Economist - Portfolio Strategist

hace 1 día


Xico, México Hsbc A tiempo completo
About the Role

We are seeking a highly skilled Financial Strategist to join our team at Hsbc. As a key member of our multi-asset portfolio team, you will be responsible for contributing to the design, execution, and implementation of our investment strategy.

Key Responsibilities
  • Develop fundamental and market analysis to select attractive assets for our mandates and investment funds.
  • Contribute to ensuring that our multi-asset investment strategy meets the investment objectives of each client.
  • Help guarantee the necessary liquidity to cover cash requirements requested by clients and owners of the mandates.
  • Contribute to the planning of the strategy to be implemented in each portfolio, maximizing performance while following regulations.
  • Support ensuring compliance with regulations, internal parameters, and investment restrictions.
  • Prepare local committees on investment strategy issues for multi-asset portfolios.
  • Contribute to positioning the multi-asset team as best in class, maintaining high performance in investment portfolios.
  • Contribute to the operational efficiency of the multi-asset team, maintaining regulatory certifications and aligning the way of working with related areas.
Requirements
  • Bachelor's degree in Economics, Administration, Actuary, or Engineering.
  • Knowledge of mathematics, financial markets, statistics, and economics.
  • Knowledge of various financial markets, both local and foreign.
  • CFA desirable.
  • AMIB certification figure 3.
  • Advanced command of financial English.
  • Ability to communicate investment ideas, both in writing and to the committee and investment teams.
  • Knowledge of the Mexican market and internal and external factors that impact it.
  • Desirable work experience of more than 5 years.


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