Job description

JOB DESCRIPTION

As a senior member of the Global Research team this role is part of our growth plan to extend our thought leadership across big themes and provide stock coverage of consumer tech stocks in the Americas 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. The key client base is based in Asia usually UHNIs and there will be key institutional clients & Hedge Funds in other regions. 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 role also encompasses leading the Mexico equity research team, which involves mentoring/training juniors and ensuring that the juniors analysts progress to become publishing analysts. Ensuring that the right type of analysts are on the platform and will progress to becoming a senior analyst is key skill set.

Overlay analytical skills at the stock level with a full understanding of the dynamics at play within the company/sector/region.
Maintain a consistent flow of high quality actionable/commercial research product.
Interact with company managements and investors.
Adhere to the Equity Analyst Scorecard Metrics.
All analysts to have maintained call lists.
All interactions must be correctly logged in the CRM system (Evolve).
To actively engage with clients through meetings/calls and to advise clients whether to buy/sell or hold the underlying equity.
To work closely with Research Marketing, equity sales, sales trading, trading (market makers), to ensure dissemination of information and coordinated flow of information to clients.
Proactively improve service to clients with regular calls, meetings and service requests.
Proactively contribute to vote collection to get your team and the HSBC research department ranked in targeted external surveys.
Provide investor access for our clients.