Associate Director, Research Analyst - Hartford, United States - UBS

UBS
UBS
Verified Company
Hartford, United States

3 weeks ago

Mark Lane

Posted by:

Mark Lane

beBee recruiter
Description
United States - Connecticut

  • Management Group
  • Asset Management

Job Reference #

BR

City

  • Hartford

Job Type

  • Full Time

Your role

  • Are you an innovative thinker? Are you focused on the details, even when under pressure? Do you enjoy delivering enhanced change capabilities across a range of business functions?
  • We're looking for an Associate Director, Research Analyst to:
  • Profile food and agriculture investment themes and approaches and take a leading role in research and analysis on prospective investments.
  • Lead and oversee key functions of domestic and crossborder transactions including financial modeling, investor presentations, due diligence frameworks (financial, legal, operations, insurance, benefits, IT, and HR), and lender presentations.
  • Coordinate the execution of investment transactions across all parties involved (e.g. legal counsel, thirdparty diligence providers, investors, internal operations, and portfolio company management).
  • Assist in negotiations with potential partners including but not limited to letters of intent, purchase agreements, credit agreements, and executive employment agreements.
  • Collaborate with food and agriculture business leadership and contribute to the development of investment strategy and planning of business segments by incorporating institutional client characteristics, current market conditions, market trends, economic projections and expected returns.
  • Develop trustbased counseling relationships with portfolio executives and senior leadership.
  • Monitor performance and risk profile of existing portfolio investments.
  • Support portfolio management efforts in U.S. farmland.
  • Prepare and present deal information by stage to the investment committee.
  • Create and maintain deal flow databases by identifying potential targets and preparing company specific due diligence reports and analysis.
  • Produce qualifying investment opportunities and provide rolling updates.
  • Mentor and train analysts and associates in developing financial and valuation models.
  • Conduct research on capital market dynamics, provide appropriate information for disclosure, and keep track of policies and regulatory compliances.
  • Engage, prepare and participate in portfolio board meetings.
  • Ensure the maintenance of ongoing relationships with partners.
  • Prepare and review investment memos, term sheets, letters of intent and present investment opportunities/findings to the food and agriculture and broader real estate and private markets team and investors.
  • Respond to investor due diligence questionnaires and other adhoc requests (dependent on active deal opportunities).

Your Career Comeback

Your team

  • Diversity helps us grow, together. That's why we are committed to fostering and advancing diversity, equity, and inclusion. It strengthens our business and brings value to our clients.
  • You'll be working in the Asset Management team in Hartford, Connecticut.

Your expertise

  • Education & Experience Requirement
  • This position requires a Master's degree or foreign equivalent in Business Administration, Finance, Economics or a related field plus six (6) years of experience in the job offered or six (6) years of experience as an Investment Analyst, New Business Development Consultant, or a related occupation.

Position requires experience with:

  • Excel macros;
- statistical modeling and forecasting;
- financial and valuation modeling;
- portfolio management;
- accounting, finance, and capital structures;
- investment analysis;
- investor relations;
- agribusiness;
- business planning; and
- due diligence reports and analysis

  • LI-DNI

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.

Join us

  • At UBS, we embrace flexible ways of working when the role permits. We offer different working arrangements like parttime, jobsharing and hybrid (office and home) working. Our purposeled culture and global infrastructure help us connect, collaborate, and work together in agile ways to meet all our business needs.
  • From gaining new experiences in different roles to acquiring fresh knowledge and skills, we know that great work is never done alone. We know that it's our people, with their unique backgrounds, skills, experience levels and interests, who drive our ongoing success. Together we're more than ourselves. Ready to be part of #teamUBS and make an impact?

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.
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