Equity Research Analyst

Analyze companies to differentiate investment theses and stock recommendations. Market views, work,
and investment perspectives to institutional investors globally. Research investments to distribute findings
to clients around the world. Build relationships with buy-side clients and the senior managements of
companies in the industry. Collaborate with global Research Analysts in researching and analyzing
industry trends. Develop perspective on strategic positioning of companies within coverage and their
prospects in the market. Perform fundamental company and financial analysis and provide market
performance and investment research coverage for companies within various industries. Drive thought
and content leadership through publication of written products and complex financial models. Define data
requirements; collect data from a wide range of publications, public findings, and databases (Bloomberg,
FactSet); and validate information by applying judgement and statistical tests and using a variety of
software tools. Interact with the Investor Relations departments of covered equity securities to deep dive
into the companies’ performance and management objectives. Prepare complex and in-depth research
reports of companies’ fundamental stick prices and recommend to investors how to trade any difference
with actual market prices. Use strong communication skills (written and verbal) to communicate complex
financial and investment research analyses to institutional investors as well as internal Sales & Trading
teams. Develop the covered sector’s investment thesis, establish ratings for covered companies, and
author differentiated fundamental research. Requires up to 25% US and international travel for client
meetings, conferences, and corporate visits. Telecommuting may be permitted up to two days per week.
When not telecommuting must report to Bernstein Institutional Services LLC, 245 Park Ave, New York,
NY 10167.

MINIMUM REQUIREMENTS: Master’s degree in Business Administration, Finance, or related field plus 3
years of professional experience as a Financial Analyst, Investment Analyst, Research Analyst, or related
occupation/position/job title involving financial analysis and accounting.
Must also have experience in the following: 3 years of professional experience applying accounting and
valuation techniques including discounted cash flow, comparable company analysis, residual income,
asset-based, and dividend discount to build investment thesis and financial models; 3 years of
professional experience interpreting company financial statements to identify company’s performance
drivers; 3 years of professional experience analyzing data sources including Bloomberg, FactSet, and
S&P market intelligence; 3 years of professional experience contributing ideas to drive research process
and written product; and 3 years of professional experience writing and presenting financial analysis
results.

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.