Associate Director, Research and Analysis Associate
About The Position
UBS SECURITIES LLC is seeking an Associate Director, Research and Analysis Associate in New York, NY. This role involves conducting financial analysis and providing insights for select Aerospace and Defense securities to aid in making solid investment decisions. The Associate Director will author research reports on covered companies to communicate investment theses and opine on news flow events. They will also build and maintain financial models to track and value companies, prepare detailed research reports, and communicate investment theses to clients and institutional sales. Additionally, the role requires attending industry and investor events and performing due diligence for potential banking transactions and companies, including IPOs and follow-ons. The position offers a hybrid work arrangement (In-office/remote).
Requirements
- Bachelor's degree or foreign equivalent in Engineering (any), Finance, or related field of study plus two (2) years of experience in the job offered or as an Equity Research Analyst, Equity Research Associate, or related occupation.
- Covering Aerospace and defense stocks.
- Building and maintaining full financial models in Excel with integrated profit and loss, balance sheet, and cash flow.
- Constructing investment theses on companies, factoring in valuation, catalysts, risk-reward and sentiment.
- Analyzing third party data.
- Sell side and buy side analysis.
- Evaluating market data.
- Bloomberg.
- Python.
- Performing financial statement analysis.
- Offering investment advice grounded in earning projections, valuations, and assessment of risk.
Responsibilities
- Conduct financial analysis and provide insights for select Aerospace and Defense 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, including IPO’s and follow-ons.
Benefits
- Competitive benefits package
- Potential for additional variable compensation or awards
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
