Your role
The HOLT Portfolio & Quantitative Strategy Team in New York is looking to add a new member to the team.
We're looking for someone who can assist the team to:
• Leverage data from the HOLT framework to produce research reports focused on market themes, quantitative strategies, sector and geographic allocation, portfolio positioning, and the benefits of HOLT data.
• Conduct client portfolio reviews that analyze the fundamental profile of a client's portfolio relative to a benchmark, helping clients understand the benefits and risks of various portfolio profiles and also discussing individual holdings through the HOLT framework.
• Conduct analysis using the HOLT framework to generate industry and company specific insights for clients. This entails building a sound knowledge of both the HOLT framework and the economics of various sectors.
• Understand market signals and how they apply to a fundamental and quantitative investment process.
• Collaborate with a wide range of teams within UBS (Equity Research, Wealth Management, Global Markets, etc.) to create incremental business.
Your team
You'll be working on the HOLT Research team in New York. We provide market-leading insights, investment solutions and services to buy-side equities portfolio managers and analysts. HOLT is the industry leader in understanding the corporate performance and valuation of equities with a strong client franchise and brand recognition across major institutional investors, hedge funds and wealth managers.
Your expertise
• BS degree in Accounting, Finance, Economics, Engineering, Mathematics, or other technical field.
• Strong quantitative and analytical skills. Experience with analyzing large data sets, preferably financial data.
• Advanced Excel skills and experience with R, SQL, Python other statistical or data analysis tools/languages.
• Familiarity with tools including Bloomberg, FactSet, Axioma or Barra is a plus.
• Passion for investing with a demonstrated interest in the stock market, quantitative investing, company analysis, and (or) macroeconomics.
• Excellent written and verbal skills, strong interpersonal skills, and attention to detail.
• Candidates must be self-motivated, team-oriented and thrive in a dynamic work environment.
