Equity Research Associate - Strategy

Jefferies•New York, NY

2d•$100,000 - $120,000•Onsite

About The Position

This role involves supporting the US Strategy team in producing high-quality research. The associate will build and maintain financial models, author research reports and marketing materials, conduct quantitative and fundamental analysis of U.S. equity markets, and monitor market developments. The position requires collaboration with internal teams and sales/trading, as well as leveraging various datasets to identify trends and support investment recommendations. The primary location is full-time with a salary range of $100,000 - $120,000.

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.

Nice To Haves

Advanced degree or CFA 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 preferred.

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.