Associate II - Strategy and Insights

Who are HSBC Innovation Banking?

We’re the power behind the UK’s forward-thinkers, future-makers and leap-takers, helping them ignite the bold ideas that reshape our world. We offer flexible banking solutions for start-ups, scale-ups, growth businesses, investors and those working towards IPO.

Whether it’s comprehensive corporate banking, managing cashflow, plans for buyouts or funds banking, we power ideas at every stage of their journey. From the first-time founders to the funds that back them and everything in between. Here’s to never standing still. We're proud to accelerate growth for tech and life science businesses, create meaningful connections and open a world of global opportunity for entrepreneurs and investors alike.

The Role

This position is part of HSBC Innovation Banking UK's Strategy and Insights team. The team is dedicated to achieving sustainable revenue growth by integrating business intelligence and market insights with business planning and execution. With deep expertise in the innovation ecosystem, market trends, client needs and revenue drivers, utilises its extensive knowledge of sales growth strategies to create effective revenue initiatives.

Employing exceptional problem-solving skills, the team tackles unique challenges, fosters innovation, and optimises the business’ operating model. The Team actively identifies new revenue opportunities and addresses performance gaps to improve overall effectiveness. To ensure successful execution, the team collaborates with executive stakeholders to secure sponsorship and obtain necessary funding and support. The team is accountable for delivering growth strategies that align with business objectives and foster long-term organisational success.

As a Senior Associate in Strategy and Insights, you will contribute to shaping strategic direction, demonstrating a proven ability to add value to the business. This involves cross-team collaboration, leveraging Sales, Marketing, Product Management, and Analytical teams, alongside conducting independent research to uncover insights that optimise sales strategy. You will combine research into venture capital and technology markets with quantitative analysis and the development of analytical tools to inform commercial priorities. The Senior Associate will assist senior team members in transforming the strategy into a practical plan.

You will report to our VP II, Strategy and Insights. The team sits within HSBC Innovation Banking UK's Commercial Organisation under leadership of the Chief Commercial Officer (“CCO”).

Responsibilities

• Analyse business trends and market intelligence to help shape strategies, maintain a competitive edge and optimise our operating model
• Conduct structured research into venture capital funding, investor activity and emerging technology sectors, combining company and market data to identify trends and commercial opportunities.
• Develop and maintain reusable analytical models, scripts and data workflows to support market sizing, company benchmarking and client segmentation; validate outputs and communicate assumptions and limitations clearly.
• Support in recognising new strategic opportunities to expand revenue and roadmaps to achieve them
• Bring consistency to Go-to-Market (GTM) strategy by helping to defining best practices
• Break down informational silos to ensure business decisions are based on the entire story and empower data-driven decision making to raise our returns
• Increase efficiency through technology, automation and optimising cross department processes allowing our frontline sales teams to spend more time in the market
• Build competitive advantage through thought leadership and position HSBC Innovation Banking (HINV) as the leader of innovative content
• Use exceptional problem-solving skills to tackle unique challenges.
• Ability to foster and maintain strong relationships across multiple teams, enhancing collaboration by integrating diverse perspectives and dimensions into projects and decision-making processes.
• Engaging regularly with stakeholders, working through team priorities and dealing with adhoc requests. All while ensuring work is followed through to execution.
• Support the delivery of large-scale technology projects by providing subject matter expertise and strategic insights

Skills and Requirements

• Bachelor's degree or equivalent professional experience in a quantitative field such as economics, finance, mathematics, statistics, computer science or engineering.
• Strong understanding of technology, life sciences, start-up, venture capital, and corporate finance ecosystems.
• Experience in research, quantitative analysis or analytical development within venture capital, technology or a related financial services environment, with the ability to translate findings into commercially relevant insights.
• Proficient in sourcing, cleaning, combining and analysing large data sets to derive meaningful insights, with sound statistical judgement and attention to data quality, biases and analytical limitations.
• Knowledge of commercial banking structures, products, and business models are desirable.
• Ability to work collaboratively across departments, efficiently managing multiple projects with meticulous attention to detail.
• Effective problem-solving skills, with experience in enhancing sales productivity through technology, automation, and optimising cross-departmental processes.
• Adaptable and open to change, capable of adjusting strategies to meet evolving business needs.
• Excellent verbal and written communication skills.
• Ability to deliver presentations and training to diverse audiences.
• Practical proficiency in Python or R and SQL for quantitative research and automation, and in Microsoft PowerPoint and Excel to translate data and insights into strategic recommendations.
• Experience in fast-paced environments, demonstrating efforts towards personal development.
• Desired familiarity with sales tools such as CRM Dynamics, LinkedIn Sales Navigator, Outreach, Qlik, PitchBook, Beauhurst, CapIQ, Dealroom etc.

Where you’ll be based

Our home office in Finsbury Square, London. We offer hybrid working to our employees, so you can flex between home and the office, with a current requirement to be in the office 2 days per week.

Being open to different points of view is important for our business and the communities we serve. At HSBC, we’re dedicated to creating diverse and inclusive workplaces - no matter their gender, ethnicity, disability, religion, sexual orientation, socio-economic background or age. We are committed to removing barriers and ensuring careers at HSBC are inclusive and accessible for everyone to be at their best. We take pride in being a Disability Confident Leader and will offer an interview to people with disabilities, long term conditions or neurodivergent candidates who meet the minimum criteria for the role.

If you have a need that requires accommodations or changes during the recruitment process, please get in touch with our Recruitment Helpdesk via [email protected].