Associate, Institutional Portfolio Group; IPG

Our purpose – Opening up a world of opportunity – explains why we exist.

Here at HSBC, we use our unique expertise, capabilities, breadth, and perspectives to open up new kinds of opportunity for our more than 40 million customers. We’re bringing together the people, ideas and capital that nurture progress and growth, helping to create a better world – for our customers, our people, our investors, our communities, and the planet we all share.

In compliance with applicable laws, HSBC is committed to employing only those who are authorized to work in the US. Applicants must be legally authorized to work in the U.S. as HSBC will not engage in immigration sponsorship for this position.

Institutional Portfolio Group is the client sector within Institutional Client Group responsible for all aspects of the Group's relationships with developing or foreign headquartered institutional clients.

• Support Relationship Managers/Global Relationship Managers in day-to-day coverage for a portfolio of Banks (including Correspondent Banks) and Public Sector clients (e.g., sovereigns, central banks, multilateral development banks, local development banks, state-owned entities)
• Coordinate across HSBC’s network to deliver products and services to clients, identifying opportunities and supporting the conversion of ideas into executed outcomes
• Plan and deliver high-profile client meetings, materials, and events that support business development and HSBC’s strategy
• Support revenue generation against targets, product alignment, customer satisfaction, and disciplined cost management
• Maintain effective working relationships with key client contacts and internal stakeholders across regions and product teams
• Support origination and execution across a broad spectrum of HSBC capabilities and products
• Partner with product and risk stakeholders to ensure transactions appropriately balance risk and return, meet internal governance requirements, and protect HSBC from material loss
• Draft and present (as required) credit requests and supporting documentation to senior credit officers and relevant internal committees, demonstrating strong written communication and sound judgement
• Act as a First Line of Defense owner for managing financial crime and relationship risk across the portfolio
• Ensure assigned relationships comply with AML (Anti Money Laundering) / KYC (Know Your Customer) / Compliance requirements and HSBC control standards
• Maintain HSBC internal control standards, including timely remediation of audit findings and addressing issues raised by internal governance and external regulators
• Support presentations/escalations and participate in governance forums as needed

• Proficient Spanish language skills
• Analyst/Associate-level experience in banking/financial services, ideally with exposure to Financial Institutions (including Correspondent Banking) and/or Public Sector clients across jurisdictions
• Strong collaboration skills and ability to lead by influence across countries, teams, and senior stakeholders
• Good understanding of financial markets and banking products (e.g., cash management, custody, trade, lending, capital markets, asset finance)
• Strong risk mindset, including familiarity with credit fundamentals and financial crime / AML / KYC expectations (Correspondent Banking risk experience preferred)
• Excellent communication and organisational skills; proficiency in Microsoft Office; willingness to learn quickly and take ownership
• Commitment to acting with integrity and upholding HSBC’s values and business principles
• FINRA Series 7, 63, and 79 licenses are required. A contingency period to obtain…