Equity Research Analyst – Financials

Your role

Do you want to use your fundamental equity market expertise and portfolio management knowledge to help manage portfolios and identify new investment opportunities? Do you enjoy uncovering what really drives value in financial institutions? Can you turn deep analysis into clear investment views that shape portfolios?

We’re looking for a Equity Research Analyst - Financials, to:

• generate differentiated bottom-up investment ideas across the financials sector (e.g banks, insurers, capital markets, specialty finance) for our client portfolios
• conduct proprietary research through management meetings, industry expert calls, industry conferences, filings, and data analysis to formulate differentiated insights and form high-conviction investment views
• build and maintain detailed financial models, including stress testing under different macro scenarios
• translate detailed fundamental analysis into clear investment recommendations that support portfolio decisions
• partner closely with portfolio managers to move ideas from research into our portfolios
• convert industry insights into comprehensive investment recommendations and risk assessments
• communicate insights clearly and succinctly through written notes and presentations to colleagues and clients

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.

Your team

You’ll join our global equity team and will be based in either London, New York, or Chicago. Our investment philosophy is focused on identifying high conviction ideas based on a rigorous assessment of companies’ long term intrinsic value. You will be working within a team of sector specialists who develop deep domain expertise while sharing insights across regions and strategies. We have a collaborative culture built on disciplined valuation, independent thinking, and constructive debate.

Your expertise

• ideally 7+ years of equity research, buy-side, or sell-side experience, with direct coverage of financials
• strong understanding of banking, insurance, capital markets and/or specialty finance business models
• advanced accounting, valuation, and financial modeling capabilities
• demonstrated ability to originate, structure, and defend investment ideas supported by rigorous analysis
• strong academic credentials in finance, economics, accounting, or related field; MBA or CFA preferred
• experience turning complex analysis into well-supported investment recommendations
• ability to communicate investment views clearly both in writing and in discussion
• critical thinker and self-starter, with a focus on details and quality of outcomes
• comfortable working closely with others while progressing work independently

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.