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 Implementation Specialist, working together with colleagues to define, manage and achieve divisional business targets.

Role Purpose

The role is to provide support across the Active Equity team on their range of strategies and to implement trading following models provided by the PMs. Working with the investment team to build tools to assist with portfolio and risk management and to support process developments and governance activities across the platform. The role will report to the Senior FMA and will be part of the wider Equities team which runs a number of strategies spanning Global, Emerging and Frontier Markets.

In this role, you will:

• Support PMs on the Active Equity team by generating cash, performance, fund holdings and trading reports.
• Load investment decision trades and managing flow related trades following guidelines provided by PMs.
• Develop tools and reports to assist the PMs
• Support governance activities across the platform
• Support process developments and quantitative research across the equities platform
• Ensure investment guidelines and regulatory and internal compliance requirements are met
• Support testing of IT projects, including system upgrades and new investment tools.
• Deal desk, back and middle office liaison.
• Support fund launches, transitions

Requirements

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

• This is a regulated role requiring the IMC Qualification. If not already held, the role-holder will be required to complete this qualification once in the role.
• High level of accuracy and attention to detail under pressure
• Be comfortable sourcing, checking and working with large volumes of data
• Experience using Bloomberg and Bloomberg AIM an advantage
• Coding skills an advantage
• Knowledge of quantitative methods an advantage

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.

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 ethnicity, religion, age, physical or mental disability/long term health condition, marital status, sexual orientation, gender identity, gender expression, genetic information (including characteristics and testing), military and veteran status, and any other characteristic protected by local law in the jurisdictions in which we operate. Within the work place you will have access to various employee resource groups which aim to promote and achieve a healthy work / life balance and support our diversity ambitions. HSBC has in place processes in order to avoid nepotism, which means to avoid creating circumstances in which the appearance or possibility of conflicts of interest may exist within the hiring process.