Head of Portfolio Optimization, Americas

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.

The primary purpose of this role is to create and lead a market leading Distribution function for the Americas, specializing in secondary distribution instruments including Portfolio and Single Name trades across CLOs, NPI, CDS, Secondary Loan Sales and other mechanisms.  Together with the Heads of Distribution in Europe and Asia, unlock balance sheet velocity with support of data and technology, strengthening HSBC’s market position to be a leading issuer of distribution products.

Balance Sheet Velocity & Execution

• Develop market-level distribution strategies and framework, partnering with Strategic Client Origination teams to maximise distribution activities in sites and identify new opportunities dependent on key client/portfolio objectives
• Increase existing and expand distribution product landscape and market appetite – target new asset classes and support the front line teams to originate higher returning distributable assets that meet investor appetite, increasing volume, efficiency and market access
• Alongside the CIB Head of FRM and Global Head of CCM, design and implement a partnership model to drive scale in CIBs Balance Sheet Velocity ambition
• Design and drive implementation of a digitised and automated end-to-end distribution journey – enable delivery at scale across and within markets to achieve ambitious growth targets and minimise manual interface

Stakeholder Engagement & Governance

• Collaborate with risk, finance, legal, MSS and regulatory teams to execute products and meet market regulatory reporting requirements
• Establish governance, policies, and controls to ensure effective risk management and decision-making

Knowledge & Experience / Qualifications

• Minimum of 15 years broad-based banking experience in financial services with preference for those who have focused on credit, rates or cash management markets
• Expert knowledge of Distribution products, e.g. primary, secondary, synthetic, originate to distribution and awareness of market restrictions
• Track record of high performance
• Exceptional frontline leader with broad-based experience across all banking products – proficient understanding of HSBC structure, product offering and pricing strategy
• Proven track record working with senior leaders across multiple geographies and businesses
• Excellent verbal and written communication skills with experience of preparing and communicating key messages and recommendations to senior management and other stakeholders
• Strong influencing, interpersonal, negotiation and conflict resolution skills
• Result oriented and team player who can foster strong and collaborative partnerships with key stakeholders

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 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!

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.

All qualified applicants will receive consideration for employment without regard to age, ancestry, color, race, national origin, ethnicity, disability or medical condition, genetic information, military or veteran service, religion, creed, sex, gender, pregnancy, childbirth, caregiver status, marital status, citizenship or immigration status, sexual orientation, gender identity or expression or any other trait protected by applicable law.