Equities Product Specialist

HSBC; New York (NY); Hybrid; USD 150,000 - 210,000; Full time

Job summary

HSBC Holdings plc in New York is seeking a US Equity Product Specialist to grow our equity advisory and idea generation for UHNW clients. You will link Portfolio Management, distribution, Product, Client Proposition and Marketing to deliver high-quality content and timely advice.

You’ll lead bespoke equity portfolio design with RMs/ICs, ensuring disciplined investment rationale and scalable risk monitoring within an ESG-focused framework.

Qualifications

• Significant experience in global equity markets (Private Banking Advisory / Product Specialist preferred; strong sell-side equity candidates also considered).
• Strong AI capability, with hands-on experience using gen AI tools appropriately in a regulated environment.
• Advanced skills in Bloomberg, Excel and PowerPoint (and strong Microsoft Office capability).
• Degree in Finance or Economics; CFA and/or Master’s (highly preferred).
• Series 7, 66 (or 63 and 65) required, may consider contingency.

Responsibilities

• Generate and promote equity investment ideas to internal and external audiences (ICs, RMs and clients).
• Align recommendations to HSBC Private Bank’s strategic views and produce bespoke equity ideas for UHNW client needs.
• Deliver high-quality company analysis and communicate insights clearly to audiences of varying investment sophistication.
• Help lead the build-out of the Equity Advisory program and design bespoke equity portfolios with disciplined investment rationale.
• Contribute to the strategic House View and comment on global equities (US, Europe and Asia).
• Incorporate ESG considerations into research and recommendations.
• Produce polished materials and presentations with strong written and verbal English; use PowerPoint, Excel and Bloomberg.
• Use generative AI tools responsibly to support research and drafting with confidentiality controls.

Skills

Global equity markets experience

AI capability

Education

Finance or Economics degree

Tools

Bloomberg

Excel

PowerPoint

Job description

Area of Interest: Asset and Wealth Management

Role Workstyle: Hybrid Worker

Date: 31 Oct 2026

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 a US Equity Product Specialist to help grow and strengthen our equity advisory and idea generation capability for Ultra High Net Worth (UHNW) clients. You’ll act as a key link between Portfolio Management, distribution teams (Relationship Managers and Investment Counselors), Product, Client Proposition and Marketing—ensuring high-quality content, timely execution, and a best-in-class client experience.

What you’ll be doing

• Generate and promote equity investment ideasto internal and external audiences, including Investment Counselors (ICs), Relationship Managers (RMs) and clients. You’ll maintain coverage of existing themes while developing new ideas—so strong prioritization and time management matter
• Align recommendations to HSBC Private Bank’s strategic views, working closely with the Global Investment Committee framework, while also producing bespoke equity ideas for UHNW client needs and partnering with Structured Products on idea development
• Deliver high-quality company analysis, demonstrating strong understanding of business models and valuation, and communicating insights clearly to audiences with varying levels of investment sophistication
• Help lead the build-out of the Equity Advisory program, collaborating with RMs / ICs to design bespoke equity portfolios, provide disciplined investment rationale, deliver proactive advice, and support continuous risk monitoring through a scalable advisory process
• Contribute to the strategic House View, connecting bottom-up stock work to top-down sector, style and macro factors, and confidently commenting on global equities (US, Europe and Asia), even if you have a regional specialism
• Incorporate ESG considerationsinto research and recommendations, reflecting HSBC’s growing Environmental, Social and Governance (ESG) framework and client expectations
• Produce polished materials and presentations, with strong written and verbal communication in English and expert use of PowerPoint, Excel and Bloomberg
• Use generative AI tools responsiblyto support research, analysis and drafting—applying disciplined validation and confidentiality controls

What you’ll bring

• Significant experience in global equity markets (Private Banking Advisory / Product Specialist preferred; strong sell-side equity candidates also considered)
• Degree in Finance or Economics
• Series 7, 66 (or 63 and 65) required, may consider contingency
• CFA and/or Master’s (highly preferred)
• Advanced skills in Bloomberg, Excel and PowerPoint (and strong Microsoft Office capability)
• Strong AI capability, with hands-on experience using gen AI tools appropriately in a regulated environment

At HSBC, you’ll work in a collaborative, international environment where diverse perspectives are valued, and where you can make a real impact on client outcomes through high-quality advice, disciplined risk thinking, and strong partnership across teams.

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!

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.