HOLT Sector Specialist

Role

Do you want to become an expert in corporate performance and valuation? Are you interested in analyzing companies and generating unique insights? We’re looking for someone who can:

• Combine industry and market knowledge with the UBS HOLT framework to generate and market actionable investment insights to clients
• Utilize modelling, valuation, and analytical skills to provide clients with investment insights and/or idea generation
• Develop expertise in financial statement analysis and accounting adjustments to eliminate accounting distortions and maintain the quality of the HOLT framework
• Build and maintain a client network through client meetings and bespoke projects

Join us

At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We’re dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. We use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. Collaboration is at the heart of everything we do. Because together, we’re more than ourselves.

We’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.

Inclusion & Support

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.

Your team

You’ll be working on the HOLT Sector Specialist team within Equity Research in New York. We provide market-leading insights, investment solutions and services to buy-side equities portfolio managers and analysts. UBS HOLT is the industry leader in understanding the corporate performance and valuation of equities with a strong client franchise and brand recognition across major institutional investors, hedge funds and wealth managers.

Your expertise

• Degree in Finance or Accounting-related disciplines and/or holding or pursuing professional certifications such as CFA or CPA
• Ideally 1+ year of experience in Equity Research, Public Accounting, Investment Banking, or as a Financial Analyst
• Passion for equity markets and a strong understanding of valuation and corporate performance
• Excellent analytical skills and attention to detail, inquisitive, organized, and able to work in a time-sensitive environment and independently
• Adept at communicating fundamental views clearly and confidently
• Strong team orientation with the ability to collaborate effectively across analysts, sectors, and functions in a highly collaborative environment
• Experience with Python and SQL is a plus, but not required

About us

UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe.

We know that great work is never done alone. That’s why we place collaboration at the heart of everything we do. Because together, we’re more than ourselves. Want to find out more? Visit ubs.com/careers.