Candidates must hold a STEM undergraduate degree and an MBA or equivalent experience. You will perform quantitative analysis, build financial models, and author in-depth research reports while acting as the team's COO to manage workflow. You will work one-on-one with a Senior Analyst to develop industry expertise. This hybrid role offers an annual discretionary bonus and a comprehensive benefits package.
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Bernstein Senior Research Associate - US Payments, Processors and IT Services
Corporate & Investment banking
Permanent contract
New York, New York, United States
Hybrid
Salary from $150,000 to $180,000
Reference 26000DQV
Start date 2026/08/17
Publication date 2026/06/15
Responsibilities
We are looking for a Senior Research Associate to join Bernstein’s premier Equity Research team covering US Payments, Processors and IT Services (e.g. Mastercard, PayPal, Block, Visa, Toast, Adyen, Klarna). 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.
As a Senior Research Associate, you will:
Become an industry expert working one-on-one with a Senior Analyst who has 15 years of prior industry experience
Become highly proficient at in-depth analysis of your companies, stocks, and industry themes
Author highly differentiated written research that is famous for its deep industry insights and quantitative frameworks
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 managements of your companies
Act as team COO and actively manage your franchise’s workflow
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 for 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. Actual base salary offer will vary based on skills and experience.
Profile required
For our Senior Research Associate roles, we look for candidates with thought leadership, intellectual breadth, quantitative rigor and a differentiated approach to solving problems. We carefully consider your academic background as well as any prior work experience for evidence of the following:
Basic Qualifications
Relentless intellectual curiosity and an aptitude for solving complex problems
Organic leadership and an entrepreneurial mindset
Demonstrated outstanding verbal and written communication skills
Strong quantitative skills and ability to work with data sets, including STEM undergraduate degrees
Best-in-class broad-based analytical skills
Willingness to own work and maintain accountability
Collaborative, team-player attitude
MBA or equivalent experience
Preferred Qualifications
Expertise or an interest in tech, payments, and fintech.
Experience analyzing public companies
Demonstrated experience working with clients in a professional service environment
We provide an intellectually challenging but supportive environment and look for leaders who are happy to collaborate and pitch in wherever needed. Our Associate positions have historically been excellent platforms for internal advancement to Vice President and Senior Analyst roles; we also have many Associates go on to successful investing careers with 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.
On April 1, 2024, AllianceBernstein and Societe Generale announced the official launch of Bernstein, a new joint venture expanding our global cash equities and equity research business. Clients now have unparalleled equity liquidity access and a full range of integrated services, leveraging Bernstein’s cash equities and research capabilities and Societe Generale’s equity derivatives, prime services and equity capital markets offering.
Diversity and Inclusion
Societe Generale is an equal opportunity employer, and we are proud to make diversity a strength for our company. We are committed to recognizing and promoting the talents and achievements of our employees and staff, regardless of race, religion, color, national origin, sex, disability, age, gender, sexual orientation, and any other characteristic or status protected under applicable law.
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Bernstein Senior Research Associate - US Payments, Processors and IT Services Permanent contract New York, New York, United States Hybrid Salary from $150,000 to $180,000
