Equity Research Associate - Consumer

Jefferies
New York
Workplace: OnsiteFull timeUSD 100,000 - 120,000 annuallyFunction: Research & Scientific (R&D)Experience: 3+ yearsEducation: bachelorsSkills: ["Analytical skills","Financial modeling","Client service","Relationship building","Attention to detail"]

Join Jefferies’ Consumer Equity Research team as an associate providing client-facing investment analysis. You’ll partner with senior analysts to produce earnings and initiation materials, build and refine valuation models, and synthesize filings, earnings, industry reports, and alternative datasets to generate timely insights. The role includes developing investor marketing materials, responding to investor inquiries, and participating in management meetings and industry events as needed.

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FursaFursa
Jefferies
Jefferies
1 day ago

Equity Research Associate - Consumer

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Last checked: 19 hours agoStatus: Live

Job Summary

Join Jefferies’ Consumer Equity Research team as an associate providing client-facing investment analysis. You’ll partner with senior analysts to produce earnings and initiation materials, build and refine valuation models, and synthesize filings, earnings, industry reports, and alternative datasets to generate timely insights. The role includes developing investor marketing materials, responding to investor inquiries, and participating in management meetings and industry events as needed.
Location: New York
Workplace: Onsite
Employment Type: Full time
Job Function: Research & Scientific (R&D)
Seniority: Mid level

Key Responsibilities

  • •Partner with senior analysts to produce earnings reports, company updates, thematic research, and initiation reports.
  • •Build, maintain, and enhance financial models and valuation frameworks.
  • •Analyze company filings, earnings releases, industry/trade publications, and alternative datasets to support differentiated recommendations.
  • •Generate timely investment insights based on company, industry, consumer, and market trends.
  • •Develop client marketing materials, respond to investor inquiries, and help with external marketing and thought leadership initiatives.

Pay and Benefits

Salary: USD 100,000 - 120,000 annually
Perks:Health InsuranceDentalVision401kLife InsuranceDisability InsurancePaid LeavePaid HolidaysParental LeaveWellness Stipend

Key Requirements

  • •Minimum 3 years of equity research experience (consumer sector experience preferred).
  • •Bachelor’s degree required; finance, economics, accounting, business, or related field preferred.
  • •Strong financial statement analysis, financial modeling, and valuation skills.
  • •Ability to synthesize large volumes of information into clear, actionable investment conclusions.
  • •FINRA licenses (Series 7, 63, 86, and 87) or ability to obtain upon hire preferred.
Experience:3+ yearsEquity researchConsumer sector
Education:Bachelor's in Finance, Economics, Accounting, Business (or related field preferred)
Skills:Analytical skillsFinancial modelingClient serviceRelationship buildingAttention to detail
Licenses:Series 7Series 63Series 86Series 87
Tech Stack:Alternative datasetsData visualization tools

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