Advisory Specialist - Portfolio Analytics
Central, Hong Kong Island, HK
Job description
GCB 4
We are currently seeking a high calibre professional to join our team as an Advisory Specialist - Portfolio Analytics.
In this role you will:
- Deliver best-in-class advisory services to clients through the development of the investment platform and enhancement of portfolio analytics using Aladdin
- Handle modelling methodology and data inputs for asset classes and securities into Aladdin that adheres to product suitability, risk frameworks and governance requirements
- Unify the advisory client journey across client segments globally by developing features and tools for efficient portfolio construction
- Support the commercialization of the advisory proposition
- Build up a robust knowledge base on the different tools that can be utilized to institutionalize the advisory framework and provide guidance to stakeholders accordingly
- Collaborate in an agile environment as the subject matter expert with Transformation and IT in specialized work streams to develop new product features
- Interface closely with Blackrock to develop or enhance Aladdin features HSBC is utilizing
- Collaborate with various product teams to incorporate the relevant investment content into Aladdin
- Provide domain expertise to resolve BAU issues from booking centers related to the usage of Aladdin
- Manage the quality of data and the model methodology within the Advisory architecture framework
- Liaise with other local platform teams to enhance the UI/UX for the advisory client journey
- Collaborate with other Portfolio Analytics specialists across other regions to solve both BAU and CTB topics related to portfolio construction and investment content
To be successful you will need:
- Degree in finance/business and with other professional accreditations such as CFA
- At least 10 years of experience in banking or asset management
- Strong understanding of asset allocation, portfolio construction, data and analytics
- Has previously been actively involved in building advisory propositions, platforms and portfolio risk management
- Knowledge of Aladdin Wealth will be an advantage
- Quantitatively inclined with a keen eye for details
- Ability to speak Mandarin and/or Cantonese
The employment is subject to Mandatory Reference Checking Scheme (MRCS) as per regulatory requirement. For details, please refer to (Mandatory Reference Checking Scheme Phase 2 | The Hong Kong Association of Banks).
Opening up a world of opportunity
http://www.hsbc.com/careers
HSBC is committed to building a culture where all employees are valued, respected and opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working and opportunities to grow within an inclusive and diverse environment. Personal data held by the Bank relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website.
Issued by The Hongkong and Shanghai Banking Corporation Limited.
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