Research - US Exchanges, Rating Agencies & Biz Services

UBS • New York, NY

1d • $98,750 - $116,250

About The Position

The role is part of UBS Global Research’s US Exchanges, Rating Agencies & Business Services team in New York, working with a Lead Analyst and team to research and analyze publicly traded companies. The position supports equity research through company and sector analysis, financial modeling, valuation, investment recommendations, and preparation of reports and presentations for UBS sales teams and clients. It also involves communicating investment ideas to institutional and internal clients and maintaining analyst marketing materials.

Requirements

• Bachelor’s degree or international equivalent in Finance, Economics, or Accounting.
• Strong customer-service focus and attitude for client engagement.
• Ability to perform under pressure and meet time-sensitive deadlines.
• Solid knowledge of Microsoft Excel.
• Excellent communication skills, including the ability to educate through innovative models, reports, and presentations.
• Inquisitive, organized, and detail-oriented approach.
• Self-starter who thrives in a collaborative, fast-paced environment.
• Use sound judgment when exploring AI to improve workflows, including validating outputs and aligning with policies, risk standards, and ethical use.

Nice To Haves

• MBA preferred but not essential.
• Experience evaluating companies is an advantage.
• Good understanding of accounting, including reviewing and interpreting annual reports and financial statements; training will be provided on the job.
• Understanding of other programming languages is an advantage.

Responsibilities

• Work closely with Senior Analysts in a variety of roles.
• Assist with 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 and 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 teams and clients.
• Update and maintain analyst marketing presentations.
• Communicate investment recommendations and ideas to institutional clients and internal clients.
• Partner with a Lead Analyst and team to perform equity research and analysis of publicly traded companies.

Benefits

• UBS offers competitive benefits; details are available at ubs.com/employee-benefits.
• Flexible working options when possible.
• Opportunities to grow and a supportive team.

What This Job Offers

• Job Type: Full-time