Associate, Institutional Portfolio Group (IPG)
HSBC · New York, NY · Yesterday
HybridOTHRFull-time
We need to output HTML fragment with headings for sections: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections that have real specific content. Remove boilerplate, EEO, etc. Must preserve all substantive info.
We need to parse the posting.
First paragraph: "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. In compliance with applicable laws, HSBC is committed to employing only those who are authorized to work in the US. Applicants must be legally authorized to work in the U.S. as HSBC will not engage in immigration sponsorship for this position."
That's about the company and work authorization. Could be "About the role"? Actually "About the role" is typical heading for description of role. But the first part is about company purpose. Could be considered "About the role"? Might be better to treat as "About the role" includes purpose and work auth.
Next: "Institutional Portfolio Group is the client sector within Institutional Client Group responsible for all aspects of the Group's relationships with developing or foreign headquartered institutional clients. The Institutional Portfolio Group (IPG) Associate will support coverage bankers in managing and growing relationships across a portfolio of Banks and Public Sector clients, with a particular focus on non-US/international clients and public sector institutions in the Americas/Latin America. The role blends relationship management, business development support, transaction execution, and strong ownership of credit and financial crime risk obligations. The Associate will coordinate the delivery of HSBC’s global product platform, support high-quality client engagement, and ensure the portfolio is managed in line with HSBC’s internal standards and external regulatory expectations."
That's role description.
Then "As Our Associate, Institutional Portfolio Group (IPG) You Will" then bullet list of responsibilities.
We need to extract responsibilities as list items.
Then qualifications: "You´ll likely have the following qualifications to succeed in this role:" then list.
Then "As an HSBC employee, you will have access to tailored professional development opportunities..." then benefits: "We offer a competitive pay and benefits package including a robust Wellness Hub, all in a welcoming and inclusive work environment. You will be empowered to drive HSBC’s engagement with the communities we serve through an industry-leading volunteerism policy, a generous matching gift program, and a comprehensive program of immersive Sustainability and Climate Change Initiatives. You’ll want to join our Employee Resource Groups as they play a central part in life at HSBC, including the development of our employees and networking inside and outside of HSBC. 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!"
Then "Your final fixed pay offer will depend on the candidate and several variables, including but not limited to, role responsibilities, skill set, depth of experience and education, licensing/certification requirements, internal relativity, and specific work location." That's pay info but not specific numbers. The instruction: never create Pay/Schedule/Benefits sections unless the posting actually states them. It says "competitive pay and benefits package" but no specific numbers. Should we include Pay section? It says "competitive pay and benefits package" is a statement but not specific. The rule: never emit a heading followed by filler/placeholder text (e.g., "commensurate with experience", "not specified", "N/A", "varies", "TBD") and never create Pay/Schedule/Benefits sections unless the posting actually states them. Here they say "competitive pay and benefits package" which is vague but still states that there is a competitive pay and benefits package. Is that considered stating them? It's not a specific number but it's stating that there is pay and benefits. The rule says "never create Pay/Schedule/Benefits sections unless the posting actually states them." It does state that there is a competitive pay and benefits package. So we could include a Benefits section (since they mention benefits) and maybe Pay section? They mention pay but not specifics. Might be considered filler? The phrase "competitive pay" is vague but still states that pay is competitive. I'd lean to include a Benefits section (since they list Wellness Hub, volunteerism policy, matching gift, sustainability initiatives, Employee Resource Groups). Pay section maybe not needed because no specific pay details. But we could include a Pay section with statement "Competitive pay based on experience, skills, location, etc." However that is somewhat generic. The rule says avoid filler like "commensurate with experience". That is similar. So better to omit Pay section.
Schedule: no mention.
Thus sections: About the role (company purpose + work auth), Responsibilities, Qualifications (maybe combine qualifications and skills?), Skills, Benefits.
We need to decide headings: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule.
We have content for About the role, Responsibilities, Qualifications (the list after "You´ll likely have the following qualifications to succeed in this role:"), Skills (maybe overlapping with qualifications; but we can separate: qualifications list includes language skills, experience, collaboration skills, understanding of financial markets, risk mindset, communication/organizational skills, integrity, FINRA licenses. Those are qualifications/skills. Could put them under Qualifications. Skills maybe not needed separately if overlapping. But we could split: Qualifications (education/experience/licenses) and Skills (soft skills). However the instruction: prefer a few substantive sections over many thin ones. So maybe combine into Qualifications (includes skills). Then Benefits separate.
Thus sections: About the role, Responsibilities, Qualifications, Benefits.
Check if any other sections like Requirements? The qualifications list could be considered Requirements. But we have Qualifications heading. We'll use Qualifications.
Now we need to format.
About the role: combine purpose paragraph and work auth paragraph and maybe the description of IPG and role blend? Actually the role description after that could be part of About the role or Responsibilities. Usually About the role includes overview. Responsibilities list the duties. So we can put the IPG description and role blend in About the role.
Thus About the role content: purpose paragraph, work auth, IPG description, role blends sentence, coordinate delivery sentence.
Let's craft.
Responsibilities: list items from "As Our Associate, Institutional Portfolio Group (IPG) You Will" bullet points.
We need to extract each line after that heading.
List:
- Support Relationship Managers/Global Relationship Managers in day-to-day coverage for a portfolio of Banks (including Correspondent Banks) and Public Sector clients (e.g., sovereigns, central banks, multilateral development banks, local development banks, state-owned entities)
- Coordinate across HSBC’s network to deliver products and services to clients, identifying opportunities and supporting the conversion of ideas into executed outcomes
- Plan and deliver high-profile client meetings, materials, and events that support business development and HSBC’s strategy
- Support revenue generation against targets, product alignment, customer satisfaction, and disciplined cost management
- Maintain effective working relationships with key client contacts and internal stakeholders across regions and product teams
- Support origination and execution across a broad spectrum of HSBC capabilities and products
- Partner with product and risk stakeholders to ensure transactions appropriately balance risk and return, meet internal governance requirements, and protect HSBC from material loss
- Draft and present (as required) credit requests and supporting documentation to senior credit officers and relevant internal committees, demonstrating strong written communication and sound judgement
- Act as a First Line of Defense owner for managing financial crime and relationship risk across the portfolio
- Ensure assigned relationships comply with AML (Anti Money Laundering) / KYC (Know Your Customer) / Compliance requirements and HSBC control standards
- Maintain HSBC internal control standards, including timely remediation of audit findings and addressing issues raised by internal governance and external regulators
- Support presentations/escalations and participate in governance forums as needed
Now Qualifications: list after "You´ll likely have the following qualifications to succeed in this role:":
- Proficient Spanish language skills
- Analyst/Associate-level experience in banking/financial services, ideally with exposure to Financial Institutions (including Correspondent Banking) and/or Public Sector clients across jurisdictions
- Strong collaboration skills and ability to lead by influence across countries, teams, and senior stakeholders
- Good understanding of financial markets and banking products (e.g., cash management, custody, trade, lending, capital markets, asset finance)
- Strong risk mindset, including familiarity with credit fundamentals and financial crime / AML / KYC expectations (Correspondent Banking risk experience preferred)
- Excellent communication and organisational skills; proficiency in Microsoft Office; willingness to learn quickly and take ownership
- Commitment to acting with integrity and upholding HSBC’s values and business principles
- FINRA Series 7, 63, and 79 licenses are required. A contingency period to obtain licensing can be provided at manager’s discretion
Now Benefits: after "As an HSBC employee, you will have access to tailored professional development opportunities to ensure you have the right skills for today and tomorrow. We offer a competitive pay and benefits package including a robust Wellness Hub, all in a welcoming and inclusive work environment. You will be empowered to drive HSBC’s engagement with the communities we serve through an industry-leading volunteerism policy, a generous matching gift program, and a comprehensive program of immersive Sustainability and Climate Change Initiatives. You’ll want to join our Employee Resource Groups as they play a central part in life at HSBC, including the development of our employees and networking inside and outside of HSBC. 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!"
We need to extract substantive benefits: tailored professional development opportunities, competitive pay and benefits package (including robust Wellness Hub), welcoming and inclusive work environment, industry-leading volunteerism policy, generous matching gift program, comprehensive program of immersive Sustainability and Climate Change Initiatives, Employee Resource Groups (development and networking). Also statements about values maybe not needed.
We'll put as list.
Now ensure we don't include boilerplate like EEO etc. The final paragraph about equal opportunity etc should be removed.
Now produce HTML:
for sections: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections that have real specific content. Remove boilerplate, EEO, etc. Must preserve all substantive info.
We need to parse the posting.
First paragraph: "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. In compliance with applicable laws, HSBC is committed to employing only those who are authorized to work in the US. Applicants must be legally authorized to work in the U.S. as HSBC will not engage in immigration sponsorship for this position."
That's about the company and work authorization. Could be "About the role"? Actually "About the role" is typical heading for description of role. But the first part is about company purpose. Could be considered "About the role"? Might be better to treat as "About the role" includes purpose and work auth.
Next: "Institutional Portfolio Group is the client sector within Institutional Client Group responsible for all aspects of the Group's relationships with developing or foreign headquartered institutional clients. The Institutional Portfolio Group (IPG) Associate will support coverage bankers in managing and growing relationships across a portfolio of Banks and Public Sector clients, with a particular focus on non-US/international clients and public sector institutions in the Americas/Latin America. The role blends relationship management, business development support, transaction execution, and strong ownership of credit and financial crime risk obligations. The Associate will coordinate the delivery of HSBC’s global product platform, support high-quality client engagement, and ensure the portfolio is managed in line with HSBC’s internal standards and external regulatory expectations."
That's role description.
Then "As Our Associate, Institutional Portfolio Group (IPG) You Will" then bullet list of responsibilities.
We need to extract responsibilities as list items.
Then qualifications: "You´ll likely have the following qualifications to succeed in this role:" then list.
Then "As an HSBC employee, you will have access to tailored professional development opportunities..." then benefits: "We offer a competitive pay and benefits package including a robust Wellness Hub, all in a welcoming and inclusive work environment. You will be empowered to drive HSBC’s engagement with the communities we serve through an industry-leading volunteerism policy, a generous matching gift program, and a comprehensive program of immersive Sustainability and Climate Change Initiatives. You’ll want to join our Employee Resource Groups as they play a central part in life at HSBC, including the development of our employees and networking inside and outside of HSBC. 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!"
Then "Your final fixed pay offer will depend on the candidate and several variables, including but not limited to, role responsibilities, skill set, depth of experience and education, licensing/certification requirements, internal relativity, and specific work location." That's pay info but not specific numbers. The instruction: never create Pay/Schedule/Benefits sections unless the posting actually states them. It says "competitive pay and benefits package" but no specific numbers. Should we include Pay section? It says "competitive pay and benefits package" is a statement but not specific. The rule: never emit a heading followed by filler/placeholder text (e.g., "commensurate with experience", "not specified", "N/A", "varies", "TBD") and never create Pay/Schedule/Benefits sections unless the posting actually states them. Here they say "competitive pay and benefits package" which is vague but still states that there is a competitive pay and benefits package. Is that considered stating them? It's not a specific number but it's stating that there is pay and benefits. The rule says "never create Pay/Schedule/Benefits sections unless the posting actually states them." It does state that there is a competitive pay and benefits package. So we could include a Benefits section (since they mention benefits) and maybe Pay section? They mention pay but not specifics. Might be considered filler? The phrase "competitive pay" is vague but still states that pay is competitive. I'd lean to include a Benefits section (since they list Wellness Hub, volunteerism policy, matching gift, sustainability initiatives, Employee Resource Groups). Pay section maybe not needed because no specific pay details. But we could include a Pay section with statement "Competitive pay based on experience, skills, location, etc." However that is somewhat generic. The rule says avoid filler like "commensurate with experience". That is similar. So better to omit Pay section.
Schedule: no mention.
Thus sections: About the role (company purpose + work auth), Responsibilities, Qualifications (maybe combine qualifications and skills?), Skills, Benefits.
We need to decide headings: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule.
We have content for About the role, Responsibilities, Qualifications (the list after "You´ll likely have the following qualifications to succeed in this role:"), Skills (maybe overlapping with qualifications; but we can separate: qualifications list includes language skills, experience, collaboration skills, understanding of financial markets, risk mindset, communication/organizational skills, integrity, FINRA licenses. Those are qualifications/skills. Could put them under Qualifications. Skills maybe not needed separately if overlapping. But we could split: Qualifications (education/experience/licenses) and Skills (soft skills). However the instruction: prefer a few substantive sections over many thin ones. So maybe combine into Qualifications (includes skills). Then Benefits separate.
Thus sections: About the role, Responsibilities, Qualifications, Benefits.
Check if any other sections like Requirements? The qualifications list could be considered Requirements. But we have Qualifications heading. We'll use Qualifications.
Now we need to format.
About the role: combine purpose paragraph and work auth paragraph and maybe the description of IPG and role blend? Actually the role description after that could be part of About the role or Responsibilities. Usually About the role includes overview. Responsibilities list the duties. So we can put the IPG description and role blend in About the role.
Thus About the role content: purpose paragraph, work auth, IPG description, role blends sentence, coordinate delivery sentence.
Let's craft.
Responsibilities: list items from "As Our Associate, Institutional Portfolio Group (IPG) You Will" bullet points.
We need to extract each line after that heading.
List:
- Support Relationship Managers/Global Relationship Managers in day-to-day coverage for a portfolio of Banks (including Correspondent Banks) and Public Sector clients (e.g., sovereigns, central banks, multilateral development banks, local development banks, state-owned entities)
- Coordinate across HSBC’s network to deliver products and services to clients, identifying opportunities and supporting the conversion of ideas into executed outcomes
- Plan and deliver high-profile client meetings, materials, and events that support business development and HSBC’s strategy
- Support revenue generation against targets, product alignment, customer satisfaction, and disciplined cost management
- Maintain effective working relationships with key client contacts and internal stakeholders across regions and product teams
- Support origination and execution across a broad spectrum of HSBC capabilities and products
- Partner with product and risk stakeholders to ensure transactions appropriately balance risk and return, meet internal governance requirements, and protect HSBC from material loss
- Draft and present (as required) credit requests and supporting documentation to senior credit officers and relevant internal committees, demonstrating strong written communication and sound judgement
- Act as a First Line of Defense owner for managing financial crime and relationship risk across the portfolio
- Ensure assigned relationships comply with AML (Anti Money Laundering) / KYC (Know Your Customer) / Compliance requirements and HSBC control standards
- Maintain HSBC internal control standards, including timely remediation of audit findings and addressing issues raised by internal governance and external regulators
- Support presentations/escalations and participate in governance forums as needed
Now Qualifications: list after "You´ll likely have the following qualifications to succeed in this role:":
- Proficient Spanish language skills
- Analyst/Associate-level experience in banking/financial services, ideally with exposure to Financial Institutions (including Correspondent Banking) and/or Public Sector clients across jurisdictions
- Strong collaboration skills and ability to lead by influence across countries, teams, and senior stakeholders
- Good understanding of financial markets and banking products (e.g., cash management, custody, trade, lending, capital markets, asset finance)
- Strong risk mindset, including familiarity with credit fundamentals and financial crime / AML / KYC expectations (Correspondent Banking risk experience preferred)
- Excellent communication and organisational skills; proficiency in Microsoft Office; willingness to learn quickly and take ownership
- Commitment to acting with integrity and upholding HSBC’s values and business principles
- FINRA Series 7, 63, and 79 licenses are required. A contingency period to obtain licensing can be provided at manager’s discretion
Now Benefits: after "As an HSBC employee, you will have access to tailored professional development opportunities to ensure you have the right skills for today and tomorrow. We offer a competitive pay and benefits package including a robust Wellness Hub, all in a welcoming and inclusive work environment. You will be empowered to drive HSBC’s engagement with the communities we serve through an industry-leading volunteerism policy, a generous matching gift program, and a comprehensive program of immersive Sustainability and Climate Change Initiatives. You’ll want to join our Employee Resource Groups as they play a central part in life at HSBC, including the development of our employees and networking inside and outside of HSBC. 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!"
We need to extract substantive benefits: tailored professional development opportunities, competitive pay and benefits package (including robust Wellness Hub), welcoming and inclusive work environment, industry-leading volunteerism policy, generous matching gift program, comprehensive program of immersive Sustainability and Climate Change Initiatives, Employee Resource Groups (development and networking). Also statements about values maybe not needed.
We'll put as list.
Now ensure we don't include boilerplate like EEO etc. The final paragraph about equal opportunity etc should be removed.
Now produce HTML:
About the role
...
Responsibilities
- ... ...
Qualifications
- ... ...
Benefits
- ... ...