ODD Research Analyst London, England
Job description
Senior ODD Research Analyst- HSBC Private Banking Global Manager Selection
Location: London (Hybrid)
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HSBC Private Bank seeks to be the leading international private bank for business owners and their families. It provides clients with wealth, business and family succession solutions in the largest and fastest growing markets around the world. At HSBC Private Bank, we put our clients at the centre of everything we do.
We are currently seeking a high calibre professional to join our team as a Senior ODD Research Analyst. The role sits within Global Manager Selection (GMS) which is the designated HSBC Group Centre of Reference in charge of selection, research, and approval of fund management groups, long only funds, and ETFs. GMS is a global team, based in London, Hong Kong, New York, Paris and Bangalore, with research responsibilities across all asset classes encompassing Equity, Fixed Income, and Multi-Asset. The team’s role is to ensure that mutual funds and ETFs recommended to clients or used by Group businesses have been subjected to the Group’s approved due diligence and selection process and have been manufactured by an approved fund management group.
Within GMS the Operational Due Diligence team is responsible for conducting operational due diligence on fund management groups and ETF Providers. The team is responsible for the onboarding and monitoring of 200+third party fund management groups and ETF platforms as well as supporting HSBC Group businesses such as Wealth and Personal Banking, Private Banking, and various Insurance entities, across the globe.
In this role, you will:
- Lead due diligence efforts on prospective fund management groups and ETF Providers in order to identify and assess operational risk issues prior to on-boarding.
- Assess fund management groups to i) understand their structure, ii) evaluate their processes, procedures, and controls, and iii) identify potential reputational risks that the HSBC Group and clients may be exposed to by recommending the manager’s funds.
- Provide HSBC customer groups with a high-quality service, providing updates on ongoing due diligence projects, clearly communicating due diligence outcomes, and handling any queries through to resolution
- Work collaboratively with product providers and stakeholders within the Group
- Actively participate in the approval meetings and processes
To be successful in the role, you should meet the following requirements:
- Proven track record in a similar due diligence or fund research function
- Extensive experience in analysing funds, asset management companies, hedge fund companies or banking institutions is preferable
- Professional qualifications / certifications like a CFA, FRM, MBA or MSc Finance and ESG qualifications a plus
- Robust knowledge / experience of financial markets, macroeconomic environment, risk management, regulations and their application to the financial markets is desirable
- Working knowledge of research tools/databases such as Morningstar and Bloomberg
- Ability to make business decisions and gravitas to articulate and convince stakeholders to support your viewpoint
- Clear & concise communication, with strong writing and presentation skills.
This is a Hybrid working role with the base location as London.
HSBC is committed to being an inclusive employer and providing an inclusive and accessible recruitment process for all. We will provide reasonable adjustments to remove any disadvantage to you being considered for this role. We are proud members of the Disability Confident Scheme, and will offer an interview to disabled candidates who meet the minimum criteria for the role. If you would like to receive any information in a different way or would like us to do anything differently to help you apply for our roles, please contact our Recruitment Helpdesk:
Email: [email protected]
Telephone: +44 2078328500.
Within the workplace 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 processes in place to avoid nepotism. This means we will avoid circumstances in which the appearance or possibility of conflicts of interest may exist within the hiring process.
