HOLT Model Development Analyst

UBS; Chicago (IL); On-site; USD 145,000 - 172,500; Full time

Job summary

UBS in Chicago, IL, is seeking a research-focused professional to advance the HOLT systematic equity valuation model and downstream analytics. You will develop new quantitative scorecards, analyze life cycle dynamics, and enhance methodologies for forecasting and valuation, using large datasets.

Ideal candidates have 1–5 years of experience, strong quantitative skills, and proficiency in R/SQL/Python. Excellent communication skills and ability to publish long-form research are valued.

Qualifications

• Curious to explore how AI can improve workflow build, delivery, and optimization.
• BS or MS in accounting, finance, economics, engineering, mathematics, or another quantitative field.
• Ideally 1–5 years of relevant experience.
• Strong quantitative and analytical skills with experience analyzing large datasets.
• Understanding of financial statements, company valuation and equity markets.
• Experience with R, SQL, or Python.

Responsibilities

• Conduct empirical and academic style research to further develop valuation models and analytics.
• Analyze company life cycle dynamics, including growth, profitability and competitive dynamics.
• Develop new quantitative scorecards, frameworks and datasets for client use.
• Research and enhance methodologies including cash flow forecasting and macro interactions.
• Assist in designing, testing and validating enhancements to the framework using UBS data.
• Contribute to published research and internal documentation communicating findings.

Skills

Quantitative analysis

Data analysis

Communication skills

Self-motivated

Team-oriented

Financial statements understanding

Education

BS/MS in quantitative field

Tools

R

SQL

Python

Databricks

Spark

Job description

Responsibilities

• Conduct empirical and academic style research to further develop the HOLT systematic equity valuation model and downstream analytics
• Analyze company life cycle dynamics, including growth, profitability, and competitive dynamics
• Develop new quantitative scorecards, frameworks and datasets for client use
• Research and enhance methodologies including cash flow forecasting, alternative scenarios, and the interaction between company fundamentals, valuation, and market environments
• Assist in designing, testing and validating enhancements to the framework using HOLT’s financial dataset spanning back to the 1950’s
• Contribute to published written research and internal documentation communicating findings and investment implications
• Assist with model governance and monitoring of model output
• Enhance the use of macroeconomic and alternative data within the framework
• Develop reproducible research workflows with strong documentation and coding practices
• Operate as a research partner to Model Technology and IT, providing direction on analytical design and implementation priorities

Qualifications

• Curious to explore how AI can improve workflow build, delivery, and optimization, with sound judgment to validate outputs and align with policies, risk standards, and ethical use
• BS or MS in Accounting, Finance, Economics, Engineering, Mathematics, or another quantitative field
• Ideally 1-5 years of relevant experience
• Strong quantitative and analytical skills with experience analyzing large datasets
• Understanding of financial statements, company valuation and equity markets
• Experience with R, SQL, or Python
• Familiarity with Databricks and Spark is a plus
• Experience with statistical analysis, forecasting techniques, or financial data modeling is a plus
• Excellent written and verbal communication skills with interest in publication of long‑form research papers
• Self‑motivated and team‑oriented

Location & Compensation

Chicago, Illinois

United States – Illinois – Chicago: min USD 145,000 – max USD 172,500 per annum (gross base salary). Variable compensation and awards may be offered on a discretionary basis. UBS offers a range of competitive benefits. For further information, visit ubs.com/employee-benefits.

Equal Opportunity Employer

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.