Senior Equity Portfolio Manager
HSBC Group
In compliance with applicable laws, HSBC is committed to employing only those who are authorized to work in the US. HSBC may engage in immigration sponsorship for this position if needed.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 Senior Equity Portfolio Manager is responsible for the ongoing management of the US equity portfolios in the proposition, including delivering strong investment performance and effectively managing risk. This also includes managing the team of Project Managers and analysts that support the various strategies offered.This position requires a strong domain expertise in US equity research and portfolio management, including strong equity portfolio management and investment research with a tangible and successful performance track record.The role is expected to collaborate and share with equity portfolio managers and research analysts, responsible investment experts and other internal stakeholders, and supporting the commercial success.As our Senior Equity Portfolio Manager you will:Follow team established investment philosophy and processes in security selection and portfolio constructionEvaluate and optimize portfolios to improve returns and manage riskMonitor portfolios for necessary adjustments, rebalancing assets based on market movements, cash flows, and performance deviationsUtilize financial models and analytics tools to generate insights, supporting data-driven decision-makingConduct regular reviews of portfolio performance and risk metricsParticipate and communicate high conviction portfolio holdings with equity peers and other stakeholdersContribute toward developing best practices in equity research and portfolio managementDevelop a multi-year business plan together with product specialists and marketingDevelop a strong narrative for investment strategiesParticipate in internal and external client eventsPresent investment strategies, performance, and market outlook with internal and external clientsSupport and oversight of the end-to-end derivatives process e.g. Operations, Legal, Compliance, Risk, etcLead, mentor, and develop a high-performing investment team, foster a culture of excellence and continuous improvementProvide strategic direction and support to portfolio managers, analysts, and tradersPromote collaboration and knowledge sharing within the team and across the organizationContribute to improved and efficient operational controls and processesEnsure all investment activities comply with OCC Regulation 9, including fiduciary responsibilities and prudent investment managementMaintain up-to-date knowledge of regulatory changes and ensure the investment team adheres to all legal and regulatory requirementsPrepare and oversee regulatory communications and audits as requiredManage balance between investment returns and risksPrioritize deliverables effectively considering evolving demands and occasional resourcing constraintsWork with stakeholders to drive portfolio outcome consistencyEnsure all trading activities comply with internal policies and regulatory guidelinesEstablish and maintain robust risk management practices to identify, assess, and mitigate investment and non-financial risksEnsure compliance with OCC Regulation 9 and other relevant regulatory requirementsDevelop and oversee the implementation of risk control measures and proceduresAdhere to processes and controls to identify and mitigate risks and ensure timely escalation of control issues and reputation risksLeadership on regulatory and compliance mattersAs an HSBC employee, you will have access to tailored professional development opportunities to ensure you have the right skills for today and tomorrow. We offer a competitive pay and benefits package including a robust Wellness Hub, all in a welcoming and inclusive work environment. You will be empowered to drive HSBC’s engagement with the communities we serve through an industry-leading volunteerism policy, a generous matching gift program, and a comprehensive program of immersive Sustainability and Climate Change Initiatives. You’ll want to join our Employee Resource Groups as they play a central part in life at HSBC, including the development of our employees and networking inside and outside of HSBC. We value difference. We succeed together. We take responsibility. We get it done. And we want you to help us build the bank of the future!Your final fixed pay offer will depend on the candidate and several variables, including but not limited to, role responsibilities, skill set, depth of experience and education, licensing/certification requirements, internal relativity, and specific work location.All qualified applicants will receive consideration for employment without regard to age, ancestry, color, race, national origin, ethnicity, disability or medical condition, genetic information, military or veteran service, religion, creed, sex, gender, pregnancy, childbirth, caregiver status, marital status, citizenship or immigration status, sexual orientation, gender identity or expression or any other trait protected by applicable law.
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