General 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

Key Responsibilities

Are you an intellectually curious and analytical thinker with experience covering financial sector stocks? Are you an effective communicator and efficient writer? Are you experienced with using automation tools to improve processes and workflows?

Job Type

Full Time

Job Reference #

344217BR

City

New York

Key Responsibilities

We’re looking for somebody to:

• 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).

The team

Diversity helps us grow, together. That’s why we are committed to fostering and advancing diversity, equity, and inclusion. It strengthens our business and brings value to our clients.

You’ll be working with the Research - Americas Equity team in New York, NY.

Your Skills And Experience

Education & Experience Requirement:

• 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.

Alternate Education & Experience Requirement

• 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.

Position requires experience with the following

• 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. You do this with sound judgment – validating outputs and aligning with policies, risk standards, and ethical use.

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.

Salary information

The indicative gross base salary range as a full-time equivalent role:

• United States - New York - New York min USD 158750 - max USD 186250 /annum

The expected salary for this role will be determined by relevant factors which may include but are not limited to, role-required experience, qualifications, education, location and skill level. UBS offers a range of competitive benefits and for further information, please visit ubs.com/employee-benefits. We may, at our sole discretion, provide additional variable compensation or awards.

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.

Disclaimer / Policy statements

UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.