Consumer Research Analyst

HSBC Global Research is an independent research house with a strong focus on Emerging Markets (EMs). We have c350 analysts covering 1,900 companies, 60 economies, 45 sovereigns’ rates and 50 currencies globally. Our analysts, based out of 22 countries, are spread across Asia-Pacific, Europe, the Americas, the Middle East and Africa.

With a particular focus on EMs, UK, as well as environmental, social and governance (ESG) issues, we provide regular comment and analysis on topics including economics, currencies, fixed income and equities. Our goal is to generate unique investment opportunities for our clients by sharing our insights and creating thought-provoking ideas.

Role overview (US Consumer Analyst)

As a member of the Global Research team this role is part of our growth plan to extend our thought leadership across big themes and provide US coverage to help all parts of the bank. The incumbent will be responsible for analysing and interpreting economic developments and key trends in equity markets impacting the covered stocks/sector, and providing timely views for internal/external clients.

Purpose of the job

We are seeking an ambitious individual to join HSBC Global Research in United States as Equity Analyst. The role is to be part of a team covering US Consumer and Retail stocks which includes individual stock coverage as well as ensuring all of the team’s coverage continues to be up-to-date and relevant. 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:

• Stock coverage: Research coverage of requisite stocks as assigned by the Research Management. Maintain a consistent flow of high quality actionable research on covered stocks including timely updates on earning releases and any other significant events. Ensuring that there are timely updates in place for all stocks within the team’s coverage universe.
• Research reports: Consistently apply sound research writing principles to produce independent research which is clear, coherent and non-consensual. 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.
• ESG integration: Actively track and highlight environment, social, governance and sustainability issues in covered companies/sector and integrate them in company performance and valuation assessments
• Research communication: Proactively communicate research views to internal and external clients advising on covered sector/ stocks. 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 whether to buy/sell or hold the underlying equity. 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.
• Sector Knowledge: Strong understanding of one or more Equity sectors managed as well as companies within their remit. Should be able to spot key trends that drive investment views on covered equity sector and companies and utilizes them to generate actionable ideas.
• Financial knowledge: Overlay analytical skills with the full understanding of dynamics at play within their sector and/or companies to reflect them in the financial models and valuation concepts.
• 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
• Recruit, train and retain your team members including your associates in off-shore locations
• Develop our inclusive culture and practices in order to mitigate the effects of unconscious bias in our decision making

For this role, HSBC targets a fixed pay range between $200,000 and $300,000.

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.

At HSBC, our overall goal is to provide a competitive Total Reward Package, with an appropriate mix of fixed pay, and variable pay, as part of an employee’s overall total compensation and benefits. Variable pay generally takes the form of discretionary, annual awards (sometimes referred to as a “bonus”). Additionally, HSBC offers a wide range of competitive and flexible benefits designed to help you improve your health and well-being, finances, and lifestyle.

Salary : $200,000 - $300,000