Equities Analyst Program, New York

Equities Analyst Program — New York

Millennium’s Equities Analyst Program is a partnership between Millennium and UBS. During the first year, Analysts will train with Senior Associates at UBS in Equity Research before joining a Portfolio Management Team at Millennium.

Year 1: UBS Training

• Extensive training in valuation and accounting from the UBS Research Academy
• Rotations through multiple coverage verticals (e.g., Consumer, Tech, Industrials, Energy, Financials) to provide education on different business models, industry drivers, and approaches to valuation
• Exposure to the UBS trading desk in addition to the research and specialist sales teams
• Checkpoint assessments to apply learning to real-life market scenarios
• Frequent communication and support from Millennium’s Equity Advisory Services team

Year 2: Portfolio Management

• Conduct fundamental financial analysis to assess investment opportunities
• Build and maintain sophisticated financial models and valuation analyses
• Explore research avenues such as earnings calls, transcripts, public filings, and relevant data
• Analyze and maintain market data, industry data, and alternative data
• Collaborate closely with sell-side and other buy-side analysts to help manage information flow
• Communicate due diligence findings with the investment team and provide recommendations on strategy
• Strengthen coverage and industry knowledge by attending industry events, conferences, and speaking with third-party professionals and consultants

Qualifications / Skills Required

• Candidates pursuing a bachelor’s degree and graduating by June 2027 with a GPA of 3.6 or above
• Strong passion for the financial services industry and investing
• Experience leveraging AI tools to improve research, workflow efficiency, and problem-solving while maintaining strong attention to detail and judgment
• Strong Excel skills with financial modeling experience/interest
• Outstanding verbal and written communication skills

Personal Attributes

• Self-directed, detail-oriented, and intellectually curious, with a genuine passion for research and problem-solving
• Able to prioritize and execute in a fast-paced, high-pressure, and constantly evolving environment
• Tenacious, resourceful, and resilient, with strong time management skills and a sense of urgency
• High degree of professionalism, integrity, and commitment to the highest ethical standards

Compensation

The estimated base salary range for this position is $125,000 to $135,000, specific to New York and subject to change. Millennium pays a total compensation package that includes a base salary, discretionary performance bonus, and a comprehensive benefits package. Final offers consider an individual’s experience and qualifications to determine a competitive total compensation package.