What are the responsibilities and job description for the Associate, Client Intelligence position at HSBC?
In compliance with applicable laws, HSBC is committed to employing only those who are authorized to work in the US. Applicants must be legally authorized to work in the U.S. as HSBC will not engage in immigration sponsorship for this position.
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.
CBA (Client & Banking Analytics) transforms data into strategic analytics that improve commercial performance across HSBC CIB (Corporate and Institutional Banking). We support better decisions on where to invest time and resources across clients, products, and channels, using consistent methodology and strong governance.
As an Associate in Client Intelligence, you’ll support the development of analytics and MI that help commercialize internal client data and incorporate external datasets. You will contribute to building datasets, developing robust analytical tooling, running analyses, producing dashboards/outputs, and turning findings into clear, usable insights for stakeholders—while developing your modelling and banking domain knowledge.
We are looking for individuals who are not only analytically strong, but also curious about how emerging AI capabilities can enhance analytical workflows, productivity, and insights generation.
As Our Associate, Client Intelligence You Will
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.
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.
CBA (Client & Banking Analytics) transforms data into strategic analytics that improve commercial performance across HSBC CIB (Corporate and Institutional Banking). We support better decisions on where to invest time and resources across clients, products, and channels, using consistent methodology and strong governance.
As an Associate in Client Intelligence, you’ll support the development of analytics and MI that help commercialize internal client data and incorporate external datasets. You will contribute to building datasets, developing robust analytical tooling, running analyses, producing dashboards/outputs, and turning findings into clear, usable insights for stakeholders—while developing your modelling and banking domain knowledge.
We are looking for individuals who are not only analytically strong, but also curious about how emerging AI capabilities can enhance analytical workflows, productivity, and insights generation.
As Our Associate, Client Intelligence You Will
- Extract, clean, and join datasets (internal and external) using SQL and Python/R; perform exploratory analysis and basic feature engineering
- Assist in building and validating models for segmentation, client profiling, wallet sizing, and customer value measurement under guidance from senior colleagues
- Create repeatable reporting, dashboards, and analysis packs (Power BI/Tableau/Excel) with clear commentary and definitions
- Follow data governance standards, document data sources/assumptions, and support controls (e.g., reconciliations, reasonableness checks)
- Help respond to stakeholder questions, refine requirements, and incorporate feedback into outputs
- Contribute to reusable code, automation, and process improvements to reduce manual effort and improve consistency
- Working knowledge of Python (preferred), SQL or R; comfortable with data wrangling and basic statistics. Exposure to visualization tools (Power BI/Tableau) is a plus
- Experience with disciplined coding practices and have a systems mindset
- Curious, structured problem-solver; able to spot patterns, test hypotheses, and communicate findings clearly
- Can summarize analysis in plain language and produce well-structured materials for business audiences
- Collaborative and dependable; able to work across time zones and manage tasks to deadlines
- Bachelor’s degree in a quantitative or analytical discipline (or equivalent experience)
- Experience in analytics, MI, data science, consulting analytics, or a related role (financial services experience beneficial but not required)
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.