Portfolio Manager (m/w/d)

About HSBC Deutschland

HSBC Deutschland is part of the HSBC Group, one of the world's leading commercial banks.

At HSBC, our goal is to open up a world of opportunity. By joining our team, you can be part of something bigger. We value Diversity & Inclusion, as HSBC connects you with colleagues around the globe and empowers you to shape your future.

We are looking for employees with personality! Characters who stand up for our shared goals and support each other, while simultaneously finding convincing solutions for our customers. If you want to combine seemingly incompatible things at your next employer, we warmly welcome you at HSBC.

Here in Düsseldorf, as a Portfolio Manager (m/f/d), you will help to further develop and expand the business of Internationale Kapitalanlagegesellschaft mbH (INKA).

Our subsidiary, Internationale Kapitalanlagegesellschaft mbH (INKA), is one of the leading providers in the administration of special securities funds. INKA bundles services in the middle and back office of fund business and sets new standards with the quality of its services in the areas of accounting, reporting, and risk controlling.

Are you good with numbers? Do you have a strong interest in financial products? Do you enjoy close exchange with colleagues* and customers*? If you answered yes to any of these questions, we want to hear from you! Even if you don't think you meet 100% of the requirements, we encourage you to apply if you believe this role is right for you.

*For better readability and understanding, we use gender-specific terms. Wherever possible, we strive for gender-neutral wording. Please note that all designations are to be understood as gender-neutral and include all genders equally.

HSBC is not just a great employer; we also offer the following unique and exciting opportunities and benefits:

• Work-life balance: We offer flexible working models such as flexitime, home office, and part-time options.
• Family-friendliness: Is it difficult to balance family and career? Not with us! We offer comprehensive childcare options in our company kindergartens, among other things.
• Personal Development: At HSBC, we never stand still. Thanks to HSBC My Career and HSBC University, we offer you the opportunity to continuously develop and acquire future skills. This includes helpful tools for individual career planning.
• Discounts and financial security: Whether it's a company ticket, company bike, canteen subsidy, IT leasing, or discounts from our Corporate Benefits program – save real money! Employees receive company pension plans and accident insurance. You are entitled to 30 days of vacation plus additional public holidays (Christmas Eve and New Year's Eve).
• Health: We offer a comprehensive range of health services, such as medical check-ups, sabbaticals, a life working time account, a family service, joint sports groups, or mindfulness sessions. Make your choice!
• Internationality: You have the opportunity to work internationally and around the globe. For example, you could start your HSBC career in Germany and develop into an international role over time.
• Networking: You can join our Employee Resource Groups, which bring together colleagues with common characteristics and interests.

HSBC has been certified as a "Top Employer 2024" in Europe. This recognition from the Top Employers Institute rewards our HR practices and acknowledges HSBC as an HR leader in France, Germany, Italy, Luxembourg, the Netherlands, Poland, Spain, and Switzerland. HSBC Germany has also been certified by LinkedIn as a Top Employer 2024 for Finance, recognizing our team in Germany as a great place to work in the financial industry.

Being open to different perspectives is crucial – both for our company and for society. At HSBC, we are committed to creating diverse and inclusive work environments. Our goal is to break down barriers and design careers at HSBC that are accessible to everyone and allow all individuals to reach their full potential. We value difference!

Should questions arise during the recruitment process or if you need support, please contact us. We are happy to help.

Your Responsibilities

As a Portfolio Manager (m/f/d) in Fund Advisory Management, you will act for special and retail funds, ensuring a smooth workflow and the optimization of our daily trading activities for multi-asset products.

• Processing investment ideas and making discretionary investment decisions (including consideration of sustainability risks).
• Execution and settlement of orders in stocks, bonds, derivatives (including OTC derivatives), FX, target funds, certificates, and ETFs for the portfolio management of our retail and special fund mandates.
• Analysis, monitoring, and management of trading-related risks associated with order placement and the applicable investment guidelines.
• Exercise, instruction, and placement of capital increases and IPOs.
• Active communication with internal and external customers*, brokers*, consultants*, custodians, and other service providers.
• Preparation and participation in investment committee meetings.
• Development, implementation, and potential programming of measures for workflow optimization in order management and participation in divisional projects.
• Preparation of analyses and reports, including those on trading activity and best execution.
• Support for internal and external interfaces in all fund and mandate trading and settlement-related matters.

Your Profile

• You have a completed university degree in economics or a comparable qualification, as well as relevant further qualifications (CFA, CIIA, etc.).
• You have several years of professional experience in portfolio management, trading of securities, and derivatives.
• Experience with sustainability (ESG), ideally in an investment context, is an advantage.
• You have initial experience in using MTFs (e.g., Bloomberg, TradeWeb, MarketAxess) and an interest in global financial markets.
• You have very good knowledge of Microsoft Excel, possess good technical and mathematical understanding, and have initial experience with Python and SQL.
• You have a quick grasp, very good analytical skills, and a strong ability to prepare and present analytically derived insights.
• You have a professional and competent demeanor combined with the pleasure of exchange and communication with internal and external stakeholders*, as well as the ability to contribute your knowledge and commitment to our portfolio management team.
• Very good communication skills, an independent and responsible working style, an entrepreneurial mindset, and strong teamwork skills characterize you.
• Fluent German and very good English skills complete your profile.

Contact

Further information on building your career at HSBC can be found at: www.hsbc.com/careers

Professional Requirements

• Consulting, Contact point, Derivatives, ESG criteria, Equity, Trading, Capital markets, Mathematics, Microsoft Excel, Multilateral Trading System, Sustainability, Portfolio optimization, Python, SQL, Stakeholder management, Securities, Workflows, Public Offering

Personal Skills

• Analytical thinking, Self-motivation, Communication, Teamwork

Education

• Bachelor

Language Skills

• German, English

Application

Apply Now

Industry:

Finance / Insurance

Employer:

HSBC Trinkaus & Burkhardt AG

Address:

HSBC Trinkaus & Burkhardt AG Konigsallee 21 23 40212 Dusseldorf

Web:

http://www.hsbc.com

Benefits: Development opportunities, Work-life balance, Employee offers, Accident insurance, Company ticket, Company pension plan, Flexible working hours, Home office, Additional vacation days Remote Model: Hybrid Country Code: de