Equity Research Associate

$137,500 - $162,500/Yr

UBS - New York, NY

posted 2 months ago

Part-time - Entry Level
New York, NY
10,001+ employees
Securities, Commodity Contracts, and Other Financial Investments and Related Activities

About the position

As an Equity Research Associate at UBS, you will play a crucial role in assessing value and risk within the investment banking sector. Your primary responsibilities will involve working closely with Senior Analysts to support various research initiatives. You will assist in the construction, accuracy, and maintenance of detailed company-specific financial models, which are essential for providing accurate investment recommendations. Additionally, you will draft individual company and sector-wide research reports that will be distributed to the UBS sales force and clients, ensuring that they are well-informed about market trends and investment opportunities. Your analytical skills will be put to the test as you analyze industry data to describe current and long-term trends, providing insights that will guide investment decisions. You will conduct extensive valuation analysis on stocks within a given sector, creating exhibits and presentations that effectively communicate your findings to both institutional and internal clients. Updating and maintaining analyst marketing presentations will also be part of your responsibilities, ensuring that all materials are current and relevant. In this role, you will be part of the Global Research team based in New York, NY, collaborating with a Lead Analyst and other team members to perform comprehensive equity research and analysis of publicly traded companies. Your contributions will be vital in helping the team deliver high-quality research that supports UBS's commitment to excellence in investment banking.

Responsibilities

  • 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

Requirements

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

Nice-to-haves

  • Experience in the evaluation of companies
  • Understanding of other programming languages

Benefits

  • Flexible working arrangements like part-time, job-sharing and hybrid working
  • Discretionary incentive compensation based on performance
  • Comprehensive benefits package as detailed on the UBS benefits website
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