U.s. Equity Product Specialist

U.S. Equity Product Specialist, HSBC Bank USA N.A., Beverly Hills, CA:

Responsible for generating investment ideas and promoting them to internal and external audiences (Investment Counsellors, Relationship Managers, and clients). Responsible for advising and commenting on global stocks, even if there are regional specialities for content production (US, Europe, Asia). Contribute to the strategic House View, linking bottom-up stock recommendations into a broader top-down context. Stock picking alongside HSBC Private Bank’s Global Investment Committee strategic views, contributing to equity idea generation for Ultra High Net Worth (UHNW) clients and generating ideas with the Structured Product teams. Maintaining coverage and following the development of existing investment ideas and themes, while simultaneously working on new ideas.

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Full time employment, Monday – Friday, 40 hours per week, Pay range: $177,000 to $187,000 per year.

Must have a Bachelor’s degree or foreign equivalent in Accounting, Economics, Finance, or a related field, and 7 years of progressive post-baccalaureate related work experience.   

Alternatively, the employer will accept a Master’s degree or foreign equivalent in Accounting, Economics, Finance, or a related field, and 5 years of related work experience.

Must have 5 years of experience in:

• Equity sell-side;

• Global equity markets;

• Private banking advisory;

• Business and valuation models;

• Asset allocation;

• Capital markets and investment management;

• Programming experience in Bloomberg; and,

• Synthetizing complex concepts to audiences of varying degrees of sophistication including Ultra High Net Worth Individuals.

Up to 30% domestic travel required.

Employer will accept any suitable combination of education, training, or experience.

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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. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

At HSBC, our overall goal is to provide a competitive Total Reward Package, with an appropriate mix of fixed pay, and variable pay, as part of an employee’s overall total compensation and benefits. Variable pay generally takes the form of discretionary, annual awards (sometimes referred to as a “bonus”). Additionally, HSBC offers a competitive benefits package including a robust Wellness Hub, in a welcoming, diverse, and inclusive work environment. You will have access to tailored professional development opportunities to ensure you have the right skills for today and tomorrow. 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!