US Payments, Processors, & FinTech Associate

UBS; New York (NY); On-site; USD 138,000 - 160,000; Full time

Job summary

UBS is seeking a Research - Americas Equity analyst in New York, NY to conduct analysis and build financial models for Payments, Processors, and FinTech securities. The role involves communicating investment theses to clients and attending investor events, while performing due diligence for potential banking transactions.

You’ll work in the Global Research team, collaborating closely with a Lead Analyst and others to evaluate publicly traded companies and develop actionable research reports.

Qualifications

• Bachelor's degree in Finance/Economics/Accounting; MBA preferred
• Experience evaluating companies is a plus
• Strong client engagement focus and service mindset
• Ability to work under pressure and meet deadlines
• Accounting literacy and ability to read annual reports
• Proficient in Microsoft Excel; programming knowledge is a plus
• Clear communicator; educate with models and reports
• Inquisitive, organized, and detail-oriented
• Self-starter; thrives in a fast-paced, collaborative environment; AI awareness

Responsibilities

• Conduct analysis and provide financial insights for select Payments, Processors, & FinTech securities; author research reports on covered companies.
• Build and maintain financial models to track and value companies; prepare reports with overview, analysis and valuation.
• Communicate investment theses to clients and institutional sales; attend industry and investor events.
• Perform due diligence for potential banking transactions and IPOs/follow-ons.

Skills

Equity research

Financial modeling

Excel

Valuation

Communication

Attention to detail

Education

Bachelor's degree in Finance/Economics/Accounting

MBA preferred

Tools

Excel

Programming languages

Job description

Key Responsibilities

We’re looking for Research - Americas Equity to:

• Conduct analysis and provide financial insights for select Payments, Processors, & FinTech securities to aid in making solid investment decisions. Author research reports on covered companies to communicate investment theses and opine on news flow events.
• Build and maintain financial models to track and value companies. Prepare research reports that include company overview, competitive analysis, valuation, and other relevant information based on quantitative and fundamental factors.
• Communicate investment theses to clients and institutional sales. Attend industry and investor events.
• Perform due diligence for potential banking transactions and companies (IPO’s and follow-ons).

Job Type

Full Time

Job Reference #

343524BR

City

New York, San Francisco

Key Responsibilities

We’re looking for Research - Americas Equity to:

• Conduct analysis and provide financial insights for select Payments, Processors, & FinTech securities to aid in making solid investment decisions. Author research reports on covered companies to communicate investment theses and opine on news flow events.
• Build and maintain financial models to track and value companies. Prepare research reports that include company overview, competitive analysis, valuation, and other relevant information based on quantitative and fundamental factors.
• Communicate investment theses to clients and institutional sales. Attend industry and investor events.
• Perform due diligence for potential banking transactions and companies (IPO’s and follow-ons).

The team

You’ll be working in the Global Research team in New York, NY. Your role will work in partnership with a Lead Analyst and team to perform equity research and analysis of publicly traded companies

Diversity helps us grow, together. That’s why we are committed to fostering and advancing diversity, equity, and inclusion. It strengthens our business and brings value to our clients.

Your Skills And Experience

• Bachelor's degree or international equivalent in Finance, Economics or Accounting, MBA preferred but not essential
• Experience in the evaluation of companies an advantage
• Top-notch customer service focus and attitude for client engagement
• The ability to perform under pressure and meet time sensitive deadlines
• A good handle on accounting, including reviewing and interpreting annual reports and financial statements also an advantage although training will be provided on the job
• Solid know-how of Microsoft Excel, and understanding other programming languages an advantage
• An excellent communicator, able to educate through the creation of innovative models, reports and presentations
• Inquisitive, organized and detail-oriented
• A self-starter who thrives in a collaborative, fast-paced environmentYou’re curious to explore how AI can improve how we build, deliver and optimize workflows. You do this with sound judgment – validating outputs and aligning with policies, risk standards and ethical use.

The Ideal candidate would have either investment banking and/or buyside experience.

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.

Salary information

The indicative gross base salary range as a full-time equivalent role:

• United States - New York - New York min USD 137500 - max USD 160000
• United States - California - San Francisco min USD 137500 - max USD 160000 /annum

The expected salary for this role will be determined by relevant factors which may include but are not limited to, role-required experience, qualifications, education, location and skill level. UBS offers a range of competitive benefits and for further information, please visit ubs.com/employee-benefits. We may, at our sole discretion, provide additional variable compensation or awards.

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 flexible 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.

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.