UBS Group AG is seeking a Director, Research Americas Equity US Software Analyst to join our team in New York, NY. You will be responsible for conducting in-depth analysis and providing financial insights for select software securities, delivering the research that underpins sound investment decisions for our clients.
What You'll Do
- Conduct analysis and provide financial insights for select software securities to aid in making solid investment decisions.
- Prepare comprehensive research reports that include company overviews, competitive analysis, valuation, and other relevant information based on quantitative and fundamental factors.
- Author research reports on covered companies to communicate investment theses and opine on news flow events.
- Build and maintain detailed financial models to track and value companies.
- Communicate investment theses directly to clients and institutional sales.
- Attend industry and investor events.
- Perform due diligence for potential banking transactions including IPOs and follow-ons.
What We're Looking For
- A Bachelor’s degree or foreign equivalent in Business Administration, Finance, Accounting, or a related field plus five (5) years of experience in the job offered or as a Financial Quantitative Analyst, Senior Analyst, Equity Research Associate, Consultant, or a related occupation.
- Proven experience covering software stocks.
- Experience building and maintaining full financial models in Excel with integrated P&L, balance sheet, and cash flow statements.
- Experience constructing investment theses on companies, factoring in valuation, catalysts, risk-reward, and sentiment.
- Experience with sell side or buy side software analysis.
- Experience analyzing 3rd party data.
- Experience presenting to and communicating with Software C-suite executives including CEO, CFO, CMO, and CSO.
- Experience liaising with software key opinion leaders.
- Experience with financial modeling and quantitative analysis.
Team & Environment
You’ll be working in the Research Americas Equity team in New York, NY.
Benefits & Compensation
- Annual salary range: $225,000 to $250,000.
Work Mode
This role follows a hybrid work model and is located in New York, NY.
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.
