UBS

Associate Director, Research & Analysis Associate

UBS$150K — $225K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in Engineering, Finance, or a related field.
  • 2 years of experience in Equity Research or related field.
  • Familiarity with financial data tools (FactSet, Reuters, Bloomberg).
  • Strong skills in financial statement analysis and modeling.
  • Proficiency in Excel, PowerPoint, and Word.

Responsibilities

  • Update and refine financial models based on company performance and industry trends.
  • Engage in corporate meetings and events with company management and industry experts.
  • Analyze market data using tools to identify trends and insights.
  • Conduct thorough evaluations using company filings and proprietary UBS data.
  • Provide investment recommendations based on financial analysis and risk assessment.

Benefits

  • Hybrid work option (in-office/remote).
  • Commitment to diversity, equity, and inclusion in the workplace.
  • Access to competitive benefits package through UBS.
Full Job Description
Key responsibilities

UBS Securities LLC is seeking an Associate Director, Research & Analysis Associate in New York, NY
Are you an innovative thinker? Do you enjoy delivering enhanced change capabilities across a range of business functions? Are you passionate about IT process automation using cutting edge tooling platforms?

We're looking for an Associate Director, Research & Analysis Associate to:
• Elaborate and update financial models from companies under coverage, following industry trends and companies' results. Elaboration of reported distributed to clients, since industry analysis to stock rating updates.
• Participate in corporate events and meetings with companies' management teams and industry experts. Participation in calls and requests from clients. Utilize tools such as FactSet, Reuters, and Bloomberg to analyze market data and assess and describe current and long-term trends.
• Conduct in-depth evaluations using resources such as UBS filings, industry indicators, and proprietary data from UBS Evidence Lab. conduct financial statement analysis and develop financial models.
• Provides investment recommendations by utilizing earnings projections, valuation, and risk assessment of individual companies.
• Can work hybrid (In-office/remote).

Qualified Applicants apply through [redacted]. Please reference 002137. NO CALLS PLEASE. EOE/M/F/D/V

Salary Range & Work Schedule: $150,000 to $225,000 /year, 40 hrs/wk. This notice is being posted in connection with an application for permanent Alien Labor Certification. Any person may comment or provide documentary evidence bearing on this application to: U.S. Department of Labor, Employment and Training Administration, Office of Foreign Labor Certification, 200 Constitution Avenue NW, Room N-5311, Washington, DC 20210.

The expected salary range(s) for this role as of the date of this posting is/are based on factors including, but not limited to, experience, qualifications, education, location and skill level. This role may also be eligible for discretionary incentive compensation. For benefits information, please visit ubs.com/usbenefits.

The team

Diversity helps us grow, together. That's why we are committed to fostering and advancing diversity, equity, and inclusion. It strengthens our business and brings value to our clients.

You'll be working with the Research and Analysis team in New York, NY.

Your skills and experience

Education & Experience Requirement:
• Bachelor's degree or foreign equivalent in Engineering (Any), Finance, or a related field of study plus 2 years of experience in the job offered or 2 years of experience as an Equity Research, Associate, or a related occupation.

Position requires experience with the following:
• FactSet; Reuters; Bloomberg; Macroeconomic data, such as inflation, GDP, and employment figures; conduct financial statement analysis; financial models; Excel and financial modeling; PowerPoint for internal and external presentations; Word use for elaboration of reports and internal documents.

Salary information

The indicative gross base salary range as a full-time equivalent role:
• United States - New York - New York min USD 150000 - max USD 225000 /annum

The expected salary for this role will be determined by relevant factors which may include but are not limited to, role-required experience, qualifications, education, location and skill level. UBS offers a range of competitive benefits and for further information, please visit ubs.com/employee-benefits. We may, at our sole discretion, provide additional variable compensation or awards.

About UBS

UBS Group AG is a Swiss multinational investment bank and financial services company founded in 1862 and headquartered in Zurich, Switzerland. UBS is one of the largest and most respected financial institutions in the world, with a presence in over 50 countries. The company offers a wide range of financial services to its clients, including wealth management, investment banking, asset management, and retail banking. UBS is committed to providing its clients with innovative and effective financial solutions that meet their unique needs and goals.
Learn more about UBS
Size
71,697 employees
Market Cap
$64.8 billion
Industry
Founded
1854
5 Year Trend
-6.5%
NASDAQ

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