# Equities Product Specialist

**Company**: HSBC
**Location**: New York, New York
**Experience**: senior
**Job type**: full-time
**Category**: Finance
**Industry**: Finance

**Apply**: https://portal.careers.hsbc.com/careers/job/563774612142763?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply
**Canonical**: https://yubhub.co/jobs/job_53ad40ff-870

## Description

We are seeking a US Equity Product Specialist to help grow and strengthen our equity advisory and idea generation capability for Ultra High Net Worth (UHNW) clients.

You will act as a key link between Portfolio Management, distribution teams (Relationship Managers and Investment Counselors), Product, Client Proposition, and Marketing, ensuring high-quality content, timely execution, and a best-in-class client experience.

Responsibilities:

- Generate and promote equity investment ideas to internal and external audiences, including Investment Counselors, Relationship Managers, and clients

- Align recommendations to HSBC Private Bank's strategic views, working closely with the Global Investment Committee framework

- Deliver high-quality company analysis, demonstrating strong understanding of business models and valuation

- Help lead the build-out of the Equity Advisory program, collaborating with RMs / ICs to design bespoke equity portfolios

- Contribute to the strategic House View, connecting bottom-up stock work to top-down sector, style, and macro factors

- Incorporate ESG considerations into research and recommendations

- Produce polished materials and presentations, with strong written and verbal communication in English and expert use of PowerPoint, Excel, and Bloomberg

- Use generative AI tools responsibly to support research, analysis, and drafting

Requirements:

- Significant experience in global equity markets (Private Banking Advisory / Product Specialist preferred; strong sell-side equity candidates also considered)

- Degree in Finance or Economics

- Series 7, 66 (or 63 and 65) required, may consider contingency

- CFA and/or Master's (highly preferred)

- Advanced skills in Bloomberg, Excel, and PowerPoint (and strong Microsoft Office capability)

- Strong AI capability, with hands-on experience using gen AI tools appropriately in a regulated environment

- Fluent English

Why join HSBC:

- Collaborative, international environment where diverse perspectives are valued

- Access to tailored professional development opportunities

- Competitive pay and benefits package, including a robust Wellness Hub

- Industry-leading volunteerism policy, generous matching gift program, and comprehensive program of immersive Sustainability and Climate Change Initiatives

## Skills

### Required
- Bloomberg
- Excel
- PowerPoint
- CFA
- Series 7
- Series 66
- Finance
- Economics
- ESG
- Generative AI

### Nice to have
- Master's
- AI capability

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Source: [Apply at portal.careers.hsbc.com](https://portal.careers.hsbc.com/careers/job/563774612142763?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply)