English language skills, both written and verbal

Stakeholder Relationship skills

·  Be a motivated team player, flexible in approach, and able to work independently

I.T. Skills

· Knowledge of Excel VBA, R, MATLAB, Python, or similar

·  Experience with third party risk management tools such as Aladdin, BarraOne, or similar are a plus

As a business operating in markets all around the world, we believe diversity brings benefits for our customers, our business and our people. This is why HSBC is committed to being an inclusive employer and encourages applications from all suitably qualified applicants irrespective of background, circumstances, age, disability, gender identity, ethnicity, religion or belief and sexual orientation.

We want everyone to be able to fulfil their potential which is why we provide a range of flexible working arrangements and family friendly policies.

https://www.hsbc.co.uk/1/2/popups/uk-privacy-statement#/ overview