Role purpose

The Associate will support the Monterrey Global Corporates team in managing relationships with Global Corporates clients in Mexico. The role will provide high-quality support across client coverage, internal coordination, credit processes, account planning and transaction execution.

The position will interact with clients and internal stakeholders, and its primary focus will be on coordinating and completing internal processes efficiently and accurately. The Associate will help ensure that client requirements, credit applications, annual reviews, business plans and product opportunities are properly analyzed, documented and progressed in line with HSBC standards and governance requirements.

Key responsibilities

• Support a Director and Sr. Relationship Manager in the day-to-day management of a portfolio of global corporate clients.
• Coordinate internal processes related to client onboarding, credit approvals, annual reviews, account planning and transaction execution.
• Prepare and maintain high-quality client materials, including account plans, business reviews, pipeline and transaction reports
• Review financial information, management accounts and other relevant documentation to support credit and relationship-management decisions.
• Analyse companies, industries and relevant economic factors to identify trends, risks and business opportunities.
• Prepare financial analysis, forecasts, comparable-company analysis and supporting schedules.
• Coordinate with internal partners, including Credit Risk, Product, Legal, Compliance, Financial Crime Risk, Operations, Treasury and other Global Banking teams.
• Maintain accurate client and pipeline information in relevant systems.

Requirements

Experience

• Previous full-time experience in corporate banking, investment banking, credit analysis, or a related financial-services area.
• Experience preparing financial analysis, credit materials, client presentations or business cases is desirable.
• Experience working with multiple stakeholders and managing several priorities at the same time.
• Experience supporting global corporate or institutional clients is desirable.

Technical knowledge

• General knowledge of corporate finance and banking products.
• Understanding of financial statements and financial statement analysis.
• Understanding of credit analysis and financial modelling.
• Familiarity with corporate lending and transaction-banking products is desirable.
• Strong proficiency in Microsoft Excel and PowerPoint.

Languages

• English: advanced/fluent required.
• Spanish: fluent.

Core capabilities

• Strong analytical and problem-solving skills.
• Excellent attention to detail and ability to produce accurate work.
• Ability to structure information clearly and communicate it effectively.
• Strong written and verbal communication skills.
• Ability to work collaboratively with senior bankers and cross-functional teams.
• Customer-service orientation, with a practical understanding of internal and external stakeholders needs.
• High level of ownership, accountability and integrity.

We are as an organization and what distinguishes us, we value difference, we move forward together, we take responsibility for our actions, we use good judgment, we do the right thing and we make things happen.

At HSBC we offer our colleagues a greater number of days so that they can fully enjoy their wedding, take care of the new member of the family, or grieve the loss of a family member. Our paid leave package is at the forefront in Mexico, now you have one more reason to be HSBC and proudly live a culture of well-being, balance and care

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.