At a Glance
- Tasks: Uncover investment opportunities in financials and generate insightful recommendations.
- Company: Join a leading global equity team at UBS with a collaborative culture.
- Benefits: Competitive salary, comprehensive benefits, and opportunities for professional growth.
- Other info: Work in dynamic cities like London, New York, or Chicago with a focus on inclusion.
- Why this job: Make a real impact by shaping portfolios with your analysis and insights.
- Qualifications: 7+ years in equity research with strong financial modelling and analytical skills.
The predicted salary is between 170000 - 220000 € per year.
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?
Responsibilities
- 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.
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.
Salary information
United States – Illinois – Chicago min USD 170000 – max USD 220000
United States – New York – New York min USD 170000 – max USD 220000 /annum
We may, at our sole discretion, provide additional variable compensation or awards. UBS offers a range of competitive benefits and for further information, please visit ubs.com/employee-benefits.
Inclusive culture
We’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.
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.
Equity Research Analyst – Financials employer: UBS
UBS is an exceptional employer for Equity Research Analysts, offering a collaborative culture that fosters independent thinking and rigorous analysis. With a strong commitment to employee growth, you will have access to extensive resources and opportunities to develop your expertise in the financial sector while working alongside a team of specialists in vibrant locations like London, New York, and Chicago. The competitive benefits package and inclusive environment further enhance the rewarding experience of contributing to high-conviction investment strategies.
StudySmarter Expert Advice🤫
We think this is how you could land Equity Research Analyst – Financials
✨Network Like a Pro
Get out there and connect with people in the industry! Attend finance-related events, webinars, or even casual meet-ups. The more you engage with professionals, the better your chances of landing that dream role.
✨Show Off Your Skills
When you get the chance to chat with potential employers, don’t hold back! Share your insights on financial institutions and investment strategies. Let them see your passion and expertise in action – it could make all the difference!
✨Ace the Interview
Prepare for those interviews by brushing up on your financial modelling and valuation skills. Be ready to discuss your past experiences and how they relate to the role. Confidence is key, so practice makes perfect!
✨Apply Through Us
Don’t forget to apply through our website! We’re always on the lookout for talented individuals like you. Plus, it shows you’re serious about joining our team and helps us keep track of your application.
We think you need these skills to ace Equity Research Analyst – Financials
Some tips for your application 🫡
Showcase Your Expertise:Make sure to highlight your experience in equity research and your understanding of financial institutions. We want to see how your skills align with the role, so don’t hold back on sharing your insights and past successes!
Be Clear and Concise:When writing your application, clarity is key! We appreciate well-structured responses that get straight to the point. Use bullet points if it helps convey your thoughts more effectively.
Tailor Your Application:Don’t just send a generic application. Take the time to tailor your responses to reflect our job description. Show us how your background and skills make you the perfect fit for this specific role at StudySmarter.
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way to ensure your application gets to the right people. Plus, it shows us you’re serious about joining our team!
How to prepare for a job interview at UBS
✨Know Your Financials
Make sure you brush up on your knowledge of the financial sector, especially banks, insurers, and capital markets. Be prepared to discuss recent trends and how they impact investment opportunities. This will show that you’re not just familiar with the basics but can also engage in deeper discussions.
✨Master Your Models
Since building and maintaining detailed financial models is key for this role, practice explaining your modelling process clearly. Be ready to showcase your ability to stress test under different macro scenarios. This will demonstrate your analytical skills and your understanding of risk assessment.
✨Communicate Clearly
You’ll need to translate complex analysis into clear investment recommendations. Practice summarising your insights succinctly, both in writing and verbally. Consider preparing a few examples of past analyses where you successfully communicated your findings to colleagues or clients.
✨Show Your Collaborative Spirit
This role involves working closely with portfolio managers and other team members. Be ready to share examples of how you’ve collaborated in the past. Highlight your ability to contribute to a team while also being a self-starter. This balance is crucial in a collaborative culture.
