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.

The Senior Equity Portfolio Manager is responsible for the ongoing management of the US equity portfolios in the proposition, including delivering strong investment performance and effectively managing risk. This also includes managing the team of Project Managers and analysts that support the various strategies offered.

This position requires a strong domain expertise in US equity research and portfolio management, including strong equity portfolio management and investment research with a tangible and successful performance track record.

The role is expected to collaborate and share with equity portfolio managers and research analysts, responsible investment experts and other internal stakeholders, and supporting the commercial success.

As our Senior Equity Portfolio Manager you will:

Follow team established investment philosophy and processes in security selection and portfolio construction

Evaluate and optimize portfolios to improve returns and manage risk

Monitor portfolios for necessary adjustments, rebalancing assets based on market movements, cash flows, and performance deviations

Utilize financial models and analytics tools to generate insights, supporting data-driven decision-making

Conduct regular reviews of portfolio performance and risk metrics

Participate and communicate high conviction portfolio holdings with equity peers and other stakeholders

Contribute toward developing best practices in equity research and portfolio management

Develop a multi-year business plan together with product specialists and marketing

Develop a strong narrative for investment strategies

Participate in internal and external client events

Present investment strategies, performance, and market outlook with internal and external clients

Support and oversight of the end-to-end derivatives process e.g. Operations, Legal, Compliance, Risk, etc

Lead, mentor, and develop a high-performing investment team, foster a culture of excellence and continuous improvement

Provide strategic direction and support to portfolio managers, analysts, and traders

Promote collaboration and knowledge sharing within the team and across the organization

Contribute to improved and efficient operational controls and processes

Ensure all investment activities comply with OCC Regulation 9, including fiduciary responsibilities and prudent investment management

Maintain up-to-date knowledge of regulatory changes and ensure the investment team adheres to all legal and regulatory requirements

Prepare and oversee regulatory communications and audits as required

Manage balance between investment returns and risks

Prioritize deliverables effectively considering evolving demands and occasional resourcing constraints

Work with stakeholders to drive portfolio outcome consistency

Ensure all trading activities comply with internal policies and regulatory guidelines

Establish and maintain robust risk management practices to identify, assess, and mitigate investment and non-financial risks

Ensure compliance with OCC Regulation 9 and other relevant regulatory requirements

Develop and oversee the implementation of risk control measures and procedures

Adhere to processes and controls to identify and mitigate risks and ensure timely escalation of control issues and reputation risks

Leadership on regulatory and compliance matters

For this role, HSBC targets a pay range between $220,000.00 and $280,000.00

The final fixed pay offer will depend on the candidate and a number of variables, including but not limited to, role responsibilities, skill set, depth of experience and education, licensing/certification requirements, internal relativity, and specific work location.

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 wide range of competitive and flexible benefits designed to help you improve your health and well-being, finances, and lifestyle.