Key responsibilities
Are you an intellectually curious and analytical thinker with experience covering financial sector stocks? Are you an effective communicator and efficient writer? Are you experienced with using automation tools to improve processes and workflows?
We're looking for an Associate Director, Research - Americas Equity to:
• Conduct analysis and provide financial insights for select Business Development Company (BDC) and North American financials securities to aid in making solid investment decisions. Author research reports on covered companies to communicate investment theses and opine on news flow events.
• Build and maintain financial models to track and value companies. Prepare research reports that include company overview, competitive analysis, valuation, and other relevant information based on quantitative and fundamental factors.
• Communicate investment theses to clients and institutional sales. Attend industry and investor events.
• Perform due diligence for potential banking transactions and companies (IPO's and follow-ons).
Your Career Comeback
We are open to applications from career returners. Find out more about our program on ubs.com/careercomeback.
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 - Americas Equity team in New York, NY.
Your skills and experience
Education & Experience Requirement:
• Master's degree or foreign equivalent in Finance, Accounting, Business Administration or related field of study plus two (2) years of experience in the job offered or as a Research Associate, Research Analyst, or related occupation.
Alternate Education & Experience Requirement:
• Bachelor's degree or foreign equivalent in Finance, Accounting, Business Administration or related field of study plus four (4) years of experience in the job offered or as a Research Associate, Research Analyst, or related occupation.
Position requires experience with the following:
• Covering Business Development Company (BDC) and other North American financials sector stocks
• Building and maintaining full financial models in excel with integrated P&L/BS/CF
• Constructing investment theses on companies, factoring in valuation, catalysts, risk-reward and sentiment
• Sell side or buy side financials sector analysis
• Analyzing 3rd party data
• Presenting to and communicating with C-suite corporate contacts
• Liaising with industry key opinion leaders
• Financial modelling
• Equity valuation
• Statistical analysis
• 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.
Salary information
The indicative gross base salary range as a full-time equivalent role:
• United States - New York - New York min USD 158750 - max USD 186250 /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.
Join us
At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We're dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That's why collaboration is at the heart of everything we do. Because together, we're more than ourselves.
We're committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.
