CareerPlan

Equity Research – Associate, Fintech & Payments (New York)

New York, New York, United States of AmericaFull-time$150k–$200k2026-08-21 → 2026-10-24

Core

Conduct equity research on Fintech & Payments companies, building financial models, analyzing data, and producing investment recommendations.

Role type

Associate-level Equity Research Analyst

Builds

Equity research notes, financial models, and industry reports

Domain

Financial Services / Fintech & Payments

Required skills

Financial modeling, Accounting, Economics, Financial analysis, Industry research, Investor relations, Report writing, Excel, PowerPoint

Preferred skills

Python, CFA

Responsibilities

Create and maintain financial and industry models; Assist in writing research reports for initiations and earnings analysis; Monitor industry news and analyze implications; Develop relationships with investor relations personnel; Conduct industry diligence through surveys and expert calls; Support internal sales and trading teams with sector analysis; Engage with institutional investors.

Seniority

Associate, hands-on IC