Equity Portfolio Manager, US Equities - HSBC Private Bank

HSBC Global Services Limited•New York, NY

31d

About The Position

Manage US equity portfolios for HSBC Private Bank clients, delivering strong risk-adjusted performance within a fiduciary framework. The role combines US equity research with disciplined portfolio construction and clear communication of investment positioning to internal stakeholders and clients. The portfolio manager will also collaborate on a dividend-focused strategy, support strategy planning and communications, and work across internal control and operational partners to ensure compliance with policies and regulatory expectations.

Requirements

Proven US equity portfolio management experience.
Strong relative value mindset.
Ability to balance research depth with real-world implementation.
Clear communication skills.

Nice To Haves

CFA.
Master’s degree.

Responsibilities

Own portfolio construction, position sizing, rebalancing, and cash-flow management to deliver consistent outcomes within agreed risk limits.
Monitor portfolio risks, including factor, sector, style, concentration, and drawdown risks, and prudently manage Trust accounts in line with OCC Regulation 9 and internal governance.
Collaborate with other Equity Portfolio Managers to co-manage a dividend-focused strategy in addition to other mandates.
Generate high-conviction ideas through fundamental research and analytics, follow the team’s investment philosophy, and contribute to continuous improvement in investment processes and best practices.
Communicate portfolio decisions, performance drivers, and market outlook to peers, product partners, and clients, and support internal and external events as needed.
Partner with product and marketing teams to develop a multi-year plan and compelling narrative for the strategy.
Work with Operations, Legal, Compliance, and Risk; ensure trading and documentation meet policy and regulatory expectations, and escalate issues promptly.