Associate, Client Intelligence

HSBC; New York (NY); Hybrid; USD 85,000 - 120,000; Full time

Job summary

HSBC in New York is seeking an Associate, Client Intelligence to deliver analytics that transform internal client data and integrate external datasets. You will own analytics workstreams end-to-end, partnering with stakeholders to identify growth opportunities and optimize client value for investment decisions.

You will use approved AI tools and maintain governance, while collaborating with teams to implement outputs into business routines and drive insights for leadership.

Qualifications

• Bachelor's degree required; Master's preferred in a quantitative field.
• Strong analytics/data science experience in financial services or commercial analytics.
• Working knowledge of Python and SQL; experience with modelling techniques.
• Familiarity with big data and cloud environments; visualization tools.
• Ability to code responsibly and communicate findings clearly to non-technical audiences.

Responsibilities

• Analytics Delivery: extract, clean, and join datasets; build and deploy models.
• Insight Generation: translate analysis into clear recommendations and actions.
• Stakeholder Partnership: work with coverage, product, and servicing teams.
• Data & Quality Management: access data, improve quality, document assumptions.
• Operational Excellence: maintain documentation and reusable code; monitor models.
• Collaboration & Coaching: support peers with knowledge sharing.

Skills

Python

SQL

Analytics

Data storytelling

Visualization

Education

Bachelor's degree

Master's degree preferred

Tools

Power BI

Tableau

Spark/Hadoop

AWS/Azure/GCP

Job description

Associate, Client Intelligence

Location: New York, NY, US, 10001

Brand: HSBC

Area of Interest: Commercial Banking

Closing Date: Hybrid Worker

Date: 29 Jul 2026

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.

CBA (Client & Banking Analytics) transforms data into strategic analytics that improve commercial performance across HSBC CIB (Corporate and Institutional Banking). We support better decisions on where to invest time and resources across clients, products, and channels, using consistent methodology and strong governance.

As an Associate in Client Intelligence, you’ll help deliver advanced analytics that commercialize HSBC's internal client data and integrate external datasets to generate actionable insights. You’ll own defined analytics workstreams end-to-end (from problem framing to delivery), partnering closely with stakeholders to identify growth opportunities, define high‑potential clients, and optimize customer value to guide investment decisions across clients, products, and channels. Where appropriate, you’ll use approved AI tools, including emerging agentic workflows and AI‑driven analytics, to accelerate delivery, with appropriate validation and governance.

We are looking for individuals who are not only analytically strong, but also curious about how emerging AI capabilities can enhance analytical workflows, productivity, and insights generation.

As our Associate, Client Intelligence you will:

• Analytics Delivery: Extract, clean, and join datasets (internal and external) using SQL and Python/R; perform exploratory analysis and basic feature engineering; build, test, and deploy analytical models for client profiling, segmentation, wallet sizing, customer value measurement, and growth use cases. Use approved AI tools, including agentic workflows, to support analysis and automation where relevant.
• Insight Generation & Storytelling: Translate analysis into clear recommendations, commercial implications, and practical next steps for frontline and CIB leadership.
• Stakeholder Partnership: Work with coverage, product, and servicing teams to understand needs, refine requirements, and support adoption of analytics outputs into business routines.
• Data & Quality Management: Partner with data engineering/technology to access data, improve data quality, document assumptions, and follow governance standards.
• Operational Excellence: Maintain robust model documentation, performance monitoring, and repeatable processes; contribute to reusable code and standard methodologies.
• Collaboration & Coaching: Support junior colleagues through peer review, knowledge sharing, and best-practice guidance (without necessarily being a formal people manager).

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

• Bachelor's degree required; Master's preferred in a quantitative field (Data Science, Statistics, Computer Science, Mathematics, Economics, or similar).
• Strong experience in analytics/data science, ideally within financial services or a commercial analytics environment.
• Working knowledge of Python (preferred), SQL; experience with modelling techniques (predictive, statistical, ML). Familiarity with big data and/or cloud environments (e.g., Spark/Hadoop; AWS/Azure/GCP) and visualization tools (Power BI/Tableau).
• Experience with disciplined coding practices and have a systems mindset
• Familiarity with AI-assisted analytics and a practical approach to when to use it and how to validate outputs.
• Working knowledge of CIB client segments and commercial drivers; experience in at least some of: client segmentation, wallet sizing, client profiling, peer benchmarking, pipeline/sales analytics.
• Curious, structured problem-solver; able to spot patterns, test hypotheses, and communicate findings clearly
• Able to explain methods and results to non-technical audiences; comfortable presenting insights to stakeholders and iterating based on feedback.
• Comfortable operating in a global matrix; organized, delivery-focused, and able to manage multiple priorities.

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