Product Specialist Analyst

HSBC

New York, NY

Full Time

Entry Level

85k-128k

17 days ago

Job Description

About the Role

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. As a Product Specialist Analyst, you will support the Alternatives Product Specialist in maintaining the Alternatives platform, supporting sales initiatives, and ensuring the smooth functioning of day-to-day activities across all asset classes, including hedge funds, private equity, private credit, and real estate private markets.

Key Responsibilities

Develop and maintain a high level of product knowledge across all asset classes, with a focus on hedge funds, private equity, private credit, and real estate private markets.
Work with the Product Specialist and Product Development teams to structure all aspects of alternative investment offerings, including dialogues with fund managers.
Create and/or maintain marketing and distribution materials on alternative investment processes, philosophy, and portfolio construction methodologies.
Develop tools to help portfolio teams communicate and present consistent investment messages.
Coordinate the fundraising process for alternative investment offerings to Wealth and Private Banking clients.
Provide frequent investment updates and market commentary to client-facing staff.
Support post-investment activities, including hosting regular update calls/meetings with fund managers.
Identify and help implement product and process improvements for the Alternatives platform.

Requirements

Demonstrated experience in sales or marketing business.
Series 7, Series 63 & 65 or Series 66 certifications.
High proficiency in MS Office applications (PowerPoint, Excel, Word, etc.).
Basic understanding of modern portfolio theory and main asset classes (bonds, equities, alternative investments).
Developed verbal, presentation, written, and interpersonal communication skills.
Strong analytical skills and very organized.
Undergraduate degree in finance or business.
Legally authorized to work in the U.S. (HSBC will not sponsor immigration for this position).

Nice to Have

Experience with fund managers and alternative investment offerings.
Knowledge of fundraising processes and client communication strategies.

Qualifications

Undergraduate degree in finance or business.
Series 7, Series 63 & 65 or Series 66 certifications.

Benefits & Perks

Competitive pay range between $85,000 and $127,500, depending on experience and other factors.
A comprehensive total reward package including fixed and variable pay.
Flexible benefits designed to improve health, finances, and lifestyle.
Access to tailored professional development opportunities.
Wellness Hub, volunteerism policies, matching gift programs, and sustainability initiatives.
Inclusive and diverse work environment with Employee Resource Groups.

Working at HSBC

At HSBC, we value difference, succeed together, take responsibility, and get it done. We foster a welcoming, diverse, and inclusive work environment, empowering employees through professional development, community engagement, and sustainability initiatives. Our culture emphasizes collaboration, responsibility, and building the bank of the future.

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