Equity Portfolio Manager, US Equities - HSBC Private Bank

HSBC; New York (NY); On-site; USD 140,000 - 240,000; Full time

Benefits offered by this job

Wellness Hub

Volunteer program

Matching gifts

Sustainability initiatives

Employee Resource Groups

Job summary

HSBC Private Bank in the United States seeks an Equity Portfolio Manager, US Equities, to lead portfolio construction, risk control and client communications for Private Bank clients. You will partner with other portfolio managers to co-manage strategies, generate high-conviction ideas from fundamental research, and articulate decisions to internal stakeholders and clients.

A disciplined, fiduciary approach and strong collaboration across teams are essential to deliver consistent, risk-adjusted

Qualifications

• Proven US equity portfolio management experience.
• Strong relative value mindset.
• Ability to balance research depth with real-world implementation.
• Clear communication skills.

Responsibilities

• Own portfolio construction, position sizing, rebalancing and cash-flow management within risk limits.
• Monitor portfolio risk (factor/sector/style, concentration, drawdown) and ensure prudent management for Trust accounts.
• Collaborate with other Equity Portfolio Managers to co-manage dividend-focused strategies and other mandates.
• Generate high-conviction ideas using fundamental research and analytics; adhere to investment philosophy.
• Articulate portfolio decisions, performance drivers and market outlook to peers, product partners and clients.

Skills

US equity portfolio management

Relative value analysis

Communication skills

Education

CFA

Master's degree

Job description

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.

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.

You’ll manage our US equity portfolios for Private Bank clients, delivering strong risk-adjusted performance within a fiduciary framework. You’ll combine deep US equity research capability with disciplined portfolio construction, and communicate positioning clearly to internal stakeholders and clients.

As our Equity Portfolio Manager, US Equities - HSBC Private Bank you will:

• Own portfolio construction, position sizing, rebalancing and cash-flow management to deliver consistent outcomes within agreed risk limits
• Monitor portfolio risk (e.g., factor/sector/style, concentration, drawdown) and ensure prudent management for Trust accounts in line with OCC Regulation 9 and internal governance
• Collaborate with other Equity Portfolio Managers to co-manage a dividend focused strategy in addition to other mandates
• Generate high-conviction ideas using fundamental research and analytics; adhere to the team’s investment philosophy and contribute to continuous improvement in process and best practice
• Articulate portfolio decisions, performance drivers and market outlook to peers, product partners and clients; support internal/external events as needed
• Partner with product and marketing to build a multi-year plan and a compelling narrative for the strategy
• Work effectively across Operations, Legal, Compliance and Risk; ensure trading and documentation meet policy and regulatory expectations, escalating issues promptly

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

• Proven US equity portfolio management experience
• Strong relative value mindset;
• Ability to balance research depth with real-world implementation;
• Clear communication skills.
• Nice-to-have: CFA and/or Master’s.

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.