Investment Strategist

Investment Strategist, Asset Management Group

If you’re looking for a career that will help you stand out, join HSBC and fulfil your potential. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further.

Wealth and Personal Banking is our global business combining Retail Banking and Wealth Management; and Global Private Banking, to become one of the world’s largest global wealth managers with USD1.4 trillion in assets. Our dedicated colleagues serve millions of customers worldwide across the entire spectrum of private wealth, ranging from personal banking for individuals and families, through to business owners, investors and ultra-high-net-worth individuals. We provide products and services such as bank accounts, credit cards, personal loans and mortgages, as well as asset management, insurance, wealth management and private banking, that best suit our customers’ needs.

As an HSBC employee in the UK, you will have access to tailored professional development opportunities and a competitive pay and benefits package. This includes private healthcare for all UK-based employees, enhanced maternity and adoption pay and support when you return to work, and a contributory pension scheme with a generous employer contribution.

The Investment Strategist will cover a wide variety of asset classes but also be a specialist on global developed and emerging equity markets. You will take a lead in developing our equity market views; building models, generating research ideas, identifying key themes, and establishing strategic and tactical preferences. The role has significant scope for high business impact and strong career development over time.

In this role, you will:

• Think globally. Conduct top-down investment research to support the ongoing development of our investment platforms
• Act as a specialist for global developed and emerging equity markets: developing models, generating market ideas, researching key themes, and establishing strategic and tactical preferences
• Research input and value-add for portfolio managers and global investment teams
• Communicate ideas in a clear manner to a range of stakeholders and partners
• Deliver high-quality, top-down research content for key stakeholders

To be successful in this role you should meet the following requirements:

• Good analytical skills, a high level of interest in macro and investment markets
• Experience working as an investment strategist or equity strategist, and is looking to step-up into a bigger, more complex role with significant scope to influence investment decision-making, and strong support for career development
• Strong Communication skills to influence a range of stakeholders, clients, and partners
• A background in Economics, Maths, or Sciences and a professional qualification such as a CFA or MBA

The base location for this role Birmingham with travel to the office at least twice a week.

You’ll achieve more when you join HSBC.

HSBC is committed to building a culture where all employees are valued, respected and opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working and opportunities to grow within an inclusive and diverse environment.

Personal data held by the Bank relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website.

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: hsbc.recruitment@hsbc.com
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.