Portfolio Analytics and Design Analyst London, England
Job description
Location: London
Some careers have more impact than others.
If you’re looking for a role where you can continue to make an impression, take the next step at HSBC where your contributions will always be valued.
HSBC Asset Management (AM), the investment management business of the HSBC Group, serves HSBC’s worldwide customer base of retail and private clients, intermediaries, corporates and institutions invested in both segregated accounts and pooled funds. HSBC Asset Management fulfils its purpose of connecting HSBC’s clients with investment opportunities around the world through an international network of offices in approximately 30 countries, delivering global capabilities with local market insight.
We are currently seeking to recruit an experienced Portfolio Analytics - Investment Analyst to assist our global teams in providing comprehensive portfolio analysis and interpretation on core products across global investment strategies within HSBC Asset Management. The role will focus in providing support to the Investment team in utilizing the internally developed portfolio analytical tools in analysing investment product and strategies managed across various asset classes, in particularly Global Fixed Income and Multi-Asset.
In this role, you will:
- Provide support for the front office analytical tool set, primarily HSBC Analytics (in-house analytical toolset)
- Maintain and provide a thorough understanding of investment risk models, our multi-process investment framework, the drivers of market risk and the implications on product performance and attribution
- Design and creation of new kinds of risk analytics to help portfolio managers to have a better understanding of their portfolio risks and exposures
- Provide support for ad-hoc business requests, such as introducing new analytics, enhancing current portfolio analysis tools, and reviewing current data and delivery processes, to improve user experience
- Encourage proliferation of investment analytics to the front office and senior management
- Liaise with regional offices to ensure successful implementation of the global investment themes and principles to ensure the front office remains symbiotic and well-integrated
- Create thorough documentation of tools and processes to encourage a self-service culture amongst users
- Assist in the oversight of the global investment platform
- Enhance and streamline processes where necessary and contribute to the technical design and development of new solutions
To be successful in the role, you should meet the following requirements:
- Related experience within an investment risk / portfolio analytics / fund management capacity with good understanding of risk sensitivities and modern portfolio theory
- Practical application of risk / other analytical systems with strong analytical and problem-solving skills
- Profound knowledge and understanding of financial markets
- Attention to detail and an ability to perform independently and accountable
- Knowledge of programming within Python and VBA, confident with MS Excel is essential
- Practise in data visualisation tools such as Quicksight, Tableau, Power BI or similar is desirable
- Positive and proactive attitude with flexibility to accommodate changing environment and willingness to take on new responsibilities
This is a Hybrid working role with the base location as London. The successful candidate will have to have the ability to commute to this location.
You’ll achieve more when you join HSBC.
At HSBC we look to enable our employees to better balance their work / life priorities and have the flexibility required to meet challenging needs as they progress through different life stages. Where possible we will consider the following flexible working options: part-time working, job sharing, term-time working, and working from home and staggered hours. If in considering a role with HSBC, you have a need for some flexibility in your working arrangements please discuss this with the recruitment team in the early stages of the application process.
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
