A&D Equity Specialist — Research, Modelling & Insights

Union Bancaire Privée; Genf; Vor Ort; CHF 150.000 - 230.000; Vollzeit

Zusammenfassung

Union Bancaire Privée is seeking an Investment Specialist - Equities (Aerospace & Defence) to conduct in-depth fundamental research on US and European aerospace and defence issuers, build financial models, and support portfolio management for Wealth Management teams.

The role requires a Master’s degree and CFA, 5–10 years of sector experience, and the ability to clearly present investment ideas to private bankers and clients. English is essential; French is a plus.

Qualifikationen

• Master's degree from a top-tier university.
• CFA designation.
• 5–10 years of experience covering Industrials and Aerospace & Defence.
• Fluent in English; French is an asset.
• Strong analytical and financial modelling skills.
• Excellent written and verbal communication skills.

Aufgaben

• Conduct thorough fundamental research on assigned companies and sectors across US and Europe.
• Analyze business models, industry dynamics, competitive positioning, and management quality.
• Maintain ongoing coverage of ~40-50 companies with Buy/Hold/Sell ratings and update theses/valuations.
• Build and maintain financial models forecasting key metrics and assess balance sheet health.

Kenntnisse

Equities research

Financial modeling

Industry research

Communication

Teamwork

Ausbildung

Master's degree

CFA

Jobbeschreibung

Union Bancaire Privée is seeking an Investment Specialist - Equities (Aerospace & Defence) to conduct in-depth fundamental research on US and European aerospace and defence issuers, build financial models, and support portfolio management for Wealth Management teams.

The role requires a Master’s degree and CFA, 5–10 years of sector experience, and the ability to clearly present investment ideas to private bankers and clients. English is essential; French is a plus.