Assistant Vice President, Fund Research

HSBC Holdings plc; Bengaluru; On-site; INR 3,500,000 - 6,500,000; Full time

Job summary

HSBC Holdings plc in Bengaluru seeks an experienced professional for the role of Assistant Vice President Fund Research. You will lead high-quality fund research, perform due diligence, monitor the equity fund shelf, and contribute to global thought leadership and fund solutions.

The ideal candidate has 7+ years in Funds/Asset Management with equity exposure, and holds a Masters with Finance or postgraduate qualification. Strong writing and communication skills are essential.

Qualifications

• 7 years or more of prior experience in the Funds / Asset Management industry with specialist exposure to equity asset class.
• Practical knowledge and experience of financial markets, the macroeconomic environment, risk management, regulations and their application to the equity markets.
• An analytical mindset and attention to detail. Good writing and communication skills.

Responsibilities

• High-quality fund research and selection across the equity asset class.
• Ongoing monitoring of the equity fund shelf, suggesting changes based on market environment, business requirements, etc.
• Prepare and disseminate high-quality thought leadership material to help drive adoption and growth of the product line globally.
• Actively participate in fund selection committees and processes, and present fund rating proposals to in‑house forums.
• Support the team lead in collaborating with local fund specialists and frontline in proposing equity fund solutions.

Skills

Fund research

Equity research

Investment due diligence

Writing skills

Education

Masters with Finance specialization

Job description

Some careers shine brighter than others.

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.

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 ofAssistant Vice President Fund Research

In this role, you will:

• High-quality fund research and selection across the equity asset class.
• Conduct in-depth investment due diligence across a diverse range of equity strategies, form independent views and articulate them through detailed research notes.
• Ongoing monitoring of the equity fund shelf, suggesting changes based on market environment, business requirements, etc.
• Prepare and disseminate high-quality thought leadership material to help drive adoption and growth of the product line globally.
• Actively participate in fund selection committees and processes, and present fund rating proposals to in‑house forums.
• Support the team lead in collaborating with local fund specialists and frontline in proposing equity fund solutions.

To be successful you will:

• 7 years or more of prior experience in the Funds / Asset Management industry with specialist exposure to equity asset class. Prior experience should ideally include experience as an equity fund selector/researcher or as an equity investment specialist.
• Professional qualifications/certifications such Masters with Finance specialization or post-graduate equivalent are a positive.
• Practical knowledge and experience of financial markets, the macroeconomic environment, risk management, regulations and their application to the equity markets.
• An analytical mindset and attention to detail. Good writing and communication skills.
• Masters with Finance specialization or post-graduate equivalent are a positive.

You’ll achieve more at HSBC

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HSBC is an equal opportunity employer 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. We encourage applications from all suitably qualified persons irrespective of, but not limited to, their gender or genetic information, sexual orientation, ethnicity, religion, social status, medical care leave requirements, political affiliation, people with disabilities, color, national origin, veteran status, etc., We consider all applications based on merit and suitability to the role.

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