Equity Research Associate - Strategy

Jefferies
New York
Workplace: OnsiteFull timeUSD 100,000 - 120,000 annuallyFunction: Research & Scientific (R&D)Experience: 1-3 yearsEducation: bachelorsSkills: ["Attention to detail","Analytical thinking","Problem-solving","Communication","Multi-tasking"]

Build and enhance financial models and databases to support ongoing and bespoke equity research. Conduct quantitative and fundamental analysis across U.S. markets, sectors, styles, and factors, and monitor macro and earnings developments. Assist in authoring research reports and creating charts, exhibits, and statistical analyses for published work. Work closely with strategists, internal teams, and sales/trading to communicate and market investment views using proprietary and third-party datasets.

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FursaFursa
Jefferies
Jefferies
2 days ago

Equity Research Associate - Strategy

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Last checked: 6 hours agoStatus: Live
Reposted: similar role first listed 5 months ago

Job Summary

Build and enhance financial models and databases to support ongoing and bespoke equity research. Conduct quantitative and fundamental analysis across U.S. markets, sectors, styles, and factors, and monitor macro and earnings developments. Assist in authoring research reports and creating charts, exhibits, and statistical analyses for published work. Work closely with strategists, internal teams, and sales/trading to communicate and market investment views using proprietary and third-party datasets.
Location: New York
Workplace: Onsite
Employment Type: Full time
Job Function: Research & Scientific (R&D)
Seniority: Entry level

Key Responsibilities

  • •Build, maintain, and enhance financial models and databases supporting ongoing and bespoke research needs.
  • •Perform quantitative and fundamental analysis of U.S. equity markets, sectors, styles, and factors.
  • •Support the production of research reports, thematic pieces, and marketing materials with actionable investment insights.
  • •Create charts, exhibits, and statistical analyses used in published research.
  • •Monitor market developments, earnings trends, economic data releases, and investment flows; collaborate with teams across regions and with sales/trading to communicate investment views.

Pay and Benefits

Salary: USD 100,000 - 120,000 annually
Perks:Health InsuranceDentalVision401kLife InsuranceAccident InsuranceDisability InsuranceWellness StipendPaid Parental

Key Requirements

  • •Bachelor’s degree in Finance, Economics, Mathematics, Statistics, Computer Science, or a related field; advanced degree or CFA is a plus.
  • •1–3 years of experience in equity research, investment strategy, asset management, or a related analytical role.
  • •Strong attention to detail and the ability to manage multiple projects simultaneously.
  • •Exceptional analytical and problem-solving skills, with strong written and verbal communication abilities.
  • •Advanced proficiency in Excel and PowerPoint, plus experience working with large datasets and statistical analysis.
Experience:1-3 yearsEquity researchInvestment strategyAsset management
Education:Bachelor's
Skills:Attention to detailAnalytical thinkingProblem-solvingCommunicationMulti-tasking
Licenses:FINRA Series 7FINRA Series 63FINRA Series 86FINRA Series 87
Certifications:FINRA Series 7FINRA Series 63FINRA Series 86FINRA Series 87
Tech Stack:ExcelPowerPointPythonRSQLFactSetBloombergCapital IQ

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