United States - New York

Equities

Asset Management

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? Are you a strong communicator who works well in a team-oriented structure? Do you want to be a part of a growing business within a well-established asset management platform?

We’re looking for a Research Analyst - Global Growth Equity to:

• assist lead portfolio managers with research activities on US and Global equities that reflect the investment strategies for our client mandates
• identify and assess new and existing investment opportunities using both fundamental bottom-up company driven analysis and top-down market level research
• help implement and manage investment strategies, support product workflows and models, and monitor performance and risks
• effectively communicate portfolio performance and positioning to key stakeholders
• coordinate research efforts with internal teams
• support the improvement of our processes and proprietary portfolio management systems

Job Reference #

337466BR

City

New York

Job Type

Full Time

Your team

You’ll be working in the Global Growth Equity team in New York. Our team is responsible for the management of US and Global equity strategies for institutional and retail clients managed against various benchmarks (i.e. S&P500, Russell 1000 Growth, MSCI World, etc.). As an Analyst, you’ll play an important role in the real-time implementation, stock selection and management of the team’s separately managed accounts (SMAs) and Lux funds.

Your expertise

• ideally 2-5+ years’ relevant experience in US equity research, equity portfolio management or a related role – preferably with a focus on the technology or industrials -oriented sectors
• successful track record of investment performance and research coverage
• familiar with integrating alternative data sets into research process
• solution-oriented thinker with strong skills of communication and collaboration
• organized and focused, with the ability to work accurately under pressure
• proficient computer skills, including experience with MS Office, Bloomberg, various AI tools, and FactSet
• Bachelor’s degree or equivalent and ideally CFA certified or studying toward this

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.

Salary information

The indicative gross base salary range as a full-time equivalent role:
• United States - New York - New York min USD 120000 - max USD 150000 /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.

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. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That’s why 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.

Contact Details

UBS Business Solutions SA
UBS Recruiting

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.