Equity Research Analyst - Financials

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? We're looking for an Equity Research Analyst – Financials, to: 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 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 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. Salary information The indicative gross base salary range as a full‑time equivalent role: United States - Illinois - Chicago min USD 170000 - max USD 220000 United States - New York - New York min USD 170000 - max USD 220000 / annum The expected salary for this role will be determined by relevant factors which may include but are not limited to role‑required experience, qualifications, education, location and skill level. UBS offers a range of competitive benefits and for further information, please visit ubs.com/employee-benefits. We may, at our sole discretion, provide additional variable compensation or awards. #J-18808-Ljbffr CFA Institute