Bernstein Senior Research Associate - US SMID-Cap Software

Societe Generale SA; New York (NY); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

Flexible work schedule

401(k) plan with company match

Medical/Dental/Vision coverage

Mentoring and Associate leadership

Job summary

Bernstein seeks a Senior Research Associate to join the US SMID-Cap Software team in New York. You will engage in in-depth fundamental analysis, build forward-looking models, and develop industry expertise while mentoring by a veteran analyst.

You will author differentiated research and cultivate relationships across investing communities and clients, with an Associate program and a strong development culture.

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.
• Bachelor’s degree plus MBA or equivalent experience.

Responsibilities

• Become an industry expert working one-on-one with a Senior Analyst who often has 10-15 years of prior industry experience in consulting and/or management roles.
• 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, including our signature Blackbook product.
• 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.

Skills

Relentless curiosity

Entrepreneurial mindset

Verbal & written communication

Quantitative skills

Analytical skills

Accountability

Collaborative / team-player

Education

Bachelor’s degree + MBA or equivalent experience

Job description

Responsibilities

We are looking for a Senior Research Associate to join our US SMID-Cap Software team in New York e.g. Palo Alto Networks, Atlassian, Datadog, GitLab, ServiceNow. 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.

Responsibilities

We are looking for a Senior Research Associate to join our US SMID-Cap Software team in New York e.g. Palo Alto Networks, Atlassian, Datadog, GitLab, ServiceNow. 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 often has 10-15 years of prior industry experience in consulting and/or management roles
• 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, including our signature Blackbook product
• 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. Base salary range does not include overtime pay, bonus and/or other benefits, where applicable. Actual base salary offer will vary based on skills and experience.

Required

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
• Bachelor’s degree plus MBA or equivalent experience

Preferred Qualifications

• Demonstrated experience accessing emerging technological advancements and their potential to disrupt traditional software markets

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.

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’sequity derivatives, prime services and equity capital markets offering.