HSBC Ventures Investment Director

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.

HSBC Ventures is one of the key pillars of HSBC Emerging Technology, Innovation and Ventures (ETIV), focused on accelerating innovation at HSBC through strategic minority equity investments in emerging companies relevant to Financial Services.

The San Francisco/New York based Investment Director will principally be responsible for providing:

• Exposure to the most innovative areas of financial services and technology in the US to inform the firms strategic decisions. This includes both AI as well as Digital Assets areas
• Cover various business units including Corporate & Institutional Banking (CIB) (including payments, trade and Markets and Security Services) / International Wealth and Premier Banking (IWPB), the UK business and the Technology Organization
• Close links and relationships with innovative companies, venture capital investors and the wider ecosystem to facilitate early adoption by the firm and its customers of new products and services
• Build and execute on a pipeline of potential investments for the HSBC Ventures
• Deliver a gross annual strategic and financial return on money invested in line with HSBC Ventures teams’ objectives
  
  

Principal Accountabilities And Responsibilities

• Drive the identification of innovative companies and technologies and ultimately building and executing on a pipeline of potential investments
• Lead negotiations and due diligence on investment targets and present such opportunities
• Take up Board Director or Observer seats on portfolio companies and be a primary sponsor for the company internally and externally to help identify new sales opportunities and advise on the company’s strategy
• Regularly review portfolio performance and exit opportunities, and execution of such opportunities
• Lead in the evaluation of investment opportunities by undertaking detailed quantitative and qualitative analysis
• Oversee preparation of investment paper submissions and management of internal approval processes
• Lead the investment execution process including negotiation of terms, due diligence, and approvals
• Monitoring of investment performance and portfolio company development internally and externally
• Manage a team of 2-3 investors based in the US
  
  

Leadership & Teamwork

• Accountability to Head of HSBC Ventures
• Stakeholder management including external and internal stakeholders
  
  

Functional Knowledge

• Knowledge and experience of the Venture Capital, Startup, and technology industries
• Understanding of financial markets and key trends in the corporate financing and trade finance space
• Familiar with trends in AI, Digital Assets, Fintech, and broader enterprise software
• Strong existing network of innovative financial technology companies and relevant investors
• Experience in research, analysis and presentations on industries, companies, and strategies
• Experience in financial modelling and company valuations
  
  

Others

• Enthusiasm and flexibility to work across many differing sectors and with a global team across time zones
• Proactive in research and diligence and ability to work independently as well as within a small team
• Ability to manage and develop junior members of the investment team
• Ability to work under pressure and prioritise work across multiple projects concurrently
• Good at networking and socialising opportunities widely, both internally and externally
  
  

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

• Broad and comprehensive understanding of concepts and principles within multiple disciplines or a fast-changing discipline
• The role requires a comprehensive understanding of several value units / products / regions / legal entities, alongside an advanced understanding of the industry and the relative positioning of the HSBC's products and services
• Covers a wide range of activities that require complex judgements based on advanced analytical thought. Problems often require an innovative approach, based on extensive research
• Is proactive in developing ideas, continuously searching for improvements in techniques which add value to the business and has full responsibility for implementation
• Latitude to make decisions within the objectives of HSBC global business / global function overall. Little guidance is available and role holder is expected to formulate strategy following the objectives of the business
• Sets strategy for value unit / region / product / legal entity
• The role requires an extremely high level of interactive listening, in order to negotiate with others often at the highest level
• The job is likely to be involved in both internal and external negotiations which will have a major impact on the function, and possibly the entire business unit
  
  

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.