Research - US Exchanges, Rating Agencies & Biz Services

UBS; New York (NY); On-site; USD 99,000 - 116,000; Full time

Job summary

UBS in New York is seeking an analyst to support the Global Research team. You will work with senior analysts to build and upkeep detailed company models, draft research reports, and present investment ideas to internal and external clients.

You will analyze industry trends, perform valuation work, and create compelling presentations. Strong Excel skills, financial sense, and clear communication are essential in a fast-paced environment.

Qualifications

• Bachelor's degree in Finance, Economics or Accounting.
• MBA preferred but not essential.
• Experience in evaluating companies is an advantage.
• Strong Excel skills and ability to build models.

Responsibilities

• Collaborate with senior analysts across roles to support equity research.
• Assist in constructing and maintaining detailed company financial models.
• Draft company and sector research reports for UBS sales force and clients.
• Analyze industry data to describe current and long-term trends.
• Provide investment recommendations based on earnings, valuation and risk.
• Conduct valuation analysis on stocks in a given sector.
• Create exhibits and presentations for sales and clients.
• Update analyst marketing presentations and communicate with clients.

Skills

AI curiosity

Financial modeling

Excel proficiency

Analytical mindset

Communication skills

Education

Bachelor's in Finance/Economics/Accounting

MBA preferred

Tools

Excel

Programming languages

Job description

Key Responsibilities

Are you gifted at assessing value and risk? Do you have a strong interest in analyzing companies? We’re looking for someone like that who can:

• Work closely with Senior analysts in a variety of different roles
• Assist in the construction, accuracy and maintenance of detailed company specific financial models
• Draft individual company and sector-wide research reports for distribution to the UBS sales force, as well as clients
• Analyze industry data to describe current and long-term trends
• Provide investment recommendations based on earnings projections, valuation and risk assessment
• Conduct extensive valuation analysis on stocks in a given sector
• Create exhibits and presentations for sales and clients
• Update and maintain analyst marketing presentations
• Communicate with both institutional clients and internal clients to convey investment recommendations and ideas

Job Type

Full Time

Job Reference #

340184BR

City

New York

The team

You’ll be working in the Global Research - US Exchanges, Rating Agencies & Biz Services team in New York, NY. Your role will work in partnership with a Lead Analyst and team to perform equity research and analysis of publicly traded companies

Your Skills And Experience

• 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.
• Bachelor's degree or international equivalent in Finance, Economics or Accounting, MBA preferred but not essential
• Experience in the evaluation of companies an advantage
• Top-notch customer service focus and attitude for client engagement
• The ability to perform under pressure and meet time sensitive deadlines
• A good handle on accounting, including reviewing and interpreting annual reports and financial statements also an advantage although training will be provided on the job
• Solid know-how of Microsoft Excel, and understanding other programming languages an advantage
• An excellent communicator, able to educate through the creation of innovative models, reports and presentations
• Inquisitive, organized and detail-oriented
• A self-starter who thrives in a collaborative, fast-paced environment

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 98750 - max USD 116250 /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.