Equity Research Senior Associate - Industrial Technology

Jefferies
New York
Workplace: OnsiteFull timeUSD 135,000 - 165,000 annuallyFunction: Capital Markets, Trading & QuantExperience: 2+ yearsEducation: bachelorsSkills: ["Written communication","Verbal communication","Analytical thinking"]

Support equity coverage of advanced industrials and industrial technology, with a focus on automation and robotics, electrification, precision technologies, photonics, and power infrastructure. Build and maintain detailed financial and operating models, analyze industry developments and technology adoption, and track catalysts through filings, earnings, and primary research. Conduct channel checks, produce earnings notes and thematic research, and partner with sales and trading to communicate investment views to clients.

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FursaFursa
Jefferies
Jefferies
2 months ago

Equity Research Senior Associate - Industrial Technology

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Last checked: 16 hours agoStatus: Live

Job Summary

Support equity coverage of advanced industrials and industrial technology, with a focus on automation and robotics, electrification, precision technologies, photonics, and power infrastructure. Build and maintain detailed financial and operating models, analyze industry developments and technology adoption, and track catalysts through filings, earnings, and primary research. Conduct channel checks, produce earnings notes and thematic research, and partner with sales and trading to communicate investment views to clients.
Location: New York
Workplace: Onsite
Employment Type: Full time
Job Function: Capital Markets, Trading & Quant
Seniority: Mid level

Key Responsibilities

  • •Develop and maintain financial and operating models using key industrial end-market drivers such as automation, manufacturing activity, electrification, automotive production, electronics demand, and capital spending trends.
  • •Analyze industry developments, competitive dynamics, and technology adoption trends to identify investment opportunities and risks.
  • •Track company-specific catalysts through earnings reports, regulatory filings, investor communications, industry events, and primary research.
  • •Conduct channel checks and engage with industry participants and subject matter experts to assess demand trends and competitive positioning.
  • •Author first-look earnings notes and thematic research and support client inquiries in collaboration with sales and trading.

Pay and Benefits

Salary: USD 135,000 - 165,000 annually
Perks:Health InsuranceDentalVision401kLife InsuranceDisability InsurancePaid LeaveParental Leave

Key Requirements

  • •2+ years of experience covering industrials/industrial technology, automation, semiconductors, electronics, automotive technology, or adjacent sectors in sell-side research, buy-side investing, investment banking, or consulting.
  • •Knowledge of industrial technologies and business models, including automation & robotics, machine vision, precision instrumentation, power electronics, photonics, thermal management, and industrial software/digitization trends.
  • •Ability to assess technology adoption and competitive positioning, including product differentiation, market share opportunities, and long-term industry trends.
  • •Experience analyzing industry data and leading indicators such as industrial production, PMI, automotive production, electronics demand, and capital spending trends.
  • •Advanced Excel modeling skills and strong written and verbal communication skills to translate technical concepts into investment insights.
Experience:2+ yearsSell-side researchBuy-side investingInvestment bankingConsulting
Education:Bachelor's
Skills:Written communicationVerbal communicationAnalytical thinking
Certifications:CFAFINRA Series 63FINRA Series 86FINRA Series 87
Tech Stack:ExcelFactSetBloomberg

Company Brief

Jefferies
Global investment banking and capital markets firm providing advisory, underwriting, trading, research, and asset management services to corporations, governments, and institutional investors.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: New York, United States
Founded: 1962
WebsiteLinkedIn