HOLT Accounting & Data Specialist

UBS; Chicago (IL); On-site; USD 90,000 - 108,000; Full time

Job summary

UBS is seeking a qualified analyst in Chicago to join the HOLT Model Research team within Equity Research, focusing on accounting research, modelling and data-driven valuation insights.

You will analyze regulatory developments, pull large datasets, refine the HOLT framework, and contribute to published research and internal docs. The role requires strong accounting acumen, familiarity with finance markets, and willingness to relocate to Chicagoland.

Qualifications

• BS or MS in Accounting, or BS or MS Finance-related disciplines with high technical accounting competence required.
• CPA and/or CFA designation, or active pursuit of designation is a plus.
• Ideally 1+ years of experience in Equity Research, Public Accounting, Investment Banking, or a Financial Analyst role.
• Passion for equity markets and a strong understanding of valuation and corporate performance.
• Experience with large datasets (Databricks, Python, SQL, R) is highly preferred.

Responsibilities

• Conduct accounting research on regulatory developments and assess implications for valuations and the UBS HOLT framework.
• Pull large datasets from multiple databases, derive insights, troubleshoot issues, and use data to inform decisions.
• Develop expertise in financial statement analysis and accounting adjustments to improve the HOLT framework.
• Assist in designing, testing and validating enhancements to the framework using the HOLT dataset spanning decades.
• Contribute to published written research and internal documentation communicating findings and investment implications.
• Collaborate with a global team to provide clients with investment insights and act as an accounting expert to the HOLT Model Research Team.

Skills

Analytical skills

Equity research

Team collaboration

Education

BS or MS in Accounting or Finance

Tools

Databricks

Python

SQL

R

Job description

Your role

Do you want to become an expert in corporate performance and valuation? Do you have a strong interest in analyzing companies and generating unique insights?

We’re looking for someone who can:

• Conduct accounting research on emerging reporting, disclosure, and regulatory developments, assessing their implications for company valuations, investment analysis, and the UBS HOLT framework.
• Pull large datasets from multiple databases covering various sectors/countries/time periods, derive insights from the data, troubleshoot issues as they arise, and use the data to implement decisions.
• Develop expertise in financial statement analysis and accounting adjustments to eliminate accounting distortions and maintain the quality of the HOLT framework.
• Assist in designing, testing and validating enhancements to the framework using HOLT’s financial dataset spanning back decades.
• Contribute to published written research and internal documentation communicating findings and investment implications.
• Work across a global team, utilizing modelling, valuation, and analytical skills to 1. provide clients with investment insights and 2. operate as an accounting expert to the HOLT Model Research Team.

Job Type

Full Time

Job Reference #

342067BR

City

Chicago

Your team

You’ll be working on the HOLT Model Research team within Equity Research in Chicago, focusing on accounting research and modeling while supporting the publication of accounting and tax insights through timely, high-quality client deliverables. We provide market-leading insights, investment solutions and services to buy-side equities portfolio managers and analysts. UBS HOLT is the industry leader in understanding the corporate performance and valuation of equities with a strong client franchise and brand recognition across major institutional investors, hedge funds and wealth managers.

Your expertise

An individual with technical accounting acumen, strong analytical skills, and an interest in equity markets. This role is based in Chicago, and candidates must be willing to relocate if they are not currently located in the Chicagoland area.

• 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.
• BS or MS in Accounting, or BS or MS Finance-related disciplines with high technical accounting competence required.
• CPA and/or CFA designation, or active pursuit of designation is a plus.
• ideally 1+ years of experience in Equity Research, Public Accounting, Investment Banking, or a Financial Analyst role.
• Passion for equity markets and a strong understanding of valuation and corporate performance.
• Experience with large datasets highly preferred (Databricks, Python, SQL, R, etc. experience a plus).
• Strong team orientation and ability to collaborate across IT/Research/Sales/DevOps.

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 - Illinois - Chicago min USD 90000 - max USD 107500 /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.

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.