Autonomous Senior Research Associate – US Payments & FinTech

Reference 25000QEO

Responsibilities We are looking for a Senior Research Associate to join our Autonomous US Payments & Fintech team in New York. If you have a passion for research and are interested in building a long-term career in the investing world, there’s no better place to start than Bernstein. We seek candidates who love to solve problems, analyze data, and are passionate about in-depth fundamental analysis. We offer a unique opportunity to become an industry expert as you work alongside a seasoned veteran who will mentor and develop you. These roles offer a path to more senior opportunities within Bernstein and Autonomous.

As a Senior Research Associate, you will:

• Develop sector expertise in one of the most exciting public verticals in financials (payments) working one-on-one with a Senior Analyst who is a seasoned industry expert
• Become highly proficient at in-depth analysis of your companies, stocks, and industry themes
• Author written research that is famous for its deep industry insights and analytical rigor
• Become adept at financial forecasting, including building detailed forward-looking models
• Build strong relationships across the investing community including our sales and trading teams and institutional clients
• Build a network within your industry including senior management of your companies

We have an outstanding Associate program and make a strong commitment to your development. Our culture is intellectually rigorous, but it is also very collegial and fun. We have robust learning and development programs as well as annual offsite events. We offer a flexible work schedule, but our in-office environment is very active. Our Associates are highly involved in (and often lead) our firm’s cultural initiatives, ranging from health & wellness, community service, mentoring, employee resource groups, social events, and Associate leadership.

The role is eligible an annual discretionary bonus and includes a competitive benefits package including 401(k) plan with company match, Medical/Dental/Vision, and other benefits for fertility, wellness, student loans and commuters.

Qualifications Profile required For our Senior Research Associate roles, we look for evidence of thought leadership, intellectual breadth, quantitative rigor and a differentiated approach to solving problems. We look carefully at your academic background as well as any prior work experience for evidence of the following:

• Organic leadership and an entrepreneurial mindset
• Best-in-class broad-based analytical skills
• Outstanding verbal and written communication skills
• Strong quantitative skills and ability to work with data sets, including STEM undergraduate degrees
• Demonstrated ability to manage multiple tasks/projects at once
• Relentless intellectual curiosity – our signature strength
• Advanced Excel & Data Analysis Skills — Demonstrated proficiency in Excel, including the ability to efficiently manage and analyze large datasets quickly and accurately, with strong attention to detail. Must be adept at building structured, scalable, and easily refreshable models, dashboards, and analyses that enable rapid insights and can be quickly updated with new data.
• Strong grasp of financial statements, financial models and valuation methodologies
• 2+ years of experience in sell-side research, investment banking, public accounting, consulting or similar fields

Preferred Qualifications

• MBA or CFA
• Proficiency in market data tools such as Bloomberg, Pitchbook, Morningstar, VisibleAlpha etc
• Preference for candidates with existing SIE, Series 7, Series 63, Series 86 and Series 87 licenses or a subset of thereof
• Experience in sell-side Financial Services equity research strongly preferred

We provide an intellectually challenging but supportive environment and look for leaders who are also team players who can collaborate. Our Associate positions have historically been excellent platforms for internal advancement to Vice President and Senior Analyst roles. We additionally have many Associates go on to successful investing careers at our clients.

Business insight Bernstein is widely recognized as a premier global equity research and brokerage firm, with a trading platform that spans the US, Europe, and Asia. Our research and trading capabilities are sought out by leading investment managers around the world, and we have a long history of our research receiving #1 rankings for overall quality and industry knowledge.

Research is our legacy and foundation. Our brand is defined by our Blackbooks, renowned for their in-depth quantitative forecasts and unmatched industry expertise. Our Research Analysts are thought leaders who typically have many years of direct experience in the industries they cover. Our reputation is for the very highest caliber of disciplined investment and industry analysis.

In 2019 Bernstein acquired Autonomous Research, a highly regarded global financial services independent research firm. This acquisition further strengthened us as the preeminent provider of the highest-quality research to our clients worldwide.