UBS

Research - US Exchanges, Rating Agencies & Biz Services

UBS$98K — $116K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in Finance, Economics, or Accounting; MBA preferred
  • Experience in valuing companies is an advantage
  • Excellent communication skills for client engagement
  • Attention to detail with a strong organizational ability
  • Proficient in Microsoft Excel; familiarity with programming languages is a plus

Responsibilities

  • Work closely with Senior analysts across various roles
  • Assist in building and maintaining detailed financial models
  • Draft research reports for clients and the UBS sales force
  • Analyze industry data to identify trends
  • Provide investment recommendations based on analysis
  • Conduct valuation analysis on stocks within a sector
  • Create presentations and marketing materials for internal and client use

Benefits

  • Access to competitive benefits through UBS
  • Opportunities for professional growth and training
  • Collaboration within a diverse and dynamic team
  • Exposure to advanced financial modeling techniques
  • Engagement with institutional clients for insightful market perspectives
Full Job Description
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 - US Exchanges, Rating Agencies & Biz Services 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
• 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.
• Bachelor's degree or international equivalent in Finance, Economics or Accounting, MBA preferred but not essential
• 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

Salary information

The indicative gross base salary range as a full-time equivalent role:
• United States - New York - New York min USD 98750 - max USD 116250 /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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