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Equity Research Associate

Equity Research Associate

CompanyUBS
LocationNew York, NY, USA
Salary$158750 – $186250
TypeFull-Time
DegreesBachelor’s
Experience LevelEntry Level/New Grad, Junior

Requirements

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

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

Preferred Qualifications

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