ETF and Indexing Investment Specialist

2 weeks ago

Birmingham, Birmingham, United Kingdom HSBC Full time
About the Role

HSBC Asset Management is seeking an experienced ETF and Indexing Investment Specialist to join our team in Birmingham. As a key member of our Passive Growth team, you will play a crucial role in expanding our passive product offerings and services to meet the needs of institutional and wholesale clients.

Key Responsibilities
  • Support sales by using tools for engaging clients, such as comparing products, attributing performance, analysing the market landscape, and advising on asset allocation and solutions-based products.
  • Assist in creating marketing materials like pitch decks, fund summaries, brochures, and sales tools.
  • Help fulfil product and client queries, assist with reporting duties, and provide fund commentary for all passive products, including mandates.
  • Contribute to developing product ideas by conducting market and landscape analysis, designing index methodologies, and analysing competitors.
  • Assist in quantitative and qualitative analysis related to indices and fund configurations.
Requirements
  • Essential: Experience of working within a Passive investments business either within an Investment Specialist, Product Development, Portfolio Management or Operations role.
  • Previous experience in a technical role, particularly in Sales Support, would be preferable but not essential. Experience in explaining technical ideas would also be helpful.
  • Previous work experience in the finance industry and knowledge of financial markets would be very advantageous including within a Global Markets business at an investment bank for example.
  • Essential to understand the product lifecycle though this is not necessary from the outset.
  • Analytical thinking and proficiency in working with data are required with programming skills a plus but not essential.
  • Clear communication skills, excellent writing abilities, and a problem-solving mindset with a positive attitude are necessary.
About HSBC

HSBC is a global banking and financial services organization with a presence in over 80 countries. We are committed to creating diverse and inclusive workplaces and are proud to be part of the Disability Confident Scheme.

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