HOLT Sector Specialist – Corporate Performance & Valuation

Job Description

HOLT Sector Specialist | UBS

The Tone:
This is a full-time role at UBS, located in New York. UBS operates as a leading and truly global wealth manager, the leading universal bank in Switzerland, providing diversified asset management and focused investment banking capabilities across more than 50 markets. This role is crucial for delivering market-leading insights and investment solutions to institutional investors, hedge funds, and wealth managers by leveraging the industry-leading UBS HOLT framework for corporate performance and valuation.

The TL;DR
• Role: Early Career
• Type: Full-time
• Location: In-person, New York, NY
• Pay: $98750–$116250 yearly
• Team: HOLT Sector Specialist team within Equity Research
• Mission: Generate and market actionable investment insights to clients by specializing in corporate performance and valuation.
• Tech Stack: Python, SQL

What You’ll Actually Do
• Investment Insights: Combine industry and market knowledge with the UBS HOLT framework to generate and market actionable investment insights to clients.
• Client Solutions: Utilize modelling, valuation, and analytical skills to provide clients with investment insights and/or idea generation.
• Framework Maintenance: Develop expertise in financial statement analysis and accounting adjustments to eliminate accounting distortions and maintain the quality of the HOLT framework.
• Client Engagement: Build and maintain a client network through client meetings and bespoke projects.

The Must-Haves
• Background: A degree in Finance or Accounting related disciplines, or holding or pursuing professional certifications such as CFA or CPA.
• Experience: Ideally 1+ year of experience in Equity Research, Public Accounting, Investment Banking, or working as a Financial Analyst.
• Skills: A strong understanding of valuation and corporate performance with excellent analytical skills, attention to detail, and the ability to communicate fundamental views articulately.
• Bonus: Experience with Python and SQL is a plus.