Equity Portfolio Manager, US Equities - HSBC Private Bank
HSBC Global Services Limited · NY, US
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About the Role
Manage US equity portfolios for Private Bank clients, delivering strong risk-adjusted performance within a fiduciary framework. Combine deep US equity research capability with disciplined portfolio construction, and communicate positioning clearly to internal stakeholders and clients.
Responsibilities
- Own portfolio construction, position sizing, rebalancing and cash-flow management to deliver consistent outcomes within agreed risk limits
- Monitor portfolio risk and ensure prudent management for Trust accounts in line with OCC Regulation 9 and internal governance
- Collaborate with other Equity Portfolio Managers to co-manage a dividend focused strategy in addition to other mandates
- Generate high-conviction ideas using fundamental research and analytics; adhere to the team’s investment philosophy and contribute to continuous improvement in process and best practice
- Articulate portfolio decisions, performance drivers and market outlook to peers, product partners and clients; support internal/external events as needed
- Partner with product and marketing to build a multi-year plan and a compelling narrative for the strategy
- Work effectively across Operations, Legal, Compliance and Risk; ensure trading and documentation meet policy and regulatory expectations, escalating issues promptly
Requirements
- Applicants must be legally authorized to work in the U.S. as HSBC will not engage in immigration sponsorship for this position.
- Proven US equity portfolio management experience
- Strong relative value mindset
- Ability to balance research depth with real-world implementation
- Clear communication skills
Education Level
- CFA and/or Master’s
Benefits
- Access to tailored professional development opportunities
- Competitive pay and benefits package
- Robust Wellness Hub
- Welcoming and inclusive work environment
- Empowerment to drive HSBC’s engagement with the communities we serve through an industry-leading volunteerism policy
- Generous matching gift program
- Comprehensive program of immersive Sustainability and Climate Change Initiatives
- Opportunity to join Employee Resource Groups
About the Company
- Our purpose – Opening up a world of opportunity – explains why we exist.
- 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.
- 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!
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.