Investment Specialist - Equities

Union Bancaire Privée; Genf; On-site; CHF 150,000 - 230,000; Full time

Job summary

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.

Qualifications

• 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.

Responsibilities

• 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.

Skills

Equities research

Financial modeling

Industry research

Communication

Teamwork

Education

Master's degree

CFA

Job description

Investment Specialist - Equities (Aerospace & Defence)

Job Info

• Job Identification 290
• Job Category ASSET MANAGEMENT
• Degree Level Bachelor's Degree
• Job Schedule Full time
• Contract Type Permanent

Job Description

Mission

We are seeking a highly analytical and detail-oriented Equity Analyst to join the Investment Specialist team. The successful candidate will be responsible for conducting in-depth financial analysis of publicly traded companies in specific sectors (Industrials, Aerospace & Defence), evaluating investment opportunities, building financial models, and providing actionable insights to support portfolio management and investment decisions to Wealth Management teams (DPM, Private Banking). The ideal candidate will possess strong quantitative and qualitative research skills, financial acumen, and the ability to communicate complex investment ideas clearly and persuasively. This opportunity also involves the portfolio management of two dedicated thematic equity certificates.

Main responsibilities

• 1. Company and Industry Research
  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 (Buy, Hold, Sell ratings), updating investment theses and valuations as new data becomes available.
  Build and maintain financial models forecasting key financial metrics, evaluate capital structure and costs as well as balance sheet health.
  
• 2. Investment Recommendation and Reporting
  Prepare investment reports (equity factsheets, updated quarterly), internal and external presentations summarizing sector views, valuation conclusions, and single line recommendations.
  Support senior portfolio managers (DPM) in developing investment strategies and identifying high-conviction opportunities.
  Communicate investment views clearly and concisely to internal stakeholders (private bankers, investment advisors) or clients through written reports, slide decks, or verbal presentations.
  
• 3. Market and Portfolio Monitoring & Management
  Assist in portfolio monitoring, identifying risks or catalysts that could affect portfolio performance (DPM Equity portfolios).
  Manage dedicated thematic equity certificates, produce performance reports and maintain dedicated presentations.
  
• 4. Collaboration and Cross-Functional Work
  Contribute to team administrative tasks, cross-sector publications and investment meetings.
  Work closely with DPM portfolio managers to provide timely research input, participate in Equity Committee/Global Investment Committee as required.
  Respond to internal requests from private bankers/investment advisors in a timely manner
  
• Your Profile
  • Excellent academic record with a relevant Master's degree from a top-tier university and CFA
  • 5–10 years of experience covering the Industrials and Aerospace & Defence sectors, with a strong understanding of key value drivers and industry dynamics.
  • Strong ability to conduct company and industry research.
  • Strong analytical and financial modelling skills.
  • Excellent written and verbal communication skills.
  • Ability to present investment ideas clearly and confidently to internal stakeholders and Clients.
  • Strong interpersonal skills and the ability to work effectively as part of a team.
  • Proactive, self-motivated, and results-oriented, with the ability to work independently.
  • Strong organizational skills and attention to detail.
  • Fluent in English; French is an asset.

Core Competencies : Adherence to the company’s values: Dedication, Conviction, Agility and Responsibility - Compliance with regulations and internal directives