Equity Analyst

**Equity Analyst, US Consumer and Retail**We are seeking an ambitious individual to join HSBC Global Research in United States as Equity Analyst. The role is to be part of a team covering US Consumer and Retail stocks which includes individual stock coverage as well as ensuring all of the team’s coverage continues to be up-to-date and relevant. 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 key client base is based in Asia usually UHNIs but there will be key institutional clients in other regions. The role requires:- Stock coverage: Research coverage of requisite stocks as assigned by the Research Management. Maintain a consistent flow of high quality actionable research on covered stocks including timely updates on earning releases and any other significant events. Ensuring that there are timely updates in place for all stocks within the team’s coverage universe.- Global Products and Thematic research: Produce thematic research on coverage as appropriate highlighting major themes and key trends, analysed and presented in great depth and detail. Drive and contribute to global products as required by global/regional Asset-class and Sector heads.- ESG integration: Actively track and highlight environment, social, governance and sustainability issues in covered companies/sector and integrate them in company performance and valuation assessments- Research communication: Proactively communicate research views to internal and external clients advising on covered sector/ stocks. Actively listen and adapt the communication style considering the audience while being open and honest.- Client service: Engage with clients through meetings/calls and to advise clients whether to buy/sell or hold the underlying equity. Respond quickly, efficiently and accurately to ad-hoc requests. Proactively seek client recognition for self and team and contribute to improving HSBC Research ranking in targeted external surveys. Establish credibility with clients as trusted advisor, promote a client-first attitude and uphold high ethical standards when dealing with clients. Key clients will be based in Asia and usually UHNIs, but there will be coverage of key institutional clients in other regions.- Relationship management: Establish credible relationship with a range of internal and external stakeholders including clients and corporates. Improve overall engagement and be pro-active in anticipating and acting on commercial opportunities.- Sector Knowledge: Strong understanding of one or more Equity sectors managed as well as companies within their remit. Should be able to spot key trends that drive investment views on covered equity sector and companies and utilizes them to generate actionable ideas.- Financial knowledge: Overlay analytical skills with the full understanding of dynamics at play within their sector and/or companies to reflect them in the financial models and valuation concepts.- Adhere to the Equity Analyst Scorecard MetricsRequirementsSkill Set- Effective spoken and written communication skills in English- Strong expertise and technical knowledge in finance including financial modelling, financial statement analysis and company/sector valuation- Good understanding of financial markets and various asset classes- Proficiency with financial research tools such as Bloomberg, Refinitiv Eikon and Refinitiv DataStream- Must be detail-oriented to minimize errors and possess good analytical skills- Computer literacy and proficiency in MS Office (Excel, Word, Power Point)- Great team player; Organized; diligent; ability to put extra efforts when required- Ability to work independently; comfortable in dealing with ambiguity- Ability to network with seniors, peers and juniors across the organization- Ability to think independently in a strategic manner and go beyond what is asked- Highly aspirational, ambitious and a self-motivated person**Qualifications**:- Post Graduate studies in Finance (MBA/CA/CFA) or equivalent from a reputed instituteExperience- Minimum 15 years of experience in the sell side equity research but buy-side and industry experience can be included.- Coverage of Emerging markets at some point is helpful- Active stakeholder management experience is a must“At HSBC we offer our colleagues a greater number of days so that they can fully enjoy their wedding, take care of the new member of the family, or grieve the loss of a family member. Our paid leave package is at the forefront in Mexico, now you have one more reason to be HSBC and proudly live a culture of well-being, balance and care”