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

About us

UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe.
We know that great work is never done alone. That's why we place collaboration at the heart of everything we do. Because together, we're more than ourselves. Want to find out more? Visit ubs.com/careers.

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.