Associate Director, Equity Solutions Financing Sales

HSBC
America/Chicago
Workplace: OnsiteFull timeFunction: SalesSkills: ["Client engagement","Stakeholder management"]

Drive new business origination and manage relationships for institutional clients across equity financing solutions, with a focus on repo and TRS. Lead financing discussions to align bank and client needs, partner with Trading, Structuring, and other teams to deliver client requests, and understand legal documentation and collateral schedules. Support client onboarding through the transaction lifecycle by demonstrating strong engagement and stakeholder management skills.

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FursaFursa
HSBC
HSBC
14 hours ago

Associate Director, Equity Solutions Financing Sales

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Source: Company careers pageValidated by: Fursa AI
Last checked: 14 hours agoStatus: Live

Job Summary

Drive new business origination and manage relationships for institutional clients across equity financing solutions, with a focus on repo and TRS. Lead financing discussions to align bank and client needs, partner with Trading, Structuring, and other teams to deliver client requests, and understand legal documentation and collateral schedules. Support client onboarding through the transaction lifecycle by demonstrating strong engagement and stakeholder management skills.
Location: America/Chicago
Workplace: Onsite
Employment Type: Full time
Job Function: Sales
Seniority: Director level

Key Responsibilities

  • •Originate new business and maintain relationships for institutional clients served by the Equity Solutions Sales team.
  • •Lead financing discussions to match bank and client needs for equity financing solutions (repo and TRS).
  • •Partner with Trading, Structuring, and other functions to service client requests.
  • •Understand legal documentation and collateral schedules to support trading relationships with financial institutions and intermediaries.
  • •Support client onboarding through all stages of the transaction life cycle with strong engagement and stakeholder management.

Key Requirements

  • •Strong knowledge of secured financing, including repo, swaps, bond borrow, and triparty collateral management (fixed income repo advantageous).
  • •Ability to understand legal documentation and collateral schedules, and support trading relationships with financial institutions and intermediaries.
  • •Experience in treasury fundamentals and structuring financing transactions to optimize liquidity metrics such as LCR/NSFR.
  • •Demonstrated client engagement and stakeholder management skills to support onboarding through all stages of the transaction life cycle.
Skills:Client engagementStakeholder management

Company Brief

HSBC
Global banking and financial services organisation offering retail, commercial, corporate and investment banking, wealth management, and global markets services across Europe, Asia, the Americas and the Middle East.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: London, United Kingdom
Founded: 1865
Glassdoor
Glassdoor: 3.6
WebsiteLinkedIn