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Equity Product Specialist Miejsce pracy: Kraków Technologies we use Expected Microsoft Excel About the project Wealth & Premier Solutions (WPS) in GPB&W has been established to deliver an enhanced range of market leading in-house and third-party investment services as well as wealth lending solutions to all client segments across the WPB Wealth Continuum. Your responsibilities Data Modelling & Analytics: Apply advanced data modelling techniques and analytics to support business insights and strategic initiatives. Automation of Stock Screening: Develop and enhance automated stock screening tools, streamlining investment processes and improving efficiency. Equity Portal & Marketing Material: Lead the upgrade of our equity portal and refresh marketing materials to ensure content is current, engaging, and aligned with business objectives. Market & Product Publications: Contribute to the creation of market and product publications, including periodicals, market updates, and sector packs, helping to inform clients and stakeholders. Performance Tracking & Reporting: Take ownership of performance tracking, monitoring key metrics, and producing comprehensive weekly reports to support decision-making and AI Productivity Enhancements: Identify and implement AI-driven solutions to boost productivity and automate routine tasks. Platform Initiatives: Actively contribute to and lead platform initiatives, collaborating with cross-functional teams to deliver impactful projects. Stock Fact Sheets: Coordinate and produce fact sheets for over 200 stocks, ensuring accuracy and timely delivery. New Product Development: Support the development and launch of new products, working closely with stakeholders to bring innovative solutions to market. Automated Processes: Maintain and run automated processes using Python and Excel macros, ensuring reliability and continuous improvement. Our requirements Experience in data modelling and analysis, with the ability to interpret complex datasets and deliver actionable insights. Strong knowledge and understanding of equity markets and financial instruments. Demonstrated project management skills, including planning, execution, and delivery of analytical or technical projects. Hands-on experience with programming and automation, particularly using Python and Excel macros, to streamline processes and enhance efficiency. Practical experience with artificial intelligence tools and techniques is a plus and holding or actively pursuing a relevant qualification (e.g., CFA, ACCA) is advantageous 5-10 years of experience in an analytical or project management function looking to gain knowledge and hands-on experience of financial markets and private banking/wealth. Degree in a numerical or computer discipline such as finance, mathematics or computer science. Advanced skills in Microsoft Office with deep expertise in Excel (including macro programming) and PowerPoint. What we offer Competitive salary. Annual performance-based bonus. Additional bonuses for recognition awards. Multisport card. Private medical care. Life insurance. One-time reimbursement of home office set-up (up to 800 PLN). Corporate parties & events. CSR initiatives. Nursery discounts. Financial support with trainings and education. Social fund. Flexible working hours. Free parking. Benefits sharing the costs of sports activities private medical care sharing the costs of professional training & courses life insurance remote work opportunities flexible working time integration events corporate sports team retirement pension plan corporate library no dress code coffee / tea parking space for employees leisure zone extra social benefits employee referral program opportunity to obtain permits and licenses charity initiatives family picnics extra leave In-office gym Recruitment stages Online assessment Phone interview Job interview Welcome to HSBC! HSBC Service Delivery (Polska) Sp. z o.o. HSBC is one of the world’s largest banking and financial services organisations. Our global businesses serve more than 40 million customers worldwide through a network that covers 63 countries and territories. HSBC Service Delivery (Polska) Sp. z o.o. is HSBCs global finance, operations, risk and technology centre. We use our unique expertise and capabilities to provide specialised services – our people range from technologists transforming the banking experience to operations professionals managing 1.7 trillion payments a year. Our Purpose – Opening up a world of opportunity – explains why we exist. We are 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. Thank you for interest in HSBCBefore you apply, please note that we will take into the consideration only applications that include the following statement:.“I hereby declare that I have familiarised myself with the Privacy Statement for Applicants published at and I give my consent to use my personal data included in my application for the purposes of recruitment in HSBC Service Delivery (Polska) Sp. z o. o. according to the rules described in the Privacy Statement for Applicants, as per the Regulation (EU) 2016/679 of the European Parliament and of the Council of 27 April 2016 on the protection of natural persons with regard to the processing of personal data and on the free movement of such data, and repealing Directive 95/46/EC (GDPR).”.Due to the high number of applications, we reserve the right to contact selected candidates onlyIn case you would like to resign from participation in the recruitment process or withdraw previously sent application, please email us at: krakow.recruitment@hsbc.com.