Advisory Specialist Portfolio Analytics

HSBC; Greater London; Hybrid; GBP 60,000 - 80,000; Full time

Job summary

A leading global banking institution in London is seeking an Advisory Specialist for Portfolio Analytics to enhance the investment platform and streamline advisory solutions. This hybrid role requires experience in Wealth or Asset Management, along with skills in quantitative analysis and stakeholder collaboration. Candidates should have hands-on experience with portfolio construction and ideally knowledge of BlackRock’s Aladdin Wealth platform. Access to competitive benefits, including private healthcare, is offered.

Benefits

Private healthcare

Enhanced maternity and adoption pay

Contributory pension scheme

Qualifications

• Prior experience in Wealth or Asset Management is critical.
• Track record in building advisory propositions is essential.
• Experience with portfolio construction is necessary.

Responsibilities

• Develop investment platform and portfolio analytics for clients.
• Manage modelling methodology ensuring alignment with risk requirements.
• Design tools to improve portfolio construction processes.
• Provide expert guidance to stakeholders to enhance advisory services.
• Collaborate with IT to launch new product features.

Skills

Wealth or Asset Management experience

Quantitative & Analytical Skills

Collaboration with stakeholders

Attention to detail

Tools

BlackRock’s Aladdin Wealth platform

Job description

If you’re looking for a career where you can make a real impression, join HSBC and discover how valued you’ll be.

HSBC is one of the largest banking and financial services organisations in the world, with operations in 64 countries and territories. We aim to be where the growth is, enabling businesses to thrive and economies to prosper, and, ultimately, helping people to fulfil their hopes and realise their ambitions.

We are currently seeking an experienced professional to join our team in the role of Advisory Specialist Portfolio Analytics.

Are you passionate about delivering best-in-class advisory services and driving innovation in portfolio analytics? HSBC Wealth & Premier Solutions is seeking an Advisory Specialist – Portfolio Analytics to join our dynamic Global Advisory team in London. In this pivotal role, you’ll collaborate with cross-functional teams to enhance our investment platform, unify the advisory client journey and develop robust tools for efficient portfolio construction. If you thrive in an agile environment and are eager to shape the future of wealth management, we’d love to hear from you.

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.

In this role you will:

• Develop and enhance the investment platform and portfolio analytics to provide exceptional advisory solutions to clients.
• Handle modelling methodology and data inputs for asset classes and securities ensuring alignment with product suitability, risk frameworks and governance requirements.
• Design and implement features and tools that streamline and improve the portfolio construction process for clients across global segments.
• Drive initiatives to institutionalise the advisory framework and provide expert guidance to stakeholders, supporting the growth and adoption of advisory services.
• Act as a subject matter expert, working closely with Transformation and IT teams to develop and launch new product features and resolve business‑as‑usual (BAU) issues related to portfolio analytics.

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

• Must have prior experience in Wealth or Asset Management. A strong understanding of asset allocation and portfolio construction, with hands‑on experience in these areas is critical.
• A proven track record of being actively involved in building advisory propositions and platforms is essential.
• Quantitative & Analytical Skills - Quantitatively inclined with a keen eye for details, ensuring accuracy and robustness in portfolio analytics and modelling.
• Direct experience working with BlackRock’s Aladdin Wealth platform, including feature development, enhancement and troubleshooting would be highly advantageous.
• Ability to collaborate with a wide range of stakeholders, such as Relationship Managers, Investment Counsellors, Product Teams, Transformation and IT to drive projects and resolve issues.

This is a hybrid working role with the base location as London.

Opening up a world of opportunity

Being open to different points of view is important for our business and the communities we serve. At HSBC, we’re dedicated to creating diverse and inclusive workplaces - no matter their gender, ethnicity, disability, religion, sexual orientation, or age. We are committed to removing barriers and ensuring careers at HSBC are inclusive and accessible for everyone to be at their best. We take pride in being a Disability Confident Leader and will offer an interview to people with disabilities, long term conditions or neurodivergent candidates who meet the minimum criteria for the role.

If you have a need that requires accommodations or changes during the recruitment process, please get in touch with our Recruitment Helpdesk:

Email: [e-mail]

Telephone: [phone]