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Equity Research Analyst – Transportation
UBS– New York, NY
Are you gifted at assessing value and risk? Do you have a strong interest in analyzing companies? We’re looking for someone like that who can:
- work closely with Transportation team in a variety of different roles
- assist in the construction, accuracy and maintenance of detailed company specific financial models
- draft individual company and sector-wide research reports for distribution to the UBS sales force, as well as clients
- analyze industry data to describe current and long-term trends
- provide investment recommendations based on earnings projections, valuation and risk assessment
- conduct extensive valuation analysis on stocks in the Financials sector
- create exhibits and presentations for sales and clients
- update and maintain analyst marketing presentations
- communicate with both institutional clients and internal clients to convey investment recommendations and ideas
Your Career Comeback
We are open to applications from career returners. Find out more about our program on ubs.com/careercomeback.
Your team
You’ll be working in the Global Research – Transportation team in New York, NY. Your role will work in partnership with the Lead Analyst and team to perform equity research and analysis of publicly traded companies. We help our clients identify and access the investments that match their specific objectives.
Your expertise
- Bachelor’s degree or international equivalent in Finance, Economics or Accounting
- experience in the evaluating companies
- top-notch customer service focus and attitude for clients
- the ability to perform under pressure and meet time sensitive deadlines
- a good handle on accounting, including reviewing and interpreting annual reports and financial statements
- solid know-how of Microsoft Excel
- an excellent communicator, able to educate through the creation of innovative models, reports and presentations
- inquisitive, organized and detail oriented
- a self-starter who thrives in a collaborative, fast-paced environment
Your colleagues
About us
Expert advice. Wealth management. Investment banking. Asset management. Retail banking in Switzerland. And all the support functions. That’s what we do. And we do it for private and institutional clients as well as corporations around the world.
We are about 60,000 employees in all major financial centers, in more than 50 countries. Do you want to be one of us?
Equity Research Associate – Consumer Products
Jefferies & Company, Inc.– New York, NY 10022 (Midtown area)
Jefferies is seeking an equity research associate to support the Consumer Staples team in New York.
Responsibilities will include:
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Conducting proprietary research evaluating the competitive landscape, analyzing industry news and company filings, attending conferences, and speaking with key opinion leaders
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Building and maintaining financial models
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Writing research reports for initiations of coverage, analysis of data, and industry/company news
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Conceiving and executing on differentiated project ideas
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Interfacing with company management teams, internal sales and trading personnel, and institutional investors
Qualifications
- 0-4 years of experience
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Good attitude / willing to work hard
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Bright, good financial acumen, comfortable with numbers
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Oriented toward financial markets
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Very attentive to detail
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Proficiency in written/verbal communication, and in building financial models utilizing excel
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Motivated, hard-working, team player
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Consumer or Healthcare experience an advantage but not essential
Overview:
Reporting to the Head of Research, the Equity Research Associate supports the Equity Team in maintaining and updating recurring reports, content production for relationship managers and clients, and stock, industry, and macroeconomic research. Role responsibilities will be similar to sell-side research associate positions, with a career path towards equity analyst, and longer-term portfolio management or relationship management as a wealth advisor.
Boston Private’s Wealth Management business is an SEC Registered Investment Adviser providing comprehensive wealth management and investment advisory services to high-net worth individuals, families, foundations, and institutions.
Responsibilities:
- Update and improve weekly, monthly, and quarterly reports.
- Maintain records and documentation of research.
- Write notes for review by the Equity Team prior to internal and external distribution.
- Respond to and/or meet with Relationship Managers, Business Development Officers and Wealth Strategists to provide market insights and analysis in support of outstanding client service.
- Contribute individually and as part of a team to a defined investment decision making process by conducting research on individual stocks, sectors, and macroeconomics. Portfolio Managers and other team members will provide mentorship and guidance in research and analysis.
- Attend analyst meetings and meetings with management teams.
- Comply with all industry rules, regulations and firm policies. Maintain a current knowledge of all internal processes.
- Other duties as assigned.
Qualifications:
- Innately curious and passionate about improving decision making, with a strong desire to build a solid foundation for a long-term career in financial analysis and making investment decisions to help clients preserve and build financial security.
- Excellent written and verbal communication skills. Ability to present ideas in a concise and compelling manner.
- Proficient and willingness to learn efficient use of PowerPoint, Excel, Word, and Outlook.
- Bachelor’s degree required.
- 0-5 years work experience.
- Desire or progress completing the Certified Financial Analyst (CFA) designation preferred.