ETF and Indexing Investment Specialist

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HSBC Asset Management (AM), the investment management business of the HSBC Group, serves HSBC’s worldwide customer base of retail and private clients, intermediaries, corporates and institutions invested in both segregated accounts and pooled funds. HSBC Asset Management fulfils its purpose of connecting HSBC’s clients with investment opportunities around the world through an international network of offices in approximately 30 countries, delivering global capabilities with local market insight.

Passive growth is a key long-term strategy for AM. The ETF & Indexing division aims to expand AM's passive product offerings and services to meet the needs of institutional and wholesale clients. In 2024, ETF & Indexing will introduce new products, improve existing capabilities, and introduce advisory services. The position will involve supporting the ETF & Indexing Investment Specialist team and the ETF & Indexing Product Strategy team. The former team assists with product sales support and content creation for the HSBC ETF & Indexing products, while the latter focuses on product development strategy. The role requires a mix of quantitative and qualitative skills, along with familiarity with internal and external data systems. Collaboration with various teams within the broader ETF & Indexing capability group will also be essential.

As an HSBC employee in the UK, you will have access to tailored professional development opportunities and a competitive pay and benefits package. This includes private healthcare for all UK-based employees, enhanced maternity and adoption pay and support when you return to work, and a contributory pension scheme with a generous employer contribution.

In this role you will:

• Support sales by using tools for engaging clients, such as comparing products, attributing performance, analysing the market landscape, and advising on asset allocation and solutions-based products.

• Assist in creating marketing materials like pitch decks, fund summaries, brochures, and sales tools.

• Help fulfil product and client queries, assist with reporting duties, and provide fund commentary for all passive products, including mandates.

• Contribute to developing product ideas by conducting market and landscape analysis, designing index methodologies, and analysing competitors.

• Assist in quantitative and qualitative analysis related to indices and fund configurations.

Requirements

To be successful in this role you should meet the following requirements:

• Essential: Experience of working within a Passive investments business either within an Investment Specialist, Product Development, Portfolio Management or Operations role.

- Previous experience in a technical role, particularly in Sales Support, would be preferable but not essential. Experience in explaining technical ideas would also be helpful.

• Previous work experience in the finance industry and knowledge of financial markets would be very advantageous including within a Global Markets business at an investment bank for example.

• Essential to understand the product lifecycle though this is not necessary from the outset.

• Analytical thinking and proficiency in working with data are required with programming skills a plus but not essential.

• Clear communication skills, excellent writing abilities, and a problem-solving mindset with a positive attitude are necessary.

This role is based in Birmingham.

Opening up a world of opportunity

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