HSBC

Associate, Sector and Strategic Corporate Finance

HSBC$100K — $120K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree from a leading university with strong academic performance.
  • Front office experience at a global investment bank (ideally within M&A or Capital Markets); Associate-level candidates or rising 3rd-year Analysts considered.
  • FINRA licenses: SIE, Series 79, Series 63, or ability to obtain within 120 days of starting.
  • Strong interpersonal and relationship management skills for cross-team collaboration.
  • Exceptional communication, analytical, and organizational abilities with a keen eye for detail.
  • Solid understanding of corporate finance tools, including accounting, financial modeling, and valuation.
  • Proficiency in Microsoft Office and familiarity with FactSet, Capital IQ, or Bloomberg.

Responsibilities

  • Collaborate with senior bankers to secure new business and execute transactions across CMA's offerings.
  • Take lead in core corporate finance analyses, like peer benchmarking and capital allocation evaluation.
  • Analyze industry dynamics and financial statements to aid in credit decision-making processes.
  • Produce and refine pitchbooks and strategic materials for client presentations.
  • Identify M&A targets and strategic options leveraging HSBC's global reach.
  • Coordinate execution processes among various internal teams and stakeholders.
  • Oversee and mentor Analysts, ensuring high-quality standards in models and materials.

Benefits

  • Tailored professional development opportunities to enhance skills.
  • Access to a comprehensive Wellness Hub.
  • Encouragement to participate in community engagement initiatives through volunteerism and matching gift programs.
  • Involvement in diverse Employee Resource Groups for networking and development opportunities in an inclusive environment.
  • Support for Sustainability and Climate Change Initiatives.
Full Job Description
HSBC's Capital Markets & Advisory (CMA) division partners with corporate and financial sponsor clients on high-impact financing and strategic decisions. CMA's corporate finance advisory services deliver financing-led investment banking solutions across areas such as debt capital markets, leveraged and acquisition finance, convertible and hybrid securities, project and infrastructure finance, risk management, and structured finance.

CMA supports clients through event-driven situations, including acquisition financing and other strategic transactions, where HSBC can provide differentiated financing outcomes. The role spans both Sector and Strategic Corporate Finance, providing broad exposure across industry sectors and corporate finance solutions. Sector and Strategic Corporate Finance teams are at the forefront of strategic client dialogue; shaping conversations early, then mobilizing the right products and partners to deliver financing-led capital markets and advisory solutions for corporate and private equity sponsor clients.

You'll work across and gain exposure to all sectors, partnering closely with sector and product specialists across CMA. You'll support both origination and execution, producing rigorous analysis and client materials that shape strategic dialogue and drive live transactions. Associates own key workstreams across origination and execution, and serve as a critical link between senior bankers, product teams and analysts. The role will be based in New York City, with an expectation of in-office attendance from Monday through Friday.

As our Associate, Sector and Strategic Corporate Finance, you will:

  • Work directly with senior bankers to help win new business and execute transactions across CMA's financing and advisory toolkit
  • Take a lead role in core corporate finance analyses, including:
    Peer benchmarking, valuation, capital structure, capital allocation, shareholder/investor targeting and returns analyses (e.g., ROIC-style frameworks as relevant)
  • Analyze industry and company dynamics, financial statements, business plans and valuation to support the approval and credit decision making processes
  • Drive production of client materials: Drafting and refinement of pitchbooks and strategic materials to ensure they are client-ready
  • Identify and support origination ideas: Screen for potential Mergers and Acquisitions (M&A) targets, partnerships and other strategic options leveraging HSBC's international platform
  • Coordinate execution workstreams across internal stakeholders (product partners, Relationship Management, risk and other functions as required)
  • Oversee, train and coach Analysts, including reviewing models and materials and setting quality standards
  • Maintain strong market awareness across sectors to ensure messaging is current and differentiated


You'll likely have the following qualifications to succeed in this role:

  • Bachelor's degree from a leading university with strong academic performance
  • Front office experience at a global investment bank (ideally within M&A, Sector Coverage or a Capital Markets team); will consider existing Associate-level candidates or rising 3rd-year Analysts
  • FINRA licenses: SIE, Series 79, Series 63, or expected to acquire required licenses within 120 days of joining
  • Strong interpersonal and relationship management skills; confident partnering across teams and levels of seniority
  • Superior communication, analytical and organizational skills; exceptional attention to detail
  • Strong corporate finance toolkit (accounting, financial modelling and valuation) and understanding of global financial and capital markets
  • Proficiency in Microsoft Office; familiarity with FactSet / Capital IQ / Bloomberg
  • High motivation, strong work ethic and a collaborative, team-based approach


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 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!

The final fixed pay offer will depend on the candidate and several variables, including but not limited to, role responsibilities, skill set, depth of experience and education, licensing/certification requirements, internal relativity, and specific work location.

About HSBC

HSBC Holdings plc is a British multinational investment bank and financial services holding company. It is the second largest bank in Europe, with total assets of US$2.984 trillion (as of August 2021). HSBC traces its origin to a hong in British Hong Kong and its present form was established in London by the Hongkong and Shanghai Banking Corporation to act as a new group holding company in 1991; its name derives from that company's initials. The Hongkong and Shanghai Banking Corporation opened branches in Shanghai in 1865 and was first formally incorporated in 1866. The company was renamed The Hongkong and Shanghai Banking Corporation Limited in 1989.
Learn more about HSBC
Size
219,763 employees
Market Cap
$124.1 billion
Industry
Net Income
$5.2 billion
Founded
1880
5 Year Trend
-3.1%
NASDAQ

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