
Posted 14 hours ago
Research Analyst - Global Growth Equity
UBS
Requirements
2-5+ years US equity research or portfolio management experience, Fundamental bottom-up and top-down analysis skills, Proficiency in Bloomberg, FactSet, and MS Office, Bachelor's degree, CFA certification or candidate preferred
Skills
FinanceBloombergFinancial AnalysisFinancial Modeling
About the role
Responsibilities
- Assist lead portfolio managers with research activities on US and Global equities to support client mandates
- Identify and assess new and existing investment opportunities using fundamental bottom-up and top-down analysis
- Help implement and manage investment strategies, support product workflows, and monitor performance and risks
- Communicate portfolio performance and positioning effectively to key stakeholders
- Coordinate research efforts with internal teams and support the improvement of proprietary portfolio management systems
Requirements
- 2-5+ years of relevant experience in US equity research, equity portfolio management, or a related role
- Strong fundamental analysis skills with a focus on bottom-up company research and top-down market research
- Proficiency with Bloomberg, FactSet, MS Office, and various AI tools
- Bachelor's degree or equivalent
- Ability to work accurately under pressure in a team-oriented environment
Preferred Qualifications
- Experience with a focus on technology or industrials-oriented sectors
- Familiarity with integrating alternative data sets into the research process
- CFA certification or currently studying toward CFA designation
About the Company
UBS is a leading global wealth manager and the leading universal bank in Switzerland, providing diversified asset management solutions and focused investment banking capabilities across more than 50 markets worldwide.
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Get started — it's freeResearch Analyst - Global Growth Equity
UBS · New York
