Research Analyst
Sao Paulo, DF, BR, 04543-907
Job description
We are seeking an ambitious individual to join HSBC Global Research in Brazil working with the US consumer analyst. In addition to achieving own scorecard metrics, the individual will be required to work together with colleagues to manage and achieve divisional business targets. The key client base is based in Asia usually UHNIs but there will be key institutional clients in other regions.
The role requires:
-
Coverage: Provide views on US consumer related stocks given the current environment and future expectations Maintain a consistent flow of high quality actionable research including timely updates regarding key developments on market factors, macroeconomic variables and any other significant events. Improve team's existing due diligence process, helping ensure quality, consistency and thoroughness in the approach and ensure timely updates are in place for team’s coverage universe.
-
Research reports: Consistently apply sound research writing principles to produce independent research which is clear, and coherent. Ensure research views are supported by sufficient facts and analysis and are based on publicly available information. Adhere to house structure and style. Work closely with Senior Analyst, Research Marketing, equity sales, sales trading, trading (market makers), to ensure dissemination of information and coordinated flow of information to clients
-
Global Products and Thematic research: Produce thematic research on coverage as appropriate highlighting major themes and key trends, analysed and presented in great depth and detail. Drive and contribute to global products as required by global/regional Asset-class and Sector heads. Maintain a sector portfolio and publish on key ideas having consulted with Sector analysts.
-
ESG integration: Actively track and highlight environment, social, governance and sustainability issues in covered region/market and integrate them in published research to extent possible.
-
Research communication: Proactively communicate research views to internal and external clients advising on covered region, market and sector preferences. Actively listen and adapt the communication style considering the audience while being open and honest
-
Client service: Engage with clients through meetings/calls and to advise clients on investment recommendations. Respond quickly, efficiently and accurately to ad-hoc requests. Proactively seek client recognition for self and team and contribute to improving HSBC Research ranking in targeted external surveys. Establish credibility with clients as trusted advisor, promote a client-first attitude and uphold high ethical standards when dealing with clients. Key clients will be based in Asia and usually UHNIs, but there will be coverage of key institutional clients in other regions.
-
Relationship management: Establish credible relationship with a range of internal and external stakeholders including clients and corporates. Improve overall engagement and be pro-active in anticipating and acting on commercial opportunities
-
Financial knowledge: Overlay analytical skills with full understanding of dynamics at play within the market to develop sophisticated market intelligence and actionable ideas to be used in published research
-
Adhere to the Equity Analyst Scorecard Metrics
-
Adhere to HSBC policy, procedures and control requirements applicable to day-to-day working, exceptional and project activities, and raise any concerns about actual or potential issues promptly, in line with reporting and escalation procedures
-
Understand and comply with all relevant policies and procedures issued by the Group and contained within the Group Standards Manual and relevant Functional Instruction Manuals, Desk Instruction Books and Process Guides
-
Develop our inclusive culture and practices in order to mitigate the effects of unconscious bias in our decision making
Skill Set
-
Effective spoken and written communication skills in English
-
One of these needs to be an existing strength with willingness to get up to speed quickly on the others: Macro background; equity analysis; ability to discuss investment merits of various US stocks and sectors.
-
Good understanding of financial markets and various asset classes
-
Strong quantitative background and technical knowledge in finance including financial modelling, financial statement analysis and company/sector valuation
-
Proficiency with financial research tools such as Bloomberg, Refinitiv Eikon and Refinitiv DataStream
-
Must be detail-oriented to minimize errors and possess good analytical skills
-
Computer literacy and proficiency in MS Office (Excel, Word, Power Point)
-
Great team player; Organized; diligent; ability to put extra efforts when required
-
Ability to work independently; comfortable in dealing with ambiguity
-
Ability to network with seniors, peers and juniors across the organization
-
Ability to think independently in a strategic manner and go beyond what is asked
-
Highly aspirational, ambitious and a self-motivated person