Associate Director, Greater China Financials Research

HSBC Global Investment Research (GIR) is a 'CIB client servicing and revenue generating' global business unit, positioned as one of the key business lines of CIB. GIR is an independent research house with a strong focus on Emerging Markets (EMs). We have analysts covering 1,700+ companies, 60+ economies, 45+ sovereigns' rates and 50+ currencies globally. In addition to partnering with the CIB clients, Global Research also collaborates with the rest of the Group businesses, such as IWPB.

To all of our clients and stakeholders, we aim to deliver thought leadership and actionable recommendations, combining unparalleled local insights, global connectivity and professional integrity.

Role overview

Covering analyst, Mainland China and Hong Kong Insurance/Non-bank Financial Companies

Purpose of the job

• Initiate and maintain coverage of insurance and non-bank financial companies in Mainland China and Hong Kong
• Publish sell-side research reports and offer investment recommendations to institutional investors and HNWI
• Support senior analysts on company coverage and industry research
• Collaborate with the wider HSBC platform across regions and functions to deliver insights and address client requests

Skills/Experience Required

Skill Set

• In-depth understanding of the Mainland China and Hong Kong insurance industry and capital markets
• Generating investment ideas; publishing research reports; staying on top of industry developments
• Engage professionally with institutional clients, senior corporate management, and internal stakeholders
• Familiar with the sell-side investment research business and operating within a global bank environment
• Self-driven, client-centric, analytical and logical, strong communicator, fast learner, adaptable

Qualifications

• University graduate (or above) with strong academic record and knowledge of finance/insurance
• CFA and knowledge of AI/tech adoption in financial services are a plus
• Fluent in English and Chinese

Experience

• Solid relevant experience in investment research and/or the insurance industry.

Global risk objective

• Understand and adhere to both the letter and the spirit of all laws, regulations and regulatory guidance that apply to the role, promptly reporting any breaches in accordance with local procedures.
• Maintain sufficient and effective processes and controls identifying and mitigating risks and ensure timely escalation and resolution of all control issues and reputation risks

Compliance

• DIM/FIM: Adherence to Global Research's policies and procedures as laid out in the Desk Instruction Manual (DIM), Functional Instruction Manual (FIM) and any other relevant group policies and procedures
• Conduct Risk: Adherence to: (1) the Conduct Risk agenda, ensuring full compliance with the High-Performance Culture and Values programme; (2) Group directives regarding Global Standards; (3) the Three Lines of Defence
• Mandatory Training: Ensure completion of assigned trainings on time