Investment Specialist - Equities (Aerospace & Defence) — Union Bancaire Privée
- Location
- Geneva, Switzerland
- Contract
- full-time
- Posted
- 13 days ago
Role overview
Mission
We are seeking a highly analytical and detail-oriented Equity Analyst to join the Investment Specialist team.
The successful candidate will be responsible for conducting in-depth financial analysis of publicly traded companies in specific sectors (Industrials, Aerospace & Defence), evaluating investment opportunities, building financial models, and providing actionable insights to support portfolio management and investment decisions to Wealth Management teams (DPM, Private Banking).
- Mission
- We are seeking a highly analytical and detail-oriented Equity Analyst to join the Investment Specialist team.
- Main responsibilities Company and Industry Research
- Conduct thorough fundamental research on assigned companies and sectors across US and Europe.
- Excellent academic record with a relevant Master's degree from a top-tier university and CFA
- 5–10 years of experience covering the Industrials and Aerospace & Defence sectors, with a strong understanding of key value drivers and industry dynamics.
Main responsibilities
- Main responsibilities Company and Industry Research
- Conduct thorough fundamental research on assigned companies and sectors across US and Europe.
- Analyze business models, industry dynamics, competitive positioning, and management quality.
- Maintain ongoing coverage of ~40-50 companies (Buy, Hold, Sell ratings), updating investment theses and valuations as new data becomes available.
- Build and maintain financial models forecasting key financial metrics, evaluate capital structure and costs as well as balance sheet health. Investment Recommendation and Reporting
- Prepare investment reports (equity factsheets, updated quarterly), internal and external presentations summarizing sector views, valuation conclusions, and single line recommendations.
- Support senior portfolio managers (DPM) in developing investment strategies and identifying high-conviction opportunities.
- Communicate investment views clearly and concisely to internal stakeholders (private bankers, investment advisors) or clients through written reports, slide decks, or verbal presentations.
- Market and Portfolio Monitoring & Management
- Assist in portfolio monitoring, identifying risks or catalysts that could affect portfolio performance (DPM Equity portfolios).
Key requirements
- Excellent academic record with a relevant Master's degree from a top-tier university and CFA
- 5–10 years of experience covering the Industrials and Aerospace & Defence sectors, with a strong understanding of key value drivers and industry dynamics.
- Strong ability to conduct company and industry research.
- Strong analytical and financial modelling skills.
- Excellent written and verbal communication skills.
- Ability to present investment ideas clearly and confidently to internal stakeholders and Clients.
- Strong interpersonal skills and the ability to work effectively as part of a team.
- Proactive, self-motivated, and results-oriented, with the ability to work independently.
Company and context
- Strong organizational skills and attention to detail. Fluent in English;
- French is an asset.
- Core Competencies : Adherence to the company’s values: Dedication, Conviction, Agility and Responsibility
- Compliance with regulations and internal directives
Additional details
- Main responsibilities Company and Industry Research
- Build and maintain financial models forecasting key financial metrics, evaluate capital structure and costs as well as balance sheet health. Investment Recommendation and Reporting
- Manage dedicated thematic equity certificates, produce performance reports and maintain dedicated presentations. Collaboration and Cross-Functional Work
- Strong organizational skills and attention to detail.
Notes and original content
- Main responsibilities
- Company and Industry Research
- Build and maintain financial models forecasting key financial metrics, evaluate capital structure and costs as well as balance sheet health.
- Investment Recommendation and Reporting
- Manage dedicated thematic equity certificates, produce performance reports and maintain dedicated presentations.
- Collaboration and Cross-Functional Work
- Your Profile
- Fluent in English;
Questions about this listing
What salary does Union Bancaire Privée offer for this role?
Union Bancaire Privée lists CHF 60'500 - 91'500 gross per year for this position in Geneva, Switzerland. This is the salary published in the original listing (or, when the employer omits a figure, a realistic estimate for the role and sector) — the calculator on this site converts it to your actual net take-home once cross-border tax and social contributions are applied.
Is this a full-time role, and what type of contract does Union Bancaire Privée offer?
This listing is a full-time position. The contract type shown here comes directly from the employer's original posting; always confirm exact hours, notice period and probation length with Union Bancaire Privée during the application process, since these details can vary by role even within the same contract category.
Do I need a cross-border work permit for a role in Geneva?
EU/EFTA residents living in the border zone of the country adjoining Canton Geneva can apply for a G permit; the Swiss employer files it with that canton's migration office after the contract is signed. Border-zone rules and processing times vary by neighbouring country and canton, so confirm the specifics with Geneva's cantonal migration office or with HR during the application.
How do I apply for this position at Union Bancaire Privée?
Use the "Apply now" button on this page — it links directly to Union Bancaire Privée's original listing at iaadtu.fa.ocs.oraclecloud.eu, so your application goes straight to the employer's own applicant-tracking system. Frontaliere Ticino does not collect or forward applications itself.
