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
Job Type
Full Time
Job Reference
337173BR
City
Chicago, London, New York
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.
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