Client Engagement Group Tech Analyst - Global Shared Services - Bank

HSBC Global Banking and Markets is establishing an offshore capability to support the front office. As part of this, Institutional Client Group (ICG) are looking to recruit talented and result driven individuals in a number of areas. The offshore capability is looking to support bothonshore Institutional sales teams in the implementation of institutional client management disciplines and strategies.

The CEG BI team is building up capabilities to report on and analyse all aspects of the Research and Sales teams service to clients, to enable closer alignment of service to the client's priorities and ultimately better monetize the service effort. The role provides exposure to front office sales teams, ICG and Global Markets products whilst offering opportunities to directly liaise and develop relationships with other teams across the major hubs (London, Hong Kong, New York, Bangalore).

Technical Analyst will be part of a team within the Bangalore Markets FO, Bangalore supporting the Client Engagement Group team through building Business Intelligence tools, processes and platforms. The role is expected to develop and change over time according to business needs, maturity of technology solutions, and expansion of the offshore capability. The individual will be expected to work closely with CEG leads from all regions, as well as the Global Research BI team.

Key responsibilities will be;

- Designing database tables to hold business data

- Creation of data models for reporting

- Ad-hoc reporting through Excel / Qlikview

- Development of Sales and Management Qlikview dashboards

- Development of self-service reporting tools

- Analysis of data to provide input to the overall coverage effort

Principal Accountabilities: Key activities and decision making areas Typical Targets and Measures

Impact on the Business/Function

- Help provide a solid platform for decision-making by ensuring a high accuracy of non-transactional data.

- Improve efficiency of the BI team through streamlining and improving current manual processes.

- Assist in the development and roll-out of self-service BI tools.

- Provide well-presented, accurate MI reporting on a timely manner as required.

- Support effective decision-making throughout the business through analysis of the available data and clearly communicating insights from that analysis.

Quantitative:

Demonstrable timely delivery of ad-hoc reporting

Demonstrable improvements to manual processes

High level of accuracy

Qualitative:

Positive internal feedback

Customers / Stakeholders

- CEG from onshore

- Key stakeholders will be Sales Management and CEG regional leads

- Roll holder will also be expected to have interaction with senior Institutional Sales resources across key sites

- Build partnerships with onshore sales teams, operations,etc and wider Institutional Sales teams across all locations

- Strive to constantly improve offering into Institutional Sales through continuous feedback loops and challenge

- Provide continuous improvement of the reporting and analytic tools available to the CEG BI team

Internal:

Positive Internal feedback

Demonstrable internal process efficiencies

Comprehensive and meaningful MI reports

Leadership & Teamwork

- Lead the Qlikview development effort

- Coach teammates on Qlikview development and usage for reporting and analysis

- Become a key point of knowledge on CEG BI data structures and metrics

- Builds strong relationships with counterpart resources in Onshore locations

- Set expectations, share best practice and manage, monitor, coach and develop others to ensure that they maximise their performance, meet the required standards, and continuously develop their capabilities and experience

Internal:

Positive Internal feedback

Demonstrable cross coverage of tasks within the team

Demonstrable coaching of others in developing BI capabilities

Clear expert knowledge of CEG BI data structures and metrics

Operational Effectiveness & Control

- Complete training relevant for the role, including but not limited to mandatory training as driven by the HSBC Business School

- Operate within the spirit and letter of internal and regulatory policy

- Ensure line manager and any relevant CEG / Institutional Sales stakeholder is aware of any obstacles or issues that may reduce ability to meet deadlines

- Establish and maintain a robust and efficient control environment across the team together with early identification and effective resolution or escalation of issues that arise

- Offer solutions to problems, supporting with the continuing development, implementation and improvement of the processes, structures, capabilities, capacity and infrastructure needed

- Ensure robust governance of data through clear, well structured access control scripts within self-service reporting and analytical tools

Rigorous focus on maintenance of process maps and other - control- documents.

Up to date - Knowledge Base-

Demonstrable control of data within self-service tools

Major Challenges (The challenges inherent in the role that require a continual test of the role holder's abilities)

- Managing multiple time-sensitive tasks, potentially across several stakeholders

- Fast paced work environment with continuous change and advances in technology, communication methods

- Continuously evolving levels of expectation and increasing demand as the team establishes itself

- Evolving regulatory landscape requires constant scrutiny to documentation and evidencing of procedures

- Data from multiple sources, with different structures and identifiers

- Evolving down-stream systems

Context (The environment and operating conditions of the role including the extent of guidance and authority)

Institutional Sales sit within the Global Markets and Banking division of HSBC.

Financial Institutions: External Context

- Regulation -driving increased Capital Requirements

- Regulation -increasing cost pressures

- Uncertainty around global growth / level of interest rates

- Internationalisation of RMB and positioning as Reserve Currency

- Liberalisation of Local Markets

Markets Client Engagement Group: Strategic Overview

The Markets Client Engagement Group (CEG) is responsible for the implementation of institutional client management disciplines across Markets and encompasses a number of critical client service functions, including corporate access, analyst marketing and events & conferences. CEG is core to the overall Institutional Client coverage effort; working alongside Sales, Trading, Research, Operations and Relationship Managers to deliver the HSBC Markets proposition to the Institutional Client base.

Key CEG objectives are as follows:

- Improve the focus and efficiency of our sales and trading teams through rigorous client segmentation and targeting of HSBC's services

- Achieve universal adoption of Client Management initiatives by establishing common processes and disciplines cross-product and cross-region

- Lead the origination and delivery of intellectual capital / thought leadership content to our key clients through a globally coordinated corporate access, events & conferences and analyst marketing platform

- Drive the implementation of a common global framework for client service

- Ensure seamless cross-product, cross-region coverage of target global clients

- Foster collaboration through regular communication and smart information management; aligning with wider GBM client strategy functions

Institutional Sales

- The role of the institutional sales team is to sell a variety of products to institutional clients such as banks, supranationals, insurance companies, and pension funds

- The desk helps institutional clients manage the asset / liability portfolio on their balance sheet as well as acts as a counterparty for banks looking to back out derivative trades done with their client base

Management of Risk (Operational Risk / FIM requirements)

- Understands and displays robust data governance and ensures appropriate controls in place to protect any data made available through self-service tools or directly distributed.

- Consistently displays the behaviors that form part of the HSBC Values and culture and adheres to HSBC risk policies and procedures, including notification and escalation of any concerns and taking required action.

- Ensures risk policies and governance frameworks are appropriately implemented in their part of the business, following both the spirit and letter of any internal policy and regulatory requirements and ensuring adherence to internal controls.

- Maintains an environment where risk is routinely anticipated, acknowledged, identified, quantified and acted upon in a timely and efficient way, including appropriate escalation.

Observation of Internal Controls (Compliance Policy / FIM requirements)

- The jobholder will also adhere to and be able to demonstrate adherence to internal controls. This will be achieved by adherence to all relevant policies, keeping appropriate records and, where appropriate, by the timely resolution of internal and external audit points, including issues raised by external regulators.

- The jobholder will adhere to all relevant processes/procedures including information barriers and confidentiality requirements.

- Where applicable, ensuring adequate resources are in place and training is provided, fostering a compliance culture and optimizing relations with regulators.

- Understands, follows and demonstrates compliance with all relevant internal and external rules, regulations and procedures that apply to the conduct of the business in which the jobholder is involved, specifically Internal Controls and any Compliance policy including, inter alia, the Group Compliance policy.

Role Dimensions (e.g. balance sheet size, lending/expenditure limits, size/volume of transactions, budget)

- The role holder will be expected to work closely with a number of stakeholders within Institutional Sales and across other business areas including, but not limited to Product, Banking, and Operations

- Data management, interrogation and presentation is key to this role

- The role holder will be expected to support across a number of geographies and time-zones

Headcount reporting to this role Direct: 0 Indirect: 0 Total: 0

Knowledge & Experience / Qualifications (For the role - not the role holder. Minimum requirements of the role.)

- Highly analytical

- Experience of developing data models for Qlikview dashboards

- Experience of designing and developing both guided analytic and self-service Qlikview dashboards

- A focus on measurement, evaluation and data analysis

- Strong experience in the RDBMS concepts. Especially in MS SQL (server), DB2, MySQL and BI Systems

- A background in the use of metrics and quantitative data to drive decision making

- Fluent understanding of data manipulation

- Fully proficient in Microsoft Offsite suite - in particular Excel(strong VBA knowledge is an advantage)

- Advanced level of MS Excel

- A natural curiosity to want to question the status quo and look for better ways to do things

- Proven ability to work on multiple projects, demonstrating excellent prioritization skills and teamwork

- Proven ability to be a self-starter with energy and drive in a challenging and dynamic environment

- Demonstrable strengths in organization and attention to detail

- Strong communicator

- Proven ability to present clear, succinct insights into large, complex data structures

- Understanding of Global Markets products as well as Client Tiering, Client Management and Client Strategy would be preferred

- Ability to distil complex and varied data into information; good process analysis and problem solving skills

- Attention to detail and ability to ensure that information is captured in a timely manner

- Excellent written, verbal & presentation communication skills

- The ability to quickly understand customer requirements and concerns and deliver a quality result to them

- Proven ability to prioritize workload effectively in line with business priorities

- Manage deadlines, escalate issues promptly, and prioritize workload

- Willing to turn a hand to whatever task is required

- Willingness to own work and problems and see through to completion and to use own initiative to resolve issues

- Strong interpersonal skills, coupled with the ability to succeed within a matrix management structure and build and maintain global team relationships

- Able to work independently, proactively and under pressure against multiple deadlines

- Proven project management experience with an ability to influence staff at different levels without reporting lines

- Evidence of delivery in a similar role within a global organization would be an added advantage

- 4 years of IT education or 5 years graduation & Master Graduation

- Flexibility to adapt to UK / US / HK hours