Analyst, Institutional Client Group

This role supports ICG FIG growth and risk-managed delivery by providing deep portfolio financial analysis, executing transactions end-to-end, and progressively taking ownership of selected client relationships in partnership with product teams in Mexico and globally.

Key points:

• Conduct ongoing financial analysis of portfolio clients to identify opportunities, anticipate financing needs/market trends, and flag emerging FCR, credit and operational risks .
• Produce product gap analysis to help evaluate and structure the right solutions for clients.
• Provide hands-on execution support across multiple transactions, including coordination through execution and disbursement .
• Develop towards Relationship Manager capability via on-the-job training and increasing independence over a small set of relationships, scaling client complexity over time without reducing support to the portfolio RM.
• Manage day-to-day client coverage for assigned names and deliver HSBC offerings by working closely with product specialists in Mexico and other locations.

Requirements

• Bachelor’s degree in Economics, Business Administration, Finance, or a related field.
• 6 months to 1 year of experience (or recent graduate) through internships/trainee programmes in one or more of the following: Corporate Banking, Credit, Treasury, Risk, Audit, Financial Consulting, or finance roles within corporates.
• Exposure to financial analysis and/or process work (documentation, tracking, coordination), even if gained through internships, is valued.

Must-have knowledge

• Basic accounting and finance: P&L, balance sheet, cash flow, key ratios.
• Strong Excel skills (pivot tables, formulas, charts) and PowerPoint.
• Advanced English.
• Strong analytical capability and curiosity to understand the client’s business.
• Clear communication skills to coordinate with internal teams.
• Ability to manage priorities (multiple tasks simultaneously) and meet deadlines.
• High standards of ethics, confidentiality, and discipline (given risk/compliance requirements).

Nice-to-have (not mandatory)

• Exposure to FIG and/or banking products (credit, cash management, trade).
• Basic knowledge of KYC/AML or credit processes (including theoretical understanding).

At HSBC we are focused on guaranteeing gender equality and constant training for our employees as well as the protection of their labor and social rights.