Chief Investment Officer HSBC Global Asset Management (US)

In compliance with applicable laws, HSBC is committed to employing only those who are authorized to work in the US. HSBC may engage in immigration sponsorship for this position if needed.

Our 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.

The Chief Investment Officer AMUS (HSBC Global Asset Management USA) is responsible for the day-to-day management and development of the AMUS New York based investment teams. The AMUS investment function represents one of AM’s primary investment hubs in terms of both investment resources and assets under management. Working with the relevant Asset Class CIOs the AMUS local CIO is responsible for ensuring the respective investment processes are followed and investment performance is understood and issues addressed.

Role scope and principal responsibilities:

• Senior leadership role working alongside senior investment professionals responsible for managing the AM investment platform (including the Global CIO, asset class CIOs, and other global investment leadership roles)
• Reporting line to the Global CIO in charge of Local CIO coordination (Global CIO Liquidity), with active participation in global initiatives and cross-platform projects, contributing to strategic development, implementation, and continuous improvement across AM. Regular direct check-in with AM Global CIO for strategic topics
• Primary point of contact with the local CEO, partnering closely with local functions and teams to ensure effective coordination and delivery
• Governance reporting responsibilities, providing direct updates and materials to senior forums, including the 40 Act Funds Board, Board of Directors, HSBC Fiduciary Risk Management, and the regional AMUS ExCo
• Decision-making authority exercised within the parameters of the overall AM strategy
• Oversight accountability for designated investment teams, covering buy-side investment management activities
• Active participation in local investment meetings, maintaining regular direct engagement with investment team heads to strengthen risk awareness, support people management, and ensure teams deliver effective performance against agreed objectives
• Management of multiple investment projects, ensuring clear scope, prioritization, governance, and delivery in line with platform objectives and stakeholder expectations
• Macro and market research capability, applying current economic and market insights to support local discussions with team heads, governance forums, and clients, and to inform investment positioning and decision-making
• Active engagement in public market discussions and broader investment thought leadership, leveraging market expertise to support PBUS priorities (e.g., client messaging, product positioning, and investment capability development), in line with applicable governance and communications requirements
• Active participation in regional investment and sales-support activities, including delivering macro and market presentations, supporting client events, and partnering with regional stakeholders to provide investment insights and client messaging aligned to AM priorities
• Ongoing support to Sales, providing timely investment updates, market commentary, and participation in client activity to help drive commercial outcomes and strengthen client relationships
• Continuous liaison with Operations, ensuring effective trade lifecycle execution, issue resolution, and smooth day-to-day running of the investment platform
• Management oversight of the trading desk and trading activity, ensuring appropriate governance, controls, and alignment with investment objectives and applicable dealing standards
• Audit readiness and management, coordinating responses to potential internal and regulatory audits, ensuring timely provision of evidence, clear remediation plans, and effective stakeholder engagement
• Fiduciary focus, ensuring the Group meets its obligations as a manager of client
• Ensure relevant areas operate in compliance with FIM, GSM requirements, and applicable Desk Instruction Manuals
•  Actively participate in operational, market, and regulatory risk forums, providing investment input, escalating issues as required, and ensuring actions are tracked through to closure
• Partner with the appropriate asset class CIOs on fixed income and multi-asset processes, as required
• Confirm that operational risks associated with the investment platform are appropriately managed and controlled by the AMUS Chief Operating Officer (COO), with other operational responsibilities also under the AMUS COO remit
• Work close with Risk function to oversee portfolio risk exposures (e.g., duration, credit, liquidity, concentration, derivatives) to ensure alignment with mandates, limits, and risk appetite
• Ensure robust pre- and post-trade controls, with clear escalation and timely remediation of breaches and near-misses
• Maintain strong issues management discipline (root-cause analysis, action plans, ownership, target dates, evidence of closure)
• Strengthen oversight of trade lifecycle operational controls in partnership with Operations (allocations, confirmations, settlements, reconciliations) through the FOMC
• Support the oversight of valuation and pricing governance, including independent price verification and escalation of pricing exceptions
• Monitor liquidity and redemption risk, ensuring appropriate liquidity metrics, escalation triggers, and contingency playbooks are in place
• Ensure effective management of third-party and vendor risk for critical investment and trading services (service reviews, controls assurance, contingency planning)
• Support business continuity and operational resilience for investment and trading activities (coverage, testing, and readiness for system or process disruption)

Knowledge and experience:

• Broad asset management experience
• Strong organisational abilities
• Strong communication skills
• Strong strategic perspective
• Expertise in investment management process
• Strong ability to build relationships across teams, business, regions

Our 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 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!

Your 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.

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.