Equity Analyst

Job Reference #
330609BR

Job Type
Full Time

Your role
The role of the Equity Analyst is primarily to support the Head Equities in the research, selection and

management of the direct equity portfolios, which form an important component of the discretionary

mandate business. This will involve identifying strategy opportunities, conducting deep dive company

analysis and portfolio construction.

You will ensure portfolios are aligned to strategy and contribute to the strong performance of the

mandates. You will provide insights with respect to companies listed on the ASX. You will acquire good

knowledge of market conditions, drivers and the different asset classes to understand how the Australian

equity portfolio interacts with other parts of a multi-asset class solution.

You will also contribute to trade modelling across the multi-asset portfolios to ensure alignment with the

UBS House View with respect to instrument selection and TAA.

Your team
The Australian Discretionary Portfolio Management team sits within CIO Global Investment Management

and manages portfolios on a discretionary basis for private clients, including High and Ultra-High Net-

Worth Individuals, not for profits and small to medium institutions. Our Portfolio Management services

combine local expertise with our access to global research, global products and global expertise to deliver

quality wealth management solutions.

Your expertise
Experience analyzing companies and recommending portfolio positions

• Strong quantitative ability
• Ability to collaborate with internal stakeholders across a large number of different teams, as well

as work independently

• Ability to thrive in a high-pressure environment and prioritize various tasks
• High levels of initiative, strong willingness to collaborate and assist the investment team in

delivering the highest possible levels of standards for the benefit of client portfolios

• Excellent written and oral communication skills
• Good attention to detail and analytical skills
• University degree in finance, economics, econometrics, maths, or related discipline
• Genuine interest and curiosity in financial markets and portfolio management, in particular fixed

income markets

About Us
UBS is the world's largest and the only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors.

We have a presence in all major financial centers in more than 50 countries.

How We Hire
We may request you to complete one or more assessments during the application process. Learn more

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.

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.

Your Career Comeback
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