US Equities Portfolio Manager — Private Bank (Hybrid)

HSBC Holdings plc; New York (NY); Hybrid; USD 180,000 - 240,000; Full time

Job summary

HSBC Holdings plc in New York is seeking an Equity Portfolio Manager for US Equities within HSBC Private Bank. You will manage US equity portfolios for Private Bank clients, delivering strong risk-adjusted performance within a fiduciary framework and communicating positioning clearly to internal stakeholders and clients.

You will own construction, risk monitoring and collaboration with other managers to drive a disciplined, evidence-based investment approach and a thoughtful multi-year narrative

Qualifications

• Proven US equity portfolio management experience.
• Strong relative value mindset and risk awareness.
• Ability to balance deep research with practical implementation.

Responsibilities

• Own portfolio construction, position sizing, rebalancing and cash-flow management.
• Monitor portfolio risk and ensure prudent management for Trust accounts.
• Collaborate with peers to co-manage strategies and communicate decisions.
• Generate high-conviction ideas using fundamental research and analytics.
• Articulate portfolio decisions and market outlook to peers and clients.
• Partner with product/marketing to build a narrative for the strategy.
• Ensure trading and documentation meet policy and regulatory expectations.

Skills

US equity PM

Risk management

Fundamental research

Client communication

Education

CFA

Master's degree

Job description

HSBC Holdings plc in New York is seeking an Equity Portfolio Manager for US Equities within HSBC Private Bank. You will manage US equity portfolios for Private Bank clients, delivering strong risk-adjusted performance within a fiduciary framework and communicating positioning clearly to internal stakeholders and clients.

You will own construction, risk monitoring and collaboration with other managers to drive a disciplined, evidence-based investment approach and a thoughtful multi-year narrative