Jr Portfolio Analyst
New York, USA Accounting / Management control
Job description
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.
Responsible for daily/monthly portfolio positioning and risk reports. Build a detailed knowledge of the fixed income investment process, portfolios, objectives, risk metrics, and guidelines. Look to enhance existing and develop new analytical tools and reports where possible. Key point person for US Credit Team with HSBC’s internal quantitative team. Have a deep understanding of the risk calibration process and outputs. Be able to develop and update risk calibrations for existing portfolios and proposals.
As our Jr Portfolio Analyst you will:
· Work in tandem with senior/more experienced Portfolio Analyst to share responsibilities for inputs and outputs toward the Global Fixed Income Process/Platform
· Work with Investment team to implement trades, rebalancing and maintenance of portfolios of Innovation Bank clients versus model portfolios
· Work with Portfolio Analyst(s) on behalf of US Credit team regarding HSBC’s proprietary analytics system. Have a deep understanding of the module and liaise with internal analytics team to roll out new features and developments. Enhance existing processes where applicable
· Ownership of key meeting collateral and inputs for weekly and bi-weekly committees
· Work closely with Portfolio Managers, Investment Specialist and RFP teams producing qualitative and quantitative materials including ad-hoc marketing collateral
· Learn Captain function in State Street in order to process corporate actions on behalf of PMs
· Collaborate with Portfolio Managers on long-term initiatives to enhance the portfolio analytics process
For this role, HSBC targets a pay range between $71,400.00 and $107,000.00
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.
Requirements
You´ll likely have the following qualifications to succeed in this role:
· Two years or less of experience in Portfolio Management and Global Fixed Income Process/Platforms
· Be a team player, provide support for the fund managers, with an objective to deliver optimal portfolio returns
· Bachelor’s Degree in Economics, Business Administration or other degrees alike
· Effective use of current systems and support development of new tools to enhance the efficiency of the platform
· Effective management of analytical priorities
· High level skills in Excel and Python desired
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.
As an HSBC employee, you will have access to tailored professional development opportunities to ensure you have the right skills for today and tomorrow. We offer a competitive pay and benefits package including a robust Wellness Hub, all in a welcoming, diverse and inclusive work environment. You will be empowered to drive HSBC’s engagement with the communities we serve through an industry-leading volunteerism policy, a generous matching gift program, and a comprehensive program of immersive Sustainability and Climate Change Initiatives. You’ll want to join our Employee Resource Groups as they play a central part in life at HSBC, including the development of our employees and networking inside and outside of HSBC. We value difference. We succeed together. We take responsibility. We get it done. And we want you to help us build the bank of the future!
All qualified applicants will receive consideration for employment without regard to age, ancestry, color, race, national origin, ethnicity, disability or medical condition, genetic information, military or veteran service, religion, creed, sex, gender, pregnancy, childbirth, caregiver status, marital status, citizenship or immigration status, sexual orientation, gender identity or expression or any other trait protected by applicable law.