Equity Research Associate - Strategy

Jefferies Financial Group • New York, NY

1d • Onsite

About The Position

This role involves supporting the US Strategy team in equity research. The associate will build and maintain financial models and databases, contribute to research reports and marketing materials, and conduct quantitative and fundamental analysis of U.S. equity markets. The position requires monitoring market developments, collaborating with internal teams and sales/trading, and leveraging datasets to identify trends and support investment recommendations.

Requirements

• Bachelor’s degree in Finance, Economics, Mathematics, Statistics, Computer Science, or a related field.
• 1–3 years of experience in equity research, investment strategy, asset management, or a related analytical role.
• Strong attention to detail and ability to manage multiple projects simultaneously.
• Exceptional analytical and problem-solving skills.
• Exceptional written and verbal communication skills, with strong attention to detail.
• Passion for financial markets, investing, and macro-economic trends.
• Demonstrated ability to synthesize large amounts of information into clear and actionable investment conclusions.
• Advanced proficiency in Excel and PowerPoint.
• Experience working with large datasets and statistical analysis.
• Programming experience in Python, R, SQL, or similar analytical tools.
• Ability to obtain FINRA licenses (Series 7, 63, 86, and 87) upon hire.

Nice To Haves

• Advanced degree or CFA.
• Familiarity with financial data platforms such as FactSet, Bloomberg, Capital IQ, or similar resources.
• Experience with data visualization tools.
• FINRA licenses (Series 7, 63, 86, and 87).

Responsibilities

• Build, maintain, and enhance financial models and databases that support ongoing and bespoke research needs.
• Support senior strategist in authoring high-quality research reports, thematic pieces, and marketing materials that clearly communicate our 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 effectively teams internally across regions and teams to produce high-quality, cross-discipline research reports.
• Collaborate with sales and trading to communicate investment views and market thematics.
• Leverage proprietary, third-party, and alternative datasets to identify trends and support differentiated investment recommendations.

Benefits

• Opportunity to work alongside the US Strategy team.
• Contribute directly to published research.
• Engage with institutional investors.
• Develop a deep understanding of market dynamics, quantitative analysis, and investment strategy.
• Highly collaborative environment.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level