1+ months

Product Specialist Analyst

New York, NY 10007
  • Job Code

At HSBC, the health and well-being of our employees remains of utmost importance.  Many of our roles are permitted to work from home (in states in which HSBC is licensed to operate) until further notice. Upon resumption of normal operations, this role may be performed at our New York, New York office.


This individual is responsible for supporting the Product Specialist team across all asset classes, including sales initiatives as well as smooth functioning of day-to-day related activities.  The role will serve as the effective “link” between the portfolio management teams, distribution (both locally and globally), product teams, client proposition, and marketing.


About Us

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, diverse 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!

Primary Responsibilities: 

  • Develop and maintain a high level of product knowledge relating to portfolio management and wealth solutions
  • Work with the Product Specialist and Product Development to structure all aspects of investment offerings, coordinating reviews by internal and external parties, creating presentation materials and coordinating client engagements
  • Interface with investment teams and fund managers to understand the investment offerings in order to maintain and advance HSBC’s competitive position. Provide strategic recommendations for new products. Serve as feedback mechanism from the marketplace to the investment process.
  • Create and/or maintain a marketing and distributions materials on for products from traditional to alternatives including investment process, philosophy, and portfolio construction methodologies.
  • Develop tools to help portfolio teams communicate and present consistent investment messages.
  • Support and conduct periodic investment training for sales and marketing professionals in various sales channels.
  • Internally promote the capability with the sales teams through regular update calls and proactively communicate sales propositions and investment opportunities
  • Assist in achieving AUM growth targets and client retention targets
  • Provide frequent investment updates and market commentary to client facing staff
  • Proactive and productive relationship with all business partners, especially distribution and product management.
  • Attend client meetings, seminars and internal and external industry events
  • Build strong working relationship with local and global stakeholders such as Portfolio Managers, Legal, Compliance, Operations, etc.


Posted: 2022-04-15 Expires: 2022-07-15

HSBC offers the opportunity to develop a fulfilling career within a supportive and inclusive environment. We aim to be a place where everyone can achieve their full potential, regardless of their background.

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Product Specialist Analyst

New York, NY 10007

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