Job description

Some careers have more impact than others.

If you’re looking for a career where you can make a real impression, join HSBC and discover how valued you’ll be.

Retail Banking and Wealth Management serves more than 50 million customers worldwide with a complete range of banking and wealth management services to enable them to manage their finances and protect and build their financial futures. It is a global business that brings together management responsibility for Retail Banking, Wealth Management, Insurance and Asset Management with a focus on customer-centric propositions and innovative and efficient distribution channels.

We are currently seeking an ambitious individual to join our team as a Portfolio Analytics and Design Analyst, working together with colleagues to define, manage and achieve divisional business targets.

Role Purpose

The Portfolio Analytics and Design Analyst will assist in providing comprehensive portfolio analysis and interpretation on core products across global investment strategies (with a focus on Fixed Income and Multi-Asset strategies). The role will focus in providing support to the Investment team in utilizing the internally developed portfolio analytical tools in analysing investment product and strategies managed across the Global Fixed Income and Multi-Asset business. The role will also involve working with Portfolio Managers to create ad hoc analytical tools and participate in business change projects to enhance the analytical functionalities to meet the continuing growing demand from the Investment Team.

In this role, you will:

• Provide support for the front office analytical tool set, primarily HSBC Analytics (in-house analytical toolset)
• Maintain and provide a thorough understanding of investment risk models, our multi-process investment framework, the drivers of market risk and the implications on product performance and attribution
• Design and creation of new kinds of risk analytics to help portfolio managers to have a better understanding of their portfolio risks and exposures
• Provide support for ad-hoc business requests; such as introducing new analytics, enhancing current portfolio analysis tools, and reviewing current data and delivery processes, to improve user experience
• Encourage proliferation of investment analytics to the front office and senior management
• Liaise with regional offices to ensure successful implementation of the global investment themes and principles to ensure the front office remains symbiotic and well integrated
• Create thorough documentation of tools and processes in order to encourage a self-service culture amongst users
• Assist in the oversight of the global investment platform

Requirements

To be successful in the role, you should meet the following requirements:

• Strong analytical and problem solving skills. Highly numerate and organised. Good attention to detail
• A good understanding of techniques in portfolio management and performance attribution. A good understanding of financial markets and financial instruments
• A good understanding of risk sensitivities, modern portfolio theory and security analysis
• Good communication skills, both verbal and written
• A positive and proactive attitude with flexibility to accommodate a changing environment and a willingness to take on new responsibilities
• A good academic record; preferably with specialisation in finance or from an analytics background in a portfolio analytics, performance, or investment risk systems support role
• Practical experience working with risk or other analytical systems and with a working knowledge of performance attribution
• Knowledge of programming within VBA, Python, R or similar. Confident with MS Excel

You’ll achieve more when you join HSBC. 

https://mycareer.hsbc.com/external

HSBC is committed to building a culture where all employees are valued, respected and opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working and opportunities to grow within an inclusive and diverse environment. Personal data held by the Bank relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website.

Issued by The Hongkong and Shanghai Banking Corporation Limited.