General Financials Equity Research Associate

UBS•New York, NY

2d•$158,750 - $186,250•Onsite

About The Position

We’re looking for an Associate Director, Research - Americas Equity 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).

Requirements

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
Curiosity to explore how AI can improve how we build, deliver, and optimize workflows.
Sound judgment – validating outputs and aligning with policies, risk standards, and ethical use.

Nice To Haves

Experience with using automation tools to improve processes and 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).