This role supports ICG FIG growth and risk-managed delivery by providing deep portfolio financial analysis, executing transactions end-to-end, and progressively taking ownership of selected client relationships in partnership with product teams in Mexico and globally.

Key points:

• Conduct ongoing financial analysis of portfolio clients to identify opportunities, anticipate financing needs/market trends, and flag emerging FCR, credit and operational risks.
• Produce product gap analysis to help evaluate and structure the right solutions for clients.
• Provide hands-on execution support across multiple transactions, including coordination through execution and disbursement.
• Develop towards Relationship Manager capability via on-the-job training and increasing independence over a small set of relationships, scaling client complexity over time without reducing support to the portfolio RM.
• Manage day-to-day client coverage for assigned names and deliver HSBC offerings by working closely with product specialists in Mexico and other locations.

Requirements

• Bachelor’s degree in Economics, Business Administration, Finance, or a related field.
• 6 months to 1 year of experience (or recent graduate) through internships/trainee programmes in one or more of the following: Corporate Banking, Credit, Treasury, Risk, Audit, Financial Consulting, or finance roles within corporates.
• Exposure to financial analysis and/or process work (documentation, tracking, coordination), even if gained through internships, is valued.

Must-have knowledge

• Basic accounting and finance: P&L, balance sheet, cash flow, key ratios.
• Strong Excel skills (pivot tables, formulas, charts) and PowerPoint.
• Advanced English.

Key skills

• Strong analytical capability and curiosity to understand the client’s business.
• Clear communication skills to coordinate with internal teams.
• Ability to manage priorities (multiple tasks simultaneously) and meet deadlines.
• High standards of ethics, confidentiality, and discipline (given risk/compliance requirements).

Nice-to-have (not mandatory)

• Exposure to FIG and/or banking products (credit, cash management, trade).
• Basic knowledge of KYC/AML or credit processes (including theoretical understanding).
• Basic financial modelling.

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.