Senior Equity Portfolio Manager

HSBC may engage in immigration sponsorship for this position if needed.

About the role

As the Senior Equity Portfolio Manager, you will be responsible for the ongoing management of the US equity portfolios, including delivering strong investment performance and effectively managing risk. This role involves leading a team of Project Managers and analysts, collaborating with internal stakeholders, and supporting the commercial success of the strategies offered.

Responsibilities

• Follow team-established investment philosophy and processes in security selection and portfolio construction.
• Evaluate and optimize portfolios to improve returns and manage risk.
• Monitor portfolios for necessary adjustments, rebalancing assets based on market movements, cash flows, and performance deviations.
• Utilize financial models and analytics tools to generate insights, supporting data-driven decision-making.
• Conduct regular reviews of portfolio performance and risk metrics.
• Participate and communicate high-conviction portfolio holdings with equity peers and other stakeholders.
• Contribute toward developing best practices in equity research and portfolio management.
• Develop a multi-year business plan together with product specialists and marketing.
• Develop a strong narrative for investment strategies.
• Participate in internal and external client events.
• Present investment strategies, performance, and market outlook with internal and external clients.
• Support and oversee the end-to-end derivatives process (e.g., Operations, Legal, Compliance, Risk).
• Lead, mentor, and develop a high-performing investment team, fostering a culture of excellence and continuous improvement.
• Provide strategic direction and support to portfolio managers, analysts, and traders.
• Promote collaboration and knowledge sharing within the team and across the organization.
• Contribute to improved and efficient operational controls and processes.
• Ensure all investment activities comply with OCC Regulation 9, including fiduciary responsibilities and prudent investment management.
• Maintain up-to-date knowledge of regulatory changes and ensure the investment team adheres to all legal and regulatory requirements.
• Prepare and oversee regulatory communications and audits as required.
• Manage the balance between investment returns and risks.
• Prioritize deliverables effectively considering evolving demands and occasional resourcing constraints.
• Work with stakeholders to drive portfolio outcome consistency.
• Ensure all trading activities comply with internal policies and regulatory guidelines.
• Establish and maintain robust risk management practices to identify, assess, and mitigate investment and non-financial risks.
• Ensure compliance with OCC Regulation 9 and other relevant regulatory requirements.
• Develop and oversee the implementation of risk control measures and procedures.
• Adhere to processes and controls to identify and mitigate risks and ensure timely escalation of control issues and reputation risks.
• Provide leadership on regulatory and compliance matters.

Requirements

• Strong domain expertise in US equity research and portfolio management.
• Proven track record in equity portfolio management and investment research.

Benefits

• Tailored professional development opportunities.
• Competitive pay and benefits package, including a robust Wellness Hub.
• Industry-leading volunteerism policy.
• Generous matching gift program.
• Comprehensive program of immersive Sustainability and Climate Change Initiatives.
• Access to Employee Resource Groups for networking and development.
• Inclusive and welcoming work environment.