Equity Research Analyst

• Technology
  United States
• Illinois
  Equities
  Asset Management
  Job Reference #
  342489BR
  City
  Chicago
  Job Type
  Full Time
  Key responsibilities
  Do you want to use your fundamental equity market expertise and portfolio management knowledge to help manage portfolios and identify new investment opportunities?

Do you enjoy uncovering what really drives value in technology businesses? Can you turn deep analysis into clear investment views that shape portfolios?

We're looking for an Equity Research Analyst

• Technology, to:
  
• generate differentiated bottom-up investment ideas across the technology sector (e.g., software, semiconductors, internet, IT services, digital platforms, AI and emerging technologies) for our client portfolios
  
• conduct proprietary research through management meetings, industry expert calls, conferences, product analysis, channel checks, filings, and data analysis to formulate differentiated insights and high-conviction investment views
  
• build and maintain detailed financial and valuation models, incorporating key technology-specific drivers such as revenue growth, margin expansion, product adoption, recurring revenue trends, andpetitive dynamics
  
• translate detailed fundamental analysis into clear investment rmendations that support portfolio decisions
  
• partner closely with portfolio managers to move ideas from research into our portfolios
  
• assess industry trends, technological disruption,petitive positioning, and long-term growth opportunities to developprehensive investment rmendations and risk assessments
  
• municate insights clearly and succinctly through written notes and presentations to colleagues and clients
  The team
  You'll join our global equity team and will be based in either London, New York, or Chicago.

Our investment philosophy is focused on identifying high-conviction ideas based on a rigorous assessment ofpanies' long-term intrinsic value. You will be working within a team of sector specialists who develop deep domain expertise while sharing insights across regions and strategies. We have a collaborative culture built on disciplined valuation, independent thinking, and constructive debate.

Your skills and experience

• ideally 7+ years of equity research, buy-side, or sell-side experience, with direct coverage of technologypanies
  
• strong understanding of software, semiconductors, internet, IT services, digital platforms, cloudputing, AI, and/or emerging technology business models
  
• advanced accounting, valuation, and financial modeling capabilities, including experience analyzing technology-specific metrics such as ARR, revenue retention, unit economics, user engagement, and operating leverage
  
• demonstrated ability to originate, structure, and defend investment ideas supported by rigorous analysis
  
• strong understanding of technology industry trends,petitive dynamics, innovation cycles, and disruptive business models
  
• strong academic credentials in finance, economics, engineering,puter science, or a related field; MBA or CFA preferred
  
• experience turningplex analysis into well-supported investment rmendations
  
• ability tomunicate investment views clearly both in writing and in discussion
  
• critical thinker and self-starter, with a focus on detail and quality of oues
  
• fortable working closely with others while progressing work independently
  
• you're curious to explore how AI can improve how we build, deliver, and optimize workflows.

You do this with sound judgment, validating outputs and aligning with policies, risk standards, and ethical use

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/careers.

Salary information

The indicative gross base salary range as a full-time equivalent role:

• United States
• Illinois
• Chicago min

USD 170000

• max

USD 225000

/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 ofpetitive benefits and for further information, please visit ubs/employee-benefits. We may, at our sole discretion, provide additional variablepensation 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, wver 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'remitted to disability inclusion and if you need reasonable amodation/adjustments throughout our recruitment process, you can always contact us.

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.