US Payments, Processors, & FinTech Associate
UBS
New York, United States0–2 yrs2h agovia LinkedIn
This job at a glance
- Who can apply
- New grads and up to 2 years · MBA / PGDM
- Must know
- Financial modelingValuationSalesExcel
- Nice to have
- AccountingCustomer serviceFinancial analysis
- Work
- On-site in New York
- Pay
- Not stated by the employer.
- Skill demand
- Sales40%Excel34%Financial modeling1%Valuation1%of 99 similar entry-level jobs posted in the US this week
- Listed
- Nov 4, 2026 · still open
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About the Role
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).
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.
Key Responsibilities
- 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).
Requirements & Tech Stack
- Solid know-how of Microsoft Excel.
- Understanding other programming languages is an advantage.
Qualifications
- Bachelor's degree or international equivalent in Finance, Economics or Accounting.
- MBA preferred but not essential.
- Experience in the evaluation of companies is 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 is also an advantage although training will be provided on the job.
- 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 environment.
- The ideal candidate would have either investment banking and/or buyside experience.
- Curiosity to explore how AI can improve how we build, deliver and optimize workflows.
- Ability to do so with sound judgment – validating outputs and aligning with policies, risk standards and ethical use.
Salary Information
- United States - New York - New York: min USD 190,000 - max USD 225,000 /annum (full-time equivalent)