UBS

Financials Research Associate

UBS New York, United States

Job Reference #
292505BR

Job Type
Full Time

Your role
Are you good at assessing the risk and return prospects of Financial companies? Do you love to take ownership of your work and be responsible for outcomes?

We’re looking for an Research Associate – Financials to:

  • support the Senior Investment Analyst and Portfolio Manager responsible for covering Financials, while learning how to invest in public equities
  • conduct original fundamental analysis and company valuation work
  • develop logical, comprehensive frameworks for the ongoing assessment of industry and company fundamentals
  • articulate investment ideas in a clear and concise manner
  • develop new and improve existing tools used within the investment process

Detailed Salary Information by city(ies):

  • New York: the salary range for this role is $100000 to $135000

The expected salary range(s) for this role as of the date of this posting is/are based on factors including, but not limited to, experience, qualifications, education, location and skill level. This role may also be eligible for discretionary incentive compensation. For benefits information, please visit ubs.com/usbenefits .

Your team
You will be working in the Global Equities team in London, Chicago or New York. The Global Equities Team uses fundamental, bottom-up analysis to identify attractive investment candidates across the Global equity market with the goal of delivering sustainable, long term alpha generation to the USD 22 billion of AUM, and in addition to recommending financial ideas for the total book of business, the line manager is specifically responsible for Future Finance Leaders, a recently seeded long-only Financials sector equity strategy, and Global Equity Long Short, a fast growing long short strategy with 11 year track record.

Your expertise

  • 2-5 years relevant experience analysing Financial companies (banks, insurance, asset management, financial exchanges)
  • demonstrated passion for investing
  • undergraduate degree or post-graduate qualifications from a top university
  • strong analytical, problem-solving and synthesizing skills
  • strong knowledge of financial statement analysis and modelling; CFA optional
  • intellectually curious, detail-oriented and willing to "get into the weeds" in order to develop unique, actionable investment ideas
  • flexible, resilient team player, with a positive attitude
  • self-starter who is an independent thinker (and comfortable taking a non-consensus view), intellectually honest, and able to challenge the status quo in a constructive manner
  • excellent communicator, with strong interpersonal skills

About Us
UBS is the world’s largest and the only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors..

We have a presence in all major financial centers in more than 50 countries.

Join us
At UBS, we embrace flexible ways of working when the role permits. We offer different working arrangements like part-time, job-sharing and hybrid (office and home) working. Our purpose-led culture and global infrastructure help us connect, collaborate, and work together in agile ways to meet all our business needs.

From gaining new experiences in different roles to acquiring fresh knowledge and skills, we know that great work is never done alone. We know that it's our people, with their unique backgrounds, skills, experience levels and interests, who drive our ongoing success. Together we’re more than ourselves. Ready to be part of #teamUBS and make an impact?

Disclaimer / Policy Statements
UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.

Your Career Comeback
We are open to applications from career returners. Find out more about our program on ubs.com/careercomeback.

Salary Information
US Only: The expected salary range for this role is $100000 to $135000 based on factors including, but not limited to, experience, qualifications, education, location and skill level. Please see «Your role» section for detailed salary information.
  • Seniority level

    Not Applicable
  • Employment type

    Full-time
  • Job function

    Research and Finance
  • Industries

    Banking, Financial Services, and Investment Banking

Referrals increase your chances of interviewing at UBS by 2x

See who you know

Get notified about new Finance Associate jobs in New York, United States.

Sign in to create job alert

Similar jobs

People also viewed

Looking for a job?

Visit the Career Advice Hub to see tips on interviewing and resume writing.

View Career Advice Hub