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Jefferies

Global investment banking and capital markets

Equity Research Associate - Strategy

Equity & Credit ResearchConfirmed live in the last 24 hours
Full-timeNew York, NY, USA$100k - $120kIn-person

About the Job

Requirements

  • A bachelor's degree in Finance, Economics, Mathematics, Statistics, Computer Science, or a related field is required.
  • One to three years of experience in equity research, investment strategy, asset management, or a related analytical role is required.
  • Strong attention to detail and the ability to manage multiple projects simultaneously are required.
  • Exceptional analytical and problem-solving skills are required.
  • Exceptional written and verbal communication skills are required.
  • A passion for financial markets, investing, and macroeconomic trends is required.
  • The ability to synthesize large amounts of information into clear and actionable investment conclusions is required.
  • Advanced proficiency in Excel and PowerPoint is required.
  • Experience working with large datasets and statistical analysis is required.
  • Programming experience in Python, R, SQL, or similar analytical tools is required.

Responsibilities

  • Build, maintain, and enhance financial models and databases that support ongoing and bespoke research needs.
  • Support the senior strategist in authoring research reports, thematic pieces, and marketing materials that communicate investment views with actionable insights to internal and external stakeholders.
  • Conduct quantitative and fundamental analysis of U.S. equity markets, sectors, styles, and factors.
  • Assist in creating charts, exhibits, and statistical analyses used in published research.
  • Monitor market developments, earnings trends, economic data releases, and investment flows.
  • Collaborate with internal teams across regions and disciplines to produce research reports.
  • Collaborate with sales and trading to communicate investment views and market themes.
  • Use proprietary, third-party, and alternative datasets to identify trends and support differentiated investment recommendations.

Desired Qualifications

  • An advanced degree or CFA is a plus.
  • Familiarity with financial data platforms such as FactSet, Bloomberg, Capital IQ, or similar resources is preferred.
  • Experience with data visualization tools is a plus.
  • FINRA licenses (Series 7, 63, 86, and 87), or the ability to obtain them upon hire, are preferred.

About the Company

Jefferies

Global investment banking and capital markets

Jefferies is a global, full-service investment banking and capital markets firm that serves investors, companies, and governments with advisory, sales and trading, research, and wealth and asset management. It provides M&A and restructuring advice, helps raise capital, trades financial instruments, covers market research, and manages investments for individuals and institutions. It stands out by offering a wide range of services under one roof through a network of more than 40 offices worldwide, giving clients broad market access and execution power. Its goal is to help clients navigate financial markets, raise capital, and grow wealth by providing practical advice, research, and execution across different geographies and asset classes.

Company size
5,001-10,000
Company stage
IPO
Headquarters
New York City, New York
Founded
1854

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