Analyst, Institutional Client Group

HSBC; New York (NY); On-site; USD 100,000 - 150,000; Full time

Benefits offered by this job

Wellness Hub

Volunteerism policy

Matching gift program

Sustainability initiatives

Job summary

HSBC Holdings plc is seeking an Analyst for the Institutional Client Group Coverage in North America. You will support relationships with institutional investors and financial institutions, coordinating across capital markets, securities services, structured finance, transaction banking and asset management.

You will work with senior bankers to assess clients' priorities, analyze market developments, and identify opportunities while ensuring risk and compliance standards are met.

Qualifications

• Experience in investment banking or related financial services.
• Ability to analyze complex client needs and propose practical solutions.
• Understanding of credit risk and financial crime risk and risk mitigation.
• Ability to work with senior stakeholders and coordinate across teams.

Responsibilities

• Support senior coverage bankers in managing relationships with North American institutional clients.
• Develop understanding of clients’ businesses, strategies and priorities.
• Coordinate HSBC products across capital markets, securities services, structured finance, and transaction banking.
• Prepare client meeting materials and internal updates.
• Work with product, credit, legal, compliance and risk teams to support transaction execution.
• Track client activity and revenue opportunities.

Skills

Investment banking experience

Financial analysis

Risk awareness

Multi-tasking

Communication

Relationship building

Education

FINRA Series 7/63/79 licenses

Job description

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.

In compliance with applicable laws, HSBC is committed to employing only those who are authorized to work in the US. Applicants must be legally authorized to work in the U.S. as HSBC will not engage in immigration sponsorship for this position.

We’re looking for an Analyst to join ourInstitutional Client Group (ICG) Coverage team in North America.

You’ll support relationships with institutional investors and financial institutions, including insurers, banks, financial sponsors, hedge funds and FinTechs. Working alongside senior coverage bankers, product specialists and regional teams, you’ll help understand clients’ strategic priorities, identify opportunities and coordinate HSBC’s solutions across capital markets, securities services, structured finance, transaction banking and asset management.

This is a relationship-led role with broad exposure to institutional banking. You’ll contribute to business origination and client retention while helping ensure that transactions are commercially sound, appropriately risk-managed and compliant with internal policies and external requirements.

You’ll join a global organization with the network, expertise and diverse perspectives to help institutional clients invest, manage risk, transact and grow across markets. The role offers broad exposure to senior stakeholders, multiple financial services products and colleagues across regions and businesses.

If you’re commercially minded, analytically strong and motivated by solving complex client challenges, we’d like to hear from you.

As our Analyst, Institutional Client Group, you will:

• Support senior coverage bankers in managing relationships with North American institutional clients
• Develop a strong understanding of clients’ businesses, strategies, financial performance, risk profiles and priorities
• Research market developments, client sectors and competitive dynamics to identify potential opportunities
• Help identify and coordinate relevant HSBC products and capabilities across:
• Capital markets
• Securities services
• Structured finance
• Transaction banking
• Asset management
• Prepare client meeting materials, briefing notes, presentations, account plans and internal updates
• Work with product, credit, legal, compliance, financial crime and risk teams to support effective transaction execution
• Analyze opportunities to assess risk, return, profitability, client value and alignment with HSBC’s risk appetite
• Support the management of credit and financial crime risks across the client portfolio
• Coordinate with colleagues in Corporate and Institutional Banking, Commercial Banking, Wealth and Personal Banking, Asset Management and international markets
• Track client activity, revenue opportunities, pipeline development and follow-up actions
• Contribute to client planning, business reviews, customer satisfaction initiatives and revenue-generation objectives
• Share knowledge with colleagues and support the development of more junior team members

You´ll likely have the following qualifications to succeed in this role:

• Experience in investment banking, capital markets, securities services, structured finance, transaction banking, asset management or a related financial services discipline
• Strong financial analysis and commercial judgement, with the ability to understand complex client needs and identify practical solutions
• An understanding of credit risk, financial crime risk, risk mitigation and the importance of operating within a controlled environment
• The ability to manage multiple priorities, meet deadlines and deliver accurate work in a fast-paced, collaborative team
• Strong written and verbal communication skills, including the ability to prepare clear presentations and briefing materials
• Confidence working with senior stakeholders and building effective relationships across clients, products and control functions
• A proactive, curious and collaborative approach, with the judgement to **escalate** issues when appropriate
• A genuine interest in institutional markets and the evolving needs of financial institutions
• FINRA Series 7, Series 63 and Series 79 licenses are required for the role. A contingency period to obtain the licenses may be available at the hiring manager’s discretion

As an HSBC employee, you will have access to tailored professional development opportunities to ensure you have the right skills for today and tomorrow. We offer a competitive pay and benefits package including a robust Wellness Hub, all in a welcoming and inclusive work environment. You will be empowered to drive HSBC’s engagement with the communities we serve through an industry-leading volunteerism policy, a generous matching gift program, and a comprehensive program of immersive Sustainability and Climate Change Initiatives. You’ll want to join our Employee Resource Groups as they play a central part in life at HSBC, including the development of our employees and networking inside and outside of HSBC. We value difference. We succeed together. We take responsibility. We get it done. And we want you to help us build the bank of the future!

Your final fixed pay offer will depend on the candidate and several variables, including but not limited to, role responsibilities, skill set, depth of experience and education, licensing/certification requirements, internal relativity, and specific work location.

All qualified applicants will receive consideration for employment without regard to age, ancestry, color, race, national origin, ethnicity, disability or medical condition, genetic information, military or veteran service, religion, creed, sex, gender, pregnancy, childbirth, caregiver status, marital status, citizenship or immigration status, sexual orientation, gender identity or expression or any other trait protected by applicable law.