Description
Role Title: Senior Credit & ESG Analyst
Business: Retail Banking and Wealth Management, Asset Management.
New or Existing Role-Replacement
Grade: GCB4
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.
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 Credit & ESG Analyst, working together with colleagues to define, manage and achieve divisional business targets.
Role Purpose
Undertaking fundamental and ESG research, producing research reports and identifying material ESG issues for the companies covered and making recommendations for impact funds
In this role, you will:
- Translate fundamental research and analysis into investment ideas and providing relative value ideas for impact funds and other relevant funds within the coverage scope; assessing and recommending green bonds and other sustainable investment opportunities to a wide range of mandates including mutual funds, active client mandates, buy and hold portfolios as well as global liquidity funds
- Monitor the credit quality of issuers in relevant funds and propose substitution in case of anticipated credit impairment, and to oversee the compliance of issuers with their green bond frameworks including monitoring of use of proceeds and annual reporting.
- Play a key role and contribute to ESG projects in the fixed income platform, complete sustainability assessments and questionnaires for issuers invested in impact funds and coordinate with ESG Research, Responsible Investment (“RI”), Stewardship & Corporate Governance Teams at the company
- Undertake fundamental credit research by covering a portfolio of issuers notably but not limited to EM and DM utilities, real estate sectors – mainly EM Ex-Asia and UK
- Provide relative value bond recommendations in major currencies (EUR, GBP and USD) across the capital structure for credit funds and present ideas to portfolio managers
- Produce written reports such as quarterly earnings updates, relative value analysis and new issue comments, annual reviews and industry reviews
- Analyse sector trends to assess impact on credit worthiness and relative value implications; perform green bonds and thematic ESG fixed income research
- Regularly interacting with the management of issuing companies, rating agencies, sell-side analysts and other relevant industry participants
- Participate into relevant internal committees and represent the company at internal and external events
- Engage with companies under coverage and supporting engagement strategies.
