AI-Driven Financials Equity Research Associate

UBS; New York (NY); On-site; USD 159,000 - 186,000; Full time

Job summary

UBS is seeking an intellectually curious analyst to cover financial sector stocks for the Research - Americas Equity team in New York. You will conduct analysis, author research reports, and communicate investment theses to clients and institutional sales.

The role focuses on building and maintaining financial models (P&L/BS/CF), performing due diligence, and presenting findings at industry events. A Master’s in Finance with 2+ years of experience is preferred.

Qualifications

• Master’s degree or foreign equivalent in Finance, Accounting, Business Administration or related field of study plus two (2) years of experience in the job offered or as a Research Associate, Research Analyst, or related occupation.
• Bachelor’s degree or foreign equivalent in Finance, Accounting, Business Administration or related field of study plus four (4) years of experience in the job offered or as a Research Associate, Research Analyst, or related occupation.
• Covering Business Development Company (BDC) and other North American financials sector stocks.
• Building and maintaining full financial models in excel with integrated P&L/BS/CF.
• Constructing investment theses on companies, factoring in valuation, catalysts, risk-reward and sentiment.
• Sell side or buy side financials sector analysis.
• Analyzing 3rd party data.
• Presenting to and communicating with C-suite corporate contacts.
• Liaising with industry key opinion leaders.
• Financial modelling.
• Equity valuation.
• Statistical analysis.
• You’re curious to explore how AI can improve how we build, deliver, and optimize workflows.

Responsibilities

• Conduct analysis and provide financial insights for select Business Development Company (BDC) and North American financials securities to aid in making solid investment decisions.
• Author research reports on covered companies to communicate investment theses and opine on news flow events.
• Build and maintain financial models to track and value companies. Prepare research reports that include company overview, competitive analysis, valuation, and other relevant information based on quantitative and fundamental factors.
• Communicate investment theses to clients and institutional sales. Attend industry and investor events.
• Perform due diligence for potential banking transactions and companies (IPO’s and follow-ons).

Skills

BDC coverage

Financial modeling

Valuation analysis

Investment research

Excel modelling

Education

Master’s degree in Finance

Bachelor’s degree in Finance

Tools

Excel

PowerPoint

Job description

UBS is seeking an intellectually curious analyst to cover financial sector stocks for the Research - Americas Equity team in New York. You will conduct analysis, author research reports, and communicate investment theses to clients and institutional sales.

The role focuses on building and maintaining financial models (P&L/BS/CF), performing due diligence, and presenting findings at industry events. A Master’s in Finance with 2+ years of experience is preferred.