HSBC
Investor Coverage & Business Development, Associate - Innovation Banking
HSBC, San Francisco, California, United States, 94199
Investor Coverage & Business Development, Associate - Innovation Banking
Aug 14, 2024Our 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.As part of HSBC's Innovation Banking Division, the Investor Coverage & Business Development Associate will work within our Investor Coverage & Business Development Team to support the Technology and Life Sciences/Healthcare Venture Capital Relationship Managers and Sales Originators by capturing and disseminating critical prospective client information and data and providing reporting and analytical support to the team. Additionally, the Associate will engage in proactive prospect outreach to drive new to bank client acquisition of high-quality firms.As our Investor Coverage & Business Development Associate, you will:Assist with the end-to-end process of generating new to bank sales funnel and operational metrics, and delivering regular insights to the business.Define and deliver techniques to improve the funnel performance for new to bank sales and Venture Capital relationships.Analyze and glean important insights from operational data to provide strategic recommendations to the ICBD team on how to streamline and enhance internal processes.Partner with cross-functional teams on ad-hoc requests, projects, and critical issues as needed.Own New Financings process inclusive of data quality maintenance and deliver long-term workflow recommendations to ensure the highest standard of prospecting quality.Support the team with key documents, such as NDA execution, call preparation packages, and key reporting deliverables for leadership.Engage in proactive prospect outreach to drive new to bank client acquisition for both account opening and lending opportunities.For this role, HSBC targets a pay range between $95,000.00 and $120,000.00. The final fixed pay offer will depend on the candidate and a number of variables, including but not limited to role responsibilities, skill set, depth of experience and education, licensing/certification requirements, internal relativity, and specific work location.At HSBC, our overall goal is to provide a competitive Total Reward Package, with an appropriate mix of fixed pay and variable pay as part of an employee's overall total compensation and benefits. Variable pay generally takes the form of discretionary, annual awards (sometimes referred to as a "bonus"). Additionally, HSBC offers a wide range of competitive and flexible benefits designed to help you improve your health and well-being, finances, and lifestyle.RequirementsYou will likely have the following qualifications to succeed in this role:1 - 2 years of experience working in sales or data analysis roles and supporting Relationship Managers or Sales members with data-driven insights.Highly proficient in Outlook, Excel, and Microsoft PowerPoint.Advanced skillset in data analysis as well as a passion for sales.Bachelor's degree in Finance, Economics, Business Administration, or related field.Strong communication skills, both verbal and written, with the ability to convey clear, articulate information.Detail-oriented with excellent organizational skills and disciplined follow-through.Ability to represent the company professionally to various stakeholders, both internally and externally, and maintain confidentiality.Strong problem-solving, analytical, research, and sales skills.In compliance with applicable laws, HSBC is committed to employing only those who are authorized to work in the U.S. Applicants must be legally authorized to work in the U.S. as HSBC will not engage in immigration sponsorship for this position.As an HSBC employee, you will have access to tailored professional development opportunities to ensure you have the right skills for today and tomorrow. We offer a competitive pay and benefits package including a robust Wellness Hub, all in a welcoming, diverse, and inclusive work environment. You will be empowered to drive HSBC's engagement with the communities we serve through an industry-leading volunteerism policy, a generous matching gift program, and a comprehensive program of immersive Sustainability and Climate Change Initiatives. You'll want to join our Employee Resource Groups as they play a central part in life at HSBC, including the development of our employees and networking inside and outside of HSBC. We value difference. We succeed together. We take responsibility. We get it done. And we want you to help us build the bank of the future!All qualified applicants will receive consideration for employment without regard to age, ancestry, color, race, national origin, ethnicity, disability or medical condition, genetic information, military or veteran service, religion, creed, sex, gender, pregnancy, childbirth, caregiver status, marital status, citizenship or immigration status, sexual orientation, gender identity or expression, or any other trait protected by applicable law.
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Aug 14, 2024Our 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.As part of HSBC's Innovation Banking Division, the Investor Coverage & Business Development Associate will work within our Investor Coverage & Business Development Team to support the Technology and Life Sciences/Healthcare Venture Capital Relationship Managers and Sales Originators by capturing and disseminating critical prospective client information and data and providing reporting and analytical support to the team. Additionally, the Associate will engage in proactive prospect outreach to drive new to bank client acquisition of high-quality firms.As our Investor Coverage & Business Development Associate, you will:Assist with the end-to-end process of generating new to bank sales funnel and operational metrics, and delivering regular insights to the business.Define and deliver techniques to improve the funnel performance for new to bank sales and Venture Capital relationships.Analyze and glean important insights from operational data to provide strategic recommendations to the ICBD team on how to streamline and enhance internal processes.Partner with cross-functional teams on ad-hoc requests, projects, and critical issues as needed.Own New Financings process inclusive of data quality maintenance and deliver long-term workflow recommendations to ensure the highest standard of prospecting quality.Support the team with key documents, such as NDA execution, call preparation packages, and key reporting deliverables for leadership.Engage in proactive prospect outreach to drive new to bank client acquisition for both account opening and lending opportunities.For this role, HSBC targets a pay range between $95,000.00 and $120,000.00. The final fixed pay offer will depend on the candidate and a number of variables, including but not limited to role responsibilities, skill set, depth of experience and education, licensing/certification requirements, internal relativity, and specific work location.At HSBC, our overall goal is to provide a competitive Total Reward Package, with an appropriate mix of fixed pay and variable pay as part of an employee's overall total compensation and benefits. Variable pay generally takes the form of discretionary, annual awards (sometimes referred to as a "bonus"). Additionally, HSBC offers a wide range of competitive and flexible benefits designed to help you improve your health and well-being, finances, and lifestyle.RequirementsYou will likely have the following qualifications to succeed in this role:1 - 2 years of experience working in sales or data analysis roles and supporting Relationship Managers or Sales members with data-driven insights.Highly proficient in Outlook, Excel, and Microsoft PowerPoint.Advanced skillset in data analysis as well as a passion for sales.Bachelor's degree in Finance, Economics, Business Administration, or related field.Strong communication skills, both verbal and written, with the ability to convey clear, articulate information.Detail-oriented with excellent organizational skills and disciplined follow-through.Ability to represent the company professionally to various stakeholders, both internally and externally, and maintain confidentiality.Strong problem-solving, analytical, research, and sales skills.In compliance with applicable laws, HSBC is committed to employing only those who are authorized to work in the U.S. Applicants must be legally authorized to work in the U.S. as HSBC will not engage in immigration sponsorship for this position.As an HSBC employee, you will have access to tailored professional development opportunities to ensure you have the right skills for today and tomorrow. We offer a competitive pay and benefits package including a robust Wellness Hub, all in a welcoming, diverse, and inclusive work environment. You will be empowered to drive HSBC's engagement with the communities we serve through an industry-leading volunteerism policy, a generous matching gift program, and a comprehensive program of immersive Sustainability and Climate Change Initiatives. You'll want to join our Employee Resource Groups as they play a central part in life at HSBC, including the development of our employees and networking inside and outside of HSBC. We value difference. We succeed together. We take responsibility. We get it done. And we want you to help us build the bank of the future!All qualified applicants will receive consideration for employment without regard to age, ancestry, color, race, national origin, ethnicity, disability or medical condition, genetic information, military or veteran service, religion, creed, sex, gender, pregnancy, childbirth, caregiver status, marital status, citizenship or immigration status, sexual orientation, gender identity or expression, or any other trait protected by applicable law.
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