About the Role
As an Associate in Client Intelligence, you will support the development of analytics and MI that help commercialize internal client data and incorporate external datasets. You will contribute to building datasets, developing tooling, running analyses, producing dashboards, and turning findings into clear, usable insights for stakeholders, while developing your modelling and banking domain knowledge. We are looking for individuals who are analytically strong and curious about how emerging AI capabilities can enhance analytical workflows, productivity, and insights generation.
Responsibilities
- Extract, clean, and join datasets (internal and external) using SQL and Python/R; perform exploratory analysis and basic feature engineering
- Assist in building and validating models for segmentation, client profiling, wallet sizing, and customer value measurement under guidance from senior colleagues
- Create repeatable reporting, dashboards, and analysis packs (Power BI/Tableau/Excel) with clear commentary and definitions
- Follow data governance standards, document data sources/assumptions, and support controls (e.g., reconciliations, reasonableness checks)
- Help respond to stakeholder questions, refine requirements, and incorporate feedback into outputs
- Contribute to reusable code, automation, and process improvements to reduce manual effort and improve consistency
Requirements
- Working knowledge of Python (preferred), SQL or R; comfortable with data wrangling and basic statistics
- Exposure to visualization tools (Power BI/Tableau) is a plus
- Experience with disciplined coding practices and have a systems mindset
- Curious, structured problem-solver; able to spot patterns, test hypotheses, and communicate findings clearly
- Can summarize analysis in plain language and produce well-structured materials for business audiences
- Collaborative and dependable; able to work across time zones and manage tasks to deadlines
- Experience in analytics, MI, data science, consulting analytics, or a related role (financial services experience beneficial but not required)
- Applicants must be legally authorized to work in the U.S. as HSBC will not engage in immigration sponsorship for this position.
Skills
- SQL
- Python
- R
- Power BI
- Tableau
- Excel
- Data wrangling
- Basic statistics
- Data governance
- Modelling
- AI capabilities
Location
- US
Work Type
- Full-time
Experience Level
- Associate
Education Level
- Bachelor’s degree in a quantitative or analytical discipline (or equivalent experience)
Benefits
- Competitive pay and benefits package
- Robust Wellness Hub
- Tailored professional development opportunities
- Industry-leading volunteerism policy
- Generous matching gift program
- Comprehensive program of immersive Sustainability and Climate Change Initiatives
- Employee Resource Groups
About the Company
- 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.
- CBA (Client & Banking Analytics) transforms data into strategic analytics that improve commercial performance across HSBC CIB (Corporate and Institutional Banking). We support better decisions on where to invest time and resources across clients, products, and channels, using consistent methodology and strong governance.
Equal Opportunity
- 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.
