Insurance & Capital markets lead analyst
India
Research
Investment Bank
Job Reference #
345464BR
City
Mumbai
Job Type
Full Time
Key responsibilities
We’re looking for an India Insurance & Capital Markets Analyst to:
- convert industry knowledge into actionable investment ideas
- build and maintain financial models to evaluate historical information and generate forecasts
- provide investment recommendations based on modelling, valuation and risk assessments
- remain current on market developments to help frame investment strategies
Your Career Comeback We are open to applications from career returners. Find out more about our program on ubs.com/careercomeback.
The team
You’ll be working in the UBS India Research team based out of Mumbai. You’ll play an important role in analyzing industry dynamics and providing investment recommendations to institutional equity clients. The team works hard to make sure our clients listen to differentiated industry themes ,and stock ideas generated by us.
Your skills and experience
8-12 years of experience as Financial Analyst with over 5 years covering Insurance and Capital Markets as lead analyst.
Broker votes from large domestic and foreign institutional investors
Strong understanding of financial statements, annual reports and company disclosures.
Demonstrated experience building and maintaining financial forecasting and valuation models.
Strong knowledge of fundamental valuation methodologies and company analysis.
Understanding of the insurance sector and its key financial, operational and regulatory drivers.
Excellent written communication skills, with the ability to translate complex financial information into clear research conclusions.
Strong verbal communication and presentation skills, with the confidence to articulate fundamental views clearly.
Strong analytical ability, intellectual curiosity and attention to detail.
Well-organized,
proactive and capable of working independently while operating effectively within a collaborative global team.
Ability to develop and maintain effective relationships with stakeholders
Preferred Qualifications
Bachelor's degree or equivalent qualification in Finance, Economics, Accounting, Business or a related discipline.
Relevant postgraduate or professional qualifications, such as an MBA, CFA or equivalent, would be advantageous.
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.
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 versatile 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.
Contact 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.
Insurance & Capital markets lead analyst | UBS - Experienced professionals - job boards
📌 Insurance & Capital markets lead analyst (Mumbai)
🏢 UBS
📍 Mumbai