About the Role
As an Associate in Client Intelligence, you will help deliver advanced analytics that commercialize HSBC’s internal client data and integrate external datasets to generate actionable insights. You’ll own defined analytics workstreams end-to-end, partnering closely with stakeholders to identify growth opportunities, define high-potential clients, and optimize customer value to guide investment decisions. You will use approved AI tools to accelerate delivery, with appropriate validation and governance.
Responsibilities
- Extract, clean, and join datasets using SQL and Python/R; perform exploratory analysis and basic feature engineering; build, test, and deploy analytical models for client profiling, segmentation, wallet sizing, customer value measurement, and growth use cases.
- Use approved AI tools, including agentic workflows, to support analysis and automation where relevant.
- Translate analysis into clear recommendations, commercial implications, and practical next steps for frontline and CIB leadership.
- Work with coverage, product, and servicing teams to understand needs, refine requirements, and support adoption of analytics outputs into business routines.
- Partner with data engineering/technology to access data, improve data quality, document assumptions, and follow governance standards.
- Maintain robust model documentation, performance monitoring, and repeatable processes; contribute to reusable code and standard methodologies.
- Support junior colleagues through peer review, knowledge sharing, and best-practice guidance.
Requirements
- Bachelor’s degree required; Master’s preferred in a quantitative field (Data Science, Statistics, Computer Science, Mathematics, Economics, or similar).
- Strong experience in analytics/data science, ideally within financial services or a commercial analytics environment.
- Working knowledge of Python (preferred), SQL; experience with modelling techniques (predictive, statistical, ML).
- Familiarity with big data and/or cloud environments (e.g., Spark/Hadoop; AWS/Azure/GCP) and visualization tools (Power BI/Tableau).
- Experience with disciplined coding practices and a systems mindset.
- Familiarity with AI-assisted analytics and a practical approach to when to use it and how to validate outputs.
- Working knowledge of CIB client segments and commercial drivers; experience in at least some of: client segmentation, wallet sizing, client profiling, peer benchmarking, pipeline/sales analytics.
- Curious, structured problem-solver; able to spot patterns, test hypotheses, and communicate findings clearly.
- Able to explain methods and results to non-technical audiences; comfortable presenting insights to stakeholders and iterating based on feedback.
- Comfortable operating in a global matrix; organized, delivery-focused, and able to manage multiple priorities.
- 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
- Data Science
- Statistics
- Computer Science
- Mathematics
- Economics
- Predictive modeling
- Statistical modeling
- Machine Learning
- Big data environments
- Cloud environments
- Spark
- Hadoop
- AWS
- Azure
- GCP
- Power BI
- Tableau
- AI-assisted analytics
- Client segmentation
- Wallet sizing
- Client profiling
- Peer benchmarking
- Pipeline/sales analytics
Experience Level
- Associate
Education Level
- Bachelor's degree
- Master's degree preferred
Benefits
- Tailored professional development opportunities
- Competitive pay and benefits package
- Robust Wellness Hub
- Welcoming and inclusive work environment
- Employee Resource Groups
- Industry-leading volunteerism policy
- Generous matching gift program
- Comprehensive program of immersive Sustainability and Climate Change Initiatives
About the Company
- HSBC's purpose is Opening up a world of opportunity, explaining why they exist.
- HSBC uses its unique expertise, capabilities, breadth, and perspectives to open up new kinds of opportunity for its more than 40 million customers.
- HSBC is bringing together the people, ideas and capital that nurture progress and growth, helping to create a better world.
- CBA (Client & Banking Analytics) transforms data into strategic analytics that improve commercial performance across HSBC CIB (Corporate and Institutional Banking).
- CBA supports 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.
