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Equity Product Specialist

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HSBC

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Location:
Poland

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Category:
Finance

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Contract Type:
Not provided

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Salary:

18259.00 - 23500.00 PLN / Month
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Job Description:

Wealth & Premier Solutions (WPS) in GPB&W has been established to deliver an enhanced range of market leading in-house and third-party investment services as well as wealth lending solutions to all client segments across the WPB Wealth Continuum.

Job Responsibility:

  • Data Modelling & Analytics: Apply advanced data modelling techniques and analytics to support business insights and strategic initiatives
  • Automation of Stock Screening: Develop and enhance automated stock screening tools, streamlining investment processes and improving efficiency
  • Equity Portal & Marketing Material: Lead the upgrade of our equity portal and refresh marketing materials to ensure content is current, engaging, and aligned with business objectives
  • Market & Product Publications: Contribute to the creation of market and product publications, including periodicals, market updates, and sector packs, helping to inform clients and stakeholders
  • Performance Tracking & Reporting: Take ownership of performance tracking, monitoring key metrics, and producing comprehensive weekly reports to support decision-making
  • AI Productivity Enhancements: Identify and implement AI-driven solutions to boost productivity and automate routine tasks
  • Platform Initiatives: Actively contribute to and lead platform initiatives, collaborating with cross-functional teams to deliver impactful projects
  • Stock Fact Sheets: Coordinate and produce fact sheets for over 200 stocks, ensuring accuracy and timely delivery
  • New Product Development: Support the development and launch of new products, working closely with stakeholders to bring innovative solutions to market
  • Automated Processes: Maintain and run automated processes using Python and Excel macros, ensuring reliability and continuous improvement

Requirements:

  • Experience in data modelling and analysis, with the ability to interpret complex datasets and deliver actionable insights
  • Strong knowledge and understanding of equity markets and financial instruments
  • Demonstrated project management skills, including planning, execution, and delivery of analytical or technical projects
  • Hands-on experience with programming and automation, particularly using Python and Excel macros, to streamline processes and enhance efficiency
  • 5-10 years of experience in an analytical or project management function looking to gain knowledge and hands-on experience of financial markets and private banking/wealth
  • Degree in a numerical or computer discipline such as finance, mathematics or computer science
  • Advanced skills in Microsoft Office with deep expertise in Excel (including macro programming) and PowerPoint

Nice to have:

  • Practical experience with artificial intelligence tools and techniques is a plus
  • holding or actively pursuing a relevant qualification (e.g., CFA, ACCA) is advantageous
What we offer:
  • Additional car allowance in the amount of 4620 PLN (monthly, gross)
  • Variable pay is discretionary, but influenced by Group performance, business/function performance and individual performance
  • We offer a comprehensive and competitive package of benefits covering healthcare, family friendly leaves, pension and life assurance, as well as many other benefits to support your wellbeing
  • Additional bonuses for recognition awards
  • Multisport card
  • Private medical care
  • Life insurance
  • One-time reimbursement of home office set-up (up to 800 PLN)
  • Cafeteria platform
  • Employee assistance program
  • Additional contributions to PPK scheme
  • Corporate parties & events
  • CSR initiatives
  • Nursery discounts
  • Financial support with trainings and education
  • Social fund
  • Flexible working hours
  • Free parking

Additional Information:

Job Posted:
March 01, 2026

Expiration:
March 23, 2026

Employment Type:
Fulltime
Work Type:
Hybrid work
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