Analyst, Institutional Client Group

HSBC Global Services Limited•New York, NY

About The Position

HSBC is seeking an Analyst to join its Institutional Client Group (ICG) Coverage team in North America. The role supports relationships with institutional investors and financial institutions, including insurers, banks, financial sponsors, hedge funds and FinTechs. Working with senior coverage bankers, product specialists and regional teams, the Analyst will help understand clients’ strategic priorities, identify opportunities and coordinate HSBC solutions across capital markets, securities services, structured finance, transaction banking and asset management. This relationship-led position provides broad exposure to institutional banking and contributes to business origination, client retention, and transactions that are commercially sound, appropriately risk-managed and compliant with internal policies and external requirements. The Analyst will work with senior stakeholders and teams across regions and businesses to help institutional clients invest, manage risk, transact and grow across markets. HSBC is committed to employing only people authorized to work in the United States and will not provide immigration sponsorship for this position. Final fixed pay depends on factors including responsibilities, skills, experience, education, licensing and work location.

Requirements

Experience in investment banking, capital markets, securities services, structured finance, transaction banking, asset management or a related financial services discipline.
Strong financial analysis and commercial judgment, including the ability to understand complex client needs and identify practical solutions.
Understanding of credit risk, financial crime risk, risk mitigation and the importance of operating within a controlled environment.
Ability to manage multiple priorities, meet deadlines and deliver accurate work in a fast-paced, collaborative team.
Strong written and verbal communication skills, including the ability to prepare clear presentations and briefing materials.
Confidence working with senior stakeholders and building effective relationships across clients, products and control functions.
Proactive, curious and collaborative approach, with the judgment to escalate issues when appropriate.
Genuine interest in institutional markets and the evolving needs of financial institutions.
FINRA Series 7, Series 63 and Series 79 licenses are required; a contingency period to obtain them may be available at the hiring manager’s discretion.
Must be legally authorized to work in the United States; HSBC will not provide immigration sponsorship.

Responsibilities

Support senior coverage bankers in managing relationships with North American institutional clients.
Develop an understanding of clients’ businesses, strategies, financial performance, risk profiles and priorities.
Research market developments, client sectors and competitive dynamics to identify potential opportunities.
Identify and coordinate relevant HSBC products and capabilities across capital markets, securities services, structured finance, transaction banking and asset management.
Prepare client meeting materials, briefing notes, presentations, account plans and internal updates.
Work with product, credit, legal, compliance, financial crime and risk teams to support effective transaction execution.
Analyze opportunities for risk, return, profitability, client value and alignment with HSBC’s risk appetite.
Support management of credit and financial crime risks across the client portfolio.
Coordinate with colleagues in Corporate and Institutional Banking, Commercial Banking, Wealth and Personal Banking, Asset Management and international markets.
Track client activity, revenue opportunities, pipeline development and follow-up actions.
Contribute to client planning, business reviews, customer satisfaction initiatives and revenue-generation objectives.
Share knowledge with colleagues and support the development of more junior team members.