UBS India | HOLT Production & Model Research Analyst

Responsibilities

• We are looking for a highly motivated HOLT Production and Model Research Analyst to join our team.
• Working at the intersection of production operations, model research, HOLT sector specialists, and IT, the role supports daily platform operations, drives issue resolution with internal and external partners, contributes to model and workflow enhancements, and helps maintain the high standards of quality and governance that underpin the HOLT franchise.
• This role offers a unique opportunity to combine financial analysis, data quality management, valuation expertise, and technology-driven process improvement within one of UBS's flagship research and analytics platforms.
• Oversee daily and weekly HOLT production processes, ensuring the accuracy, completeness, and timely delivery of HOLT’s analytical outputs.
• Monitor and resolve data quality, vendor, corporate action, and production issues, escalating material risks where appropriate.
• Analyze and implement corporate actions within HOLT's data and valuation models.
• Maintain the HOLT Security Master and ensure consistency across internal systems and external data providers.
• Serve as a key contact for data quality and coverage queries, partnering with vendors and internal stakeholders to drive resolution.
• Develop expertise in the HOLT valuation framework and support data and model queries for research, sales, and client-facing teams.
• Participate in model research and support product, model, and workflow enhancements, including testing, documentation, and production releases.
• Identify opportunities to improve processes through automation and responsible use of AI-enabled tools.
• Support governance, audit, compliance, and risk management activities, maintaining procedures, controls, and audit trails.

Requirements

• Understanding of financial statements and equity valuation methodologies.
• Strong Excel skills; experience with SQL, Python, DataBricks or similar analytical tools.
• Excellent analytical and problem-solving capabilities with strong attention to detail.
• Ability to manage competing priorities and operate effectively in a deadline-driven environment.
• Strong communication and stakeholder management skills. Collaborative and able to bridge business, research and technology teams.
• Familiarity with financial market data, corporate actions, and AI productivity tools is a plus.
• CFA progress or relevant professional qualifications are an advantage.

UBS

UBS is a global wealth manager and the leading universal bank in Switzerland, which also provides diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, the group is present in more than 50 markets around the world.

In India, UBS employs more than 15,000 people in Mumbai, Pune and Hyderabad. Alongside its client-facing businesses, large Group Functions teams there handle financial accounting and cost controlling, financial and regulatory reporting, capital reporting, treasury, valuations and product control, risk control and compliance for the wider group. UBS also runs India internship programmes for CA, CMA and CS students, and CA, CMA, CFA and MBA (Finance) profiles are common in its finance and risk roles.

• Industry: Global wealth management, banking and asset management
• Headquarters: Zurich, Switzerland (UBS Group AG)
• In India: A team of more than 15,000 people across Mumbai, Pune and Hyderabad, working across wealth management, investment banking, brokerage services and research, and in the group's finance, risk, compliance, operations and technology functions