HOLT Model Development Analyst

Your role

• Conduct empirical and academic style research to further develop the HOLT systematic equity valuation model and downstream analytics
• Analyze company life cycle dynamics, including growth, profitability, and competitive dynamics
• Develop new quantitative scorecards, frameworks and datasets for client use
• Research and enhance methodologies including cash flow forecasting, alternative scenarios, and the interaction between company fundamentals, valuation, and market environments
• Assist in designing, testing and validating enhancements to the framework using HOLT’s financial dataset spanning back to the 1950’s
• Contribute to published written research and internal documentation communicating findings and investment implications
• Assist with model governance and monitoring of model output
• Enhance the use of macroeconomic and alternative data within the framework
• Develop reproducible research workflows with strong documentation and coding practices
• Operate as a research partner to Model Technology and IT, providing direction on analytical design, and implementation priorities

Job Type

Full Time

Job Reference #

338555BR

City

Chicago

Your team

You’ll be working on the HOLT Model team within Equity Research in Chicago. UBS HOLT is the industry leader in understanding the corporate performance and valuation of equities with a strong client franchise and brand recognition across major institutional investors, hedge funds and wealth managers.

Your expertise

• 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.
• BS or MS in Accounting, Finance, Economics, Engineering, Mathematics, or other quantitative field.
• ideally 1-5 years of relevant experience
• Strong quantitative and analytical skills with experience analyzing large datasets
• Understanding of financial statements, company valuation and equity markets
• Experience with R, SQL, or Python
• Familiarity with Databricks and Spark is a plus
• Experience with statistical analysis, forecasting techniques, or financial data modeling is a plus
• Excellent written and verbal communication skills with interest in publication of long-form research papers
• Self-motivated and team-oriented

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.com/careers.

Salary information

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

• United States - Illinois - Chicago min USD 145000 - max USD 172500 /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 of competitive benefits and for further information, please visit ubs.com/employee-benefits. We may, at our sole discretion, provide additional variable compensation 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, 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.