Senior Multi Asset Investment Specialist

2 weeks ago


London, United Kingdom HSBC Full time

-Job description

Some careers have more impact than others.

If you’re looking for a career where you can make a real impression, join HSBC and discover how valued you’ll be.

Global Asset Management, the investment management business of the HSBC Group, serves HSBC’s worldwide customer base of retail and private clients, intermediaries, corporates and institutions invested in both segregated accounts and pooled funds. Global Asset Management fulfils its purpose of connecting HSBC’s clients with investment opportunities around the world through an international network of offices in approximately 30 countries, delivering global capabilities with local market insight.

We are currently seeking an ambitious individual to join our team as Senior Multi Asset Investment Specialist, working together with colleagues to define, manage and achieve divisional business targets.
Role Purpose
- As Multi Asset is expanding its focus from internal to external clients, the key objectives of the role will be developing our external client’s AUM as a strategic driver for growth supporting our internal clients and primarily GPW, GPB and Insurance as a key part of AMG’s business strategy.
- AMG strategy with GPW is to focus on delivering Managed Solutions, thematic Multi Asset products and Asset Allocation servicing aligned with GPW’s client objectives and constraints.
- The Investment Specialist is an investment expert focus on supporting AMG’s range of Multi-Asset products and ensuring an effective link between portfolio management and distribution. He/she is able to explain the portfolio past performance and the current portfolio positioning. He/she understands our client needs and is anxious to retain our current investors and grow our investor base.
- An important part of the role is improving HSBC GAM’s positioning in the market via the local and global media. Working with AMG Communications teams, the incumbent will be expected to host media “round-tables’, write articles and appear regularly in local press (print, TV & radio) in addition to client/distributor events. The focus will be raising awareness of HSBC’s multi asset product range.
- The role is client-facing, focusing on supporting sales momentum and servicing our current investors most notably via client visits, client events, investment commentaries, media interactions, articles, white papers and clients’ briefings.
- The individual will position HSBC GAM Multi Asset as a leading capability by developing and delivering ‘client friendly’ presentations & written collaterals to a wide spectrum of customers.
- The individual will develop & build a business strategy to identify market opportunities to best position HSBC Multi Asset against competitors
- The individual is expected to contribute to a product strategy with the Global Business.
- The Investment Specialist will review the local product shelf and ensure that they meet the long term needs of our clients. He/she will make recommendations to enhance the product offering and potentially suggest products rationalization.
- The individual will work closely with all stakeholders and will help coordinate their activities, including the portfolio management teams, relationship and servicing teams.
- The role will require interaction with senior management and may include team management.

In this role, you will:

- Participate in the evolution of product capabilities (e.g. fund launches, re-organization), act as a key point person for fund launches and revamp.
- Maintain solid understanding of competitive positioning.
- Provide regular feedback on key competitors and market trends
- Keep track of regulatory changes which have impact on investment funds (including MPF and ORSO) and coordinate with relevant stakeholders for actions.
- Represent Investment Team to Internal and External Clients
- Expert on the funds’ investment process, views and positions
- Provide thought leadership in product space, to include written materials for external publication
- Deliver effective client communication to targeted client segments
- Understands how our process differs from key competitors
- Provide topical market and strategy updates to sales teams on a regular basis
- Provide timely comments on the fund’s performance and ensure pro-active communication is made in case of a “market event”
- Proactively communicate sales propositions and investment opportunities
- Provide regular written portfolio strategy commentary for use in client reports / fact sheets according to pre-agreed deadlines
- Update marketing materials and contribute to RFPs
- At the request of Client Directors to attend client meetings as well as and seminars/events

Major Challenges
- The UK is a key Multi-Asset investment platform and a key priority market for HSBC with significant demands for support and expectations for growth. As well as meeting client group expectations, the role requires flexibility to deal with



  • London, United Kingdom M&G plc Full time

    At M&G our purpose is to help people manage and grow their savings and investments, responsibly. As a business, we are continuing to take steps towards a sustainable future, delivering better long-term solutions for our customers and clients and identifying new opportunities to make a positive impact for our environment and communities. To help us achieve...


  • London, United Kingdom eFinancialCareers Full time

    At M&G our purpose is **to **help people manage and grow their savings and investments, responsibly.** As a business, we are continuing to take steps towards a sustainable future, delivering better long-term solutions for our customers and clientsand identifying new opportunities to make a positive impact for our environment and communities. To help us...


  • London, United Kingdom eFinancialCareers Full time

    **The Role** - Head of the Investment Specialist team reporting directly to the Global Head of Business Development & Client Relationship Management, and responsible for helping to grow business with both asset owners (for core index solutions) and asset managers (forsatellite index solutions), - Feed into the overall strategy of the business from a...


  • London, United Kingdom Point72 Asset Management, L.P Full time

    Point72 Academy 2024 Investment Analyst Program for Experienced Professionals We’re training the next generation of Point72 discretionary investment professionals. The Point72 Academy Program is a ten-month paid training program designed to introduce you to the buy-side and prepare you for a career as a Long/Short Equity Financial Analyst at Point72. ...


  • London, United Kingdom Insight Investment Full time

    Assist client directors on a daily basis to respond to ad hoc client queries • Liaising with quantitative analysts in relation to modelling of liabilities and design of liability hedging and asset protection strategies • Strong understanding of defined benefit pensions • Experience within Investment Management and Investment Solution teams or...


  • London, United Kingdom Insight Investment Full time

    Assist client directors on a daily basis to respond to ad hoc client queries • Liaising with quantitative analysts in relation to modelling of liabilities and design of liability hedging and asset protection strategies • Strong understanding of defined benefit pensions • Experience within Investment Management and Investment Solution teams or...

  • Investment Specialist

    4 weeks ago


    London, United Kingdom LegalAndGeneral Full time

    **Company Description** The world of investment is changing. Our vision at **Legal & General Investment Management** is to create a better, more sustainable future through responsible investing. We work in partnership with our clients around the globe to deliver positive long-term outcomes, while rising to the challenges of a rapidly changing world. Our...


  • London, United Kingdom Mason Blake Full time

    A highly regarded asset manager is currently seeking a bright and enthusiastic individual to join their growing multi-asset investment business. - 1-2 years of work experience in the asset management industry - Strong analytical skills with an advanced level of Excel - High level of attention to detail and numerical accuracy - Interest in financial markets -...


  • London, United Kingdom eFinancialCareers Full time

    **Private Assets Investment Specialist / Private Assets Solutions / Portfolio Construction / Private Equity / Modelling / Private Markets / Investment Manager / Portfolio Manager** **The Role** - This role will work with clients globally to provide investment strategy and portfolio construction advice, with a particular focus on delivering private market...


  • London, United Kingdom Legal & General Group Full time

    The world of investment is changing. Our vision at Legal & General Investment Management is to create a better, more sustainable future through responsible investing. We work in partnership with our clients around the globe to deliver positive long-term outcomes, while rising to the challenges of a rapidly changing world. Our clients include institutional...


  • London, United Kingdom eFinancialCareers Full time

    Responsibilities: - Being the central point of contact for ESG matters pertaining to Multi-Asset and Fixed Income strategies. - Creation of ESG content for usage at events, conferences, client meetings, training, and other stakeholder meetings - Execution of ESG analysis on market trends and competitors - Engagement with regulatory updates to ensure...


  • London, United Kingdom PER, Private Equity Recruitment Full time

    FP&A Lead, Multi-Asset Investment Fund, London, UK FP&A Lead, Multi-Asset Investment Fund, London, UK We are partnering with a leading multi-asset investment firm which is looking to bring an FP&A Lead into their London based finance function. This is a great opportunity to provide key financial insight regarding business performance and take ownership...


  • London, United Kingdom OCR Alpha Full time

    OCR Alpha have partnered with a leading global Hedge Fund in hiring an exceptional candidate for it’s Product Specialist team. The company stands as a prominent player in the alternative asset management landscape globally, operating from key hubs in New York and London. With approximately $25bn in AUM, they offer diverse asset management solutions to a...


  • London, United Kingdom OCR Alpha Full time

    OCR Alpha have partnered with a leading global Hedge Fund in hiring an exceptional candidate for it’s Product Specialist team. The company stands as a prominent player in the alternative asset management landscape globally, operating from key hubs in New York and London. With approximately $25bn in AUM, they offer diverse asset management solutions to a...

  • Investment Specialist

    3 weeks ago


    London, United Kingdom eFinancialCareers Full time

    Responsibilities: - Creation of a diverse portfolio of materials to support client engagement: pitch books, presentations, reporting, marketing collateral, editorial and thought leadership, RFPs - Work with investment directors to curate content to represent the product capabilities - Using these materials to support colleagues on pitches and the onboarding...


  • London, United Kingdom eFinancialCareers Full time

    **Responsibilities** - Act as product specialist representing the business core HY and Leveraged Loan strategies - Work closely with PMs and CIO on product and investment strategy - Work closely with sales teamsto help drive business and revenue - Create marketing material and performance commentaries - Work directly with investors on investor requests -...


  • London, United Kingdom eFinancialCareers Full time

    **Responsibilities ** - Act as product specialist representing the businesses lead credit and absolute return strategies to external institutional and intermediary/wholesale clients - Be the technical expert across all the firm's credit strategies - Represent the firm in technical pitches, conferences and client meetings - Produce technical content and...


  • London, United Kingdom eFinancialCareers Full time

    **Responsibilities ** - Act as product specialist representing the businesses lead fixed income strategies to external institutional and intermediary/wholesale clients - Be the technical expert across all the firm's credit strategies - Represent the firm in technical pitches, conferences and client meetings - Produce technical content and thought...


  • London, United Kingdom Stonehage Fleming Full time

    Description We have an exciting opportunity for a Senior Analyst to join our Investments division in our London office. The role is alongside another Senior Analyst and will be responsible for providing investment input to and oversight for bespoke, key client accounts. Sitting within the investment team, the role works closely with client relationship...


  • London, United Kingdom Non-disclosed Full time

    Fixed Income Product Specialist/Investment Specialist (Spanish speaker), Asset Management, London Fixed Income Product Specialist/Investment Specialist (Spanish speaker), Asset Management, London Non-disclosed London, United Kingdom Fixed Income Product Specialist/Investment Specialist (Spanish speaker), Asset Management, London Non-disclosed...