Your role
Are you gifted at assessing value and risk? Do you have a strong interest in analyzing companies? We're looking for someone like that who can:
• Work closely with Senior analysts in a variety of different roles
• Assist in the construction, accuracy and maintenance of detailed company specific financial models
• Draft individual company and sector-wide research reports for distribution to the UBS sales force, as well as clients
• Analyze industry data to describe current and long-term trends
• Provide investment recommendations based on earnings projections, valuation and risk assessment
• Conduct extensive valuation analysis on stocks in a given sector
• Create exhibits and presentations for sales and clients
• Update and maintain analyst marketing presentations
• Communicate with both institutional clients and internal clients to convey investment recommendations and ideas
Your team
You'll be working in the Global Research team in New York, NY. Your role will work in partnership with a Lead Analyst and team to perform equity research and analysis of publicly traded companies
Your expertise
Bachelor's degree or international equivalent in Finance, Economics or Accounting, MBA preferred but not essential
• You're curious to explore how AI can improve how we build, deliver, and optimize workflows. You do this with sound judgment - validating outputs and aligning with policies, risk standards, and ethical use.
• Experience in the evaluation of companies an advantage
• Top-notch customer service focus and attitude for client engagement
• The ability to perform under pressure and meet time sensitive deadlines
• A good handle on accounting, including reviewing and interpreting annual reports and financial statements also an advantage although training will be provided on the job
• Solid know-how of Microsoft Excel, and understanding other programming languages an advantage
• An excellent communicator, able to educate through the creation of innovative models, reports and presentations
• Inquisitive, organized and detail-oriented
• A self-starter who thrives in a collaborative, fast-paced environment
