Equity Portfolio Manager, US Equities (m|f|x) New York

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.

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.

You’ll manage our US equity portfolios for Private Bank clients, delivering strong risk-adjusted performance within a fiduciary framework. You’ll combine deep US equity research capability with disciplined portfolio construction, and communicate positioning clearly to internal stakeholders and clients.

Aufgaben

• Own portfolio construction, position sizing, rebalancing and cash-flow management to deliver consistent outcomes within agreed risk limits
• Monitor portfolio risk (e.g., factor/sector/style, concentration, drawdown) and ensure prudent management for Trust accounts in line with OCC Regulation 9 and internal governance
• Collaborate with other Equity Portfolio Managers to co-manage a dividend focused strategy in addition to other mandates
• Generate high-conviction ideas using fundamental research and analytics; adhere to the team’s investment philosophy and contribute to continuous improvement in process and best practice
• Articulate portfolio decisions, performance drivers and market outlook to peers, product partners and clients; support internal/external events as needed
• Partner with product and marketing to build a multi-year plan and a compelling narrative for the strategy
• Work effectively across Operations, Legal, Compliance and Risk; ensure trading and documentation meet policy and regulatory expectations, escalating issues promptly

You´ll likely have the following qualifications to succeed in this role: 

• Proven US equity portfolio management experience
• Strong relative value mindset; 
• Ability to balance research depth with real-world implementation; 
• Clear communication skills.
• Nice-to-have: CFA and/or Master’s.

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Standort

452 Fifth Avenue, US-10018 New York