Product Specialist Analyst

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.

The Product Specialist Analyst is responsible for supporting the Product Specialist team across all asset classes, including sales initiatives as well as smooth functioning of day-to-day related activities.  The role will serve as the effective “link” between the portfolio management teams, distribution (both locally and globally), product teams, client proposition, and marketing.

As our Product Specialist Analyst you will:

·  Develop and maintain a high level of product knowledge relating to portfolio management and wealth solutions
·  Work with the Product Specialist and Product Development to structure all aspects of investment offerings, coordinating reviews by internal and external parties, creating presentation materials and coordinating client engagements
·  Interface with investment teams and fund managers to understand the investment offerings in order to maintain and advance HSBC’s competitive position. Provide strategic recommendations for new products. Serve as feedback mechanism from the marketplace to the investment process.
·  Create and/or maintain a marketing and distributions materials on for products from traditional to alternatives including investment process, philosophy, and portfolio construction methodologies.
·  Develop tools to help portfolio teams communicate and present consistent investment messages.
·  Support and conduct periodic investment training for sales and marketing professionals in various sales channels.
·  Internally promote the capability with the sales teams through regular update calls and proactively communicate sales propositions and investment opportunities
·  Assist in achieving AUM growth targets and client retention targets
·  Provide frequent investment updates and market commentary to client facing staff
·  Proactive and productive relationship with all business partners, especially distribution and product management.
·  Attend client meetings, seminars and internal and external industry events
·  Build strong working relationship with local and global stakeholders such as Portfolio Managers, Legal, Compliance, Operations, etc.

For this role, HSBC targets a pay range between $86,700.00 and $130,100.00

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:

·  3+ years experience in similar roles 
·  High level of professional and personal integrity
·  High Proficiency in MS Office applications (PowerPoint, Excel, Word etc.)
·  Experience with Bloomberg, Aladdin and Addepar preferred 
·  Strong analytical skills and very organized
·  Developed verbal, presentation, written and interpersonal communications skills
·  Demonstrated experience in sales or marketing business
·  Attention to details and strong at following through
·  Very resourceful, ability to get up to speed quickly and multi-task
·  Undergraduate degree in finance or business
·  Some project management experience preferable
·  Basic understanding of modern portfolio theory, and main asset classes (bonds, equities, alternative investments)
·  Growth mindset; humble, hungry, and motivated
·  FINRA licenses 7-63-65 or 66(in lieu of 63 and 65)

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.