Junior Multi-Asset Portfolio Manager

HSBC • New York, NY

189d • $100,000 - $150,000 • Hybrid

About The Position

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 Junior Multi-asset Portfolio Manager/ Investment Manager Due Diligence Analyst is responsible for assisting in managing multi-asset portfolios, performing due diligence of third party investment manager and proprietary strategies, supporting business development initiatives and performing administrative investment-oriented activities.

Requirements

• Minimum of 2 years of experience with multi-asset portfolios, conducting asset class investment research (equities, fixed income and alternatives) or conducting investment manager due diligence.
• Minimum of 5 years of investment management experience.
• Knowledge of asset allocation concepts, modern portfolio theory, global markets, portfolio attribution concepts, and risk analysis.
• Chartered Financial Analyst (CFA) charter holder required; bachelor's degree required.
• Series 7 and 66, may allow for contingency to obtain them.
• Proficient in using portfolio management, analytical and risk tools (e.g., Bloomberg, Morningstar Direct, etc).
• Familiar with investment manager databases (e.g Morningstar, etc).
• Proficient in current programming languages (e.g. Python).
• Ability to communicate investment solutions to audiences of varying levels of sophistication.
• Experience in working within dynamic and global teams.

Responsibilities

• Construct and optimize multi-asset portfolios consisting of equities, fixed income, liquid alternatives asset under guidance from senior Project Manager (PM).
• Select appropriate investment vehicles for each asset class and ensure high risk adjusted returns according to program objectives and constraints.
• Research asset classes (e.g. equities, fixed income, liquid alternatives) and develop asset class views to aid in tactical and strategic investment decisions.
• Research and promote new investment ideas (both asset classes and investment vehicles) for multi-asset models.
• Conduct research and due diligence of third party investment manager and proprietary strategies and subsequent monitoring of approved strategies.
• Perform administrative activity to support local investment teams (e.g. proxy voting, model risk management, vendor management).
• Support product development initiatives and enhancement of the product offerings.
• Produce investment performance reports and commentary, including model returns, risk metrics, attribution analyses and peer comparisons.
• Work effectively and develop strong working relationships with regional and global peers.
• Represent capabilities under management to local and global governance committees and to external audiences.
• Ensure compliance, operational risk controls in accordance with HSBC or regulatory standards and policies.

Benefits

• Competitive pay and benefits package including a robust Wellness Hub.
• Tailored professional development opportunities.
• Industry-leading volunteerism policy.
• Generous matching gift program.
• Comprehensive program of immersive Sustainability and Climate Change Initiatives.
• Employee Resource Groups for networking and development.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Industry: Credit Intermediation and Related Activities
• Education Level: Bachelor's degree