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:
• Lead fundamental company and industry research, developing differentiated investment insights and recommendations within a designated coverage universe.
• Oversee the construction, maintenance and enhancement of detailed company-specific financial models and valuation frameworks.
• Author and publish individual company and sector-wide research reports for distribution to the UBS sales force and institutional clients.
• Analyze industry data, competitive dynamics and macroeconomic developments to identify current and long-term trends impacting investment opportunities.
• Formulate and communicate investment recommendations based on rigorous earnings analysis, valuation methodologies and risk assessment.
• Conduct extensive valuation analysis on stocks within a given sector and identify actionable investment opportunities for clients.
• Lead the development of presentations and investment content for client meetings, conferences and marketing initiatives.
• Build and maintain relationships with institutional clients, effectively communicating investment recommendations, sector views and market insights.
• Mentor and develop junior research professionals while contributing to the continued growth and success of the research platform.

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