Description - External

The health and safety of our employees and candidates is very important to us. Due to the current
situation related to the Novel Coronavirus (2019-nCoV), we’re leveraging our digital capabilities to
ensure we can continue to recruit top talent at the HSBC Group.  As your application progresses,
you may be asked to use one of our digital tools to help you through your recruitment journey.  If so,
one of our Resourcing colleagues will explain how our video-interviewing technology will be used
throughout the recruitment process and will be on hand to answer any questions you might have.

Some careers have more impact than others.

If you’re looking for a career where you can make a real impression, join HSBC and discover how
valued you’ll be.
HSBC is one of the largest banking and financial services organizations in the world, with operations
in 64 countries and territories. We aim to be where the growth is, enabling businesses to thrive and
economies to prosper, and, ultimately, helping people to fulfil their hopes and realize their ambitions.
We are currently seeking an experienced professional to join our team in the role Investment
Analyst.
Principal responsibilities:

 Assist in evaluating investment opportunities by undertaking detailed analysis, inter alia, strategic,
financial, market, commercial, management
 Assist in investment due diligence process and managing internal and external advisors (strategic,
commercial, market, financial, etc.)
 Prepare investments submissions
 Work on the internal administrative processes
 Assist in all investment execution process including documentation, compliance, internal sign-offs
 Monitor investments and help prepare valuations and strategic returns reviews
 Support quarterly valuations work
 Proactive in research and due diligence of opportunities
 Ability to prioritize and be responsible for aspects of the investment process.
 Flexibility and enthusiasm to explore new ideas and opportunities.
 Able to work under pressure and in a small team.
 Good in networking and socializing opportunities widely, both internally and externally.
 Attention to detail and able to work within quick turnaround times.
Qualifications - External

 Knowledge and enthusiasm for venture capital

 Experience of working in small teams with senior investment professionals
 Solid understanding of the financial markets and key trends
 Experienced in researching, analysing and presenting on industries, companies and strategy
 Experience in financial modelling and company valuations
 Excellent communication and interpersonal skills.
 Entrepreneurial attitude.
HSBC is an equal opportunity employer committed to building a culture where all employees are
valued, respected and opinions count. We take pride in providing a workplace that fosters
continuous professional development, flexible working and, opportunities to grow within an inclusive
and diverse environment. We encourage applications from all suitably qualified persons irrespective
of, but not limited to, their gender or genetic information, sexual orientation, ethnicity, religion, social

PUBLIC
 status, medical care leave requirements, political affiliation, people with disabilities, color, national
origin, veteran status, etc., We consider all applications based on merit and suitability to the role.”
Personal data held by the Bank relating to employment applications will be used in accordance with
our Privacy Statement, which is available on our website.
***Issued by HSBC Electronic Data Processing (India) Private LTD***

Opening Date (Period for Applying) - External

Aug 30, 2022

Closing Date (Period for Applying) - External

Sep 9, 2022

Job Board Summary

NA

Internal Description
Description - Internal
Business: HOST DBS
Open positions: 1
Role Title: Investment Analyst
Global Career Band: 6
Location (Country/city)- Bangalore
Recruiter Name: Shruti Mahesh
The Opportunity:
Strategic Innovation Investments is one of the key pillars of HSBC’s global innovation strategy and
focused on accelerating innovation at HSBC through investments in emerging companies relevant to
financial services.
Investments will be made on the basis of financial returns and strategic/commercial returns to
HSBC’s strategy, business lines, operations, regions, products and services as appropriate.
The team is seeking a full-time Analyst to join the team to principally provide:

 Support to senior investment professionals in all aspects of the investment process (origination,
due diligence, execution, etc.)
 Support the team in achieving key strategic goals and managing of internal and external
stakeholders as appropriate.

What you’ll do: (List out Key Responsibilities):

Principal Accountabilities: Key activities and decision making areas
Impact on the Business/Function

 Assist in evaluating investment opportunities by undertaking detailed analysis, inter alia, strategic,
financial, market, commercial, management

PUBLIC
  Assist in investment due diligence process and managing internal and external advisors (strategic,
commercial, market, financial, etc.)
 Prepare investments submissions
 Work on the internal administrative processes
 Assist in all investment execution process including documentation, compliance, internal sign-offs
 Monitor investments and help prepare valuations and strategic returns reviews
 Support quarterly valuations work
Typical Targets and Measures

 Timely delivery of work assignments, projects and tasks

 Quality of analysis and submissions on market, industry and company as appropriate
o Delivery on specific objectives as defined
 Supporting valuation and portfolio related actions

Customers / Stakeholders

 First and foremost, a resource for the Strategic Innovation Investments senior investment
professionals.
 Portfolio companies – work with portfolio companies to develop strategic relevance with HSBC and
value-add from HSBC

Typical Targets and Measures

 Feedback from team members

 Success of integration between portfolio companies and HSBC business lines
Leadership & Teamwork

 Collaboration with stakeholders internally and externally

 Build trust with senior team members and foster team culture and team improvement
 Share knowledge and information
Typical Targets and Measures

 Anecdotal success in managing relationships

 360 survey

Operational Effectiveness & Control

 Strict confidentiality and awareness of rules and obligations around the team, investments and
interactions with internal business units

Typical Targets and Measures

 Demonstrate strong awareness of policies and practices

 Success in maintaining effectiveness and control
Major Challenges (The challenges inherent in the role that require a continual test of the role
holder’s abilities)

 Proactive in research and due diligence of opportunities

PUBLIC
 Ability to prioritise and be responsible for aspects of the investment process
 Flexibility and enthusiasm to explore new ideas and opportunities
 Able to work under pressure and in a small team
 Good in networking and socialising opportunities widely, both internally and externally
 Attention to detail and able to work within quick turnaround times
Role Context:

 Junior resource for the Strategic Innovation Investments team processes

Management of Risk (Operational Risk / FIM requirements)

 Is aware of Operational Risk scenarios associated with the role and acts in a manner that takes
account of operational risk considerations.
 Up-to-date on Operational Risk training
Observation of Internal Controls (Compliance Policy / FIM requirements)

 Understands, follows and demonstrates compliance with all relevant internal and external rules,
regulations and procedures that apply to the conduct of the business, specifically Internal Controls
and any Compliance policy including, inter alia, the Group Compliance policy
Qualifications - Internal
What you will need to succeed in the role:

 Knowledge and enthusiasm for venture capital

 Experience of working in small teams with senior investment professionals
 Solid understanding of the financial markets and key trends
 Experienced in researching, analysing and presenting on industries, companies and strategy
 Experience in financial modelling and company valuations
 Excellent communication and interpersonal skills.
 Entrepreneurial attitude.
Link to Candidate User Guide:
https://hsbchrdirect.service-now.com/nav_to.do?uri=%2Fhrsp%3Fid%3Dkb_article_preview
%26sys_id%3D0c6b11641b6a9810cec0553a2d4bcb2a
(Or)
Go to the below link and type “IND GSC: IJP Applicant User Guide” in search bar.
https://hsbchrdirect.service-now.com/hrsp?id=hrdirect_employee_dashboard
You’ll achieve more at HSBC
HSBC is an equal opportunity employer committed to building a culture where all employees
are valued, respected and opinions count. We take pride in providing a workplace that
fosters continuous professional development, flexible working and, opportunities to grow
within an inclusive and diverse environment. We encourage applications from all suitably
qualified persons irrespective of, but not limited to, their gender or genetic information,
sexual orientation, ethnicity, religion, social status, medical care leave requirements, political
affiliation, people with disabilities, color, national origin, veteran status, etc., We consider all
applications based on merit and suitability to the role.”

PUBLIC
Personal data held by the Bank relating to employment applications will be used in
accordance with our Privacy Statement, which is available on our website.

***Issued By HSBC Electronic Data Processing (India) Private LTD***

PUBLIC