Equity Research Associate - Brokers, Asset Managers & Exchanges
About The Position
Jefferies is hiring an Equity Research Associate for its Asset Managers, Brokers and Exchanges Equity Research team in San Francisco. Under the direction of a Senior Analyst, the associate will analyze industry trends and company financials and help prepare research for internal and external clients. The role includes building and maintaining financial models; analyzing company data, industry developments, and news; and ensuring research information is correct and up to date. The associate will work with the team to write earnings, company, monthly or weekly, and initiation reports. Research draws on business and trade publications, annual reports, financial filings, and other sources to gather, synthesize, and interpret information about companies followed by the team. Over time, the associate will communicate recommendations to sales, trading, and clients, help develop client marketing materials, meet with company management teams, and attend industry conferences when appropriate.
Requirements
- Bachelor’s degree.
- One to three years of related financial services experience; experience in sell-side or buy-side equity research, investment banking, or public accounting is preferred.
- Strong analytical and problem-solving skills; Excel skills are critical.
- Excellent written and verbal communication skills.
- Ability to multitask with strong attention to detail.
- Demonstrated ability to work in a time-sensitive environment.
- Ability to work effectively in a team environment.
- Resourcefulness, entrepreneurial spirit, and proven leadership qualities.
- Strong academic background; accounting, finance, or economics focus is preferred.
- Strong interest in global markets and the asset management industry.
- Solid experience in business modeling and financial statement analysis.
Nice To Haves
- Securities licensing, such as Series 63 and Series 86/87.
- CFA candidacy or designation.
- Related experience in sell-side or buy-side equity research, investment banking, or public accounting.
- Academic focus on accounting, finance, or economics.
Responsibilities
- Build and maintain financial models.
- Analyze company data, industry trends, and news, ensuring information used in research reports is accurate and current.
- Work with the team to write earnings reports, company reports, monthly and weekly publications, and initiation reports.
- Review business and trade publications, annual reports, financial filings, and other sources to gather, synthesize, and interpret information on companies covered by the team.
- Over time, communicate recommendations to sales, trading, and clients.
- Help develop marketing materials for clients.
- Meet with company management teams and attend industry conferences when appropriate.
Benefits
- Annual discretionary incentive and retention bonus.
- Medical, dental, and vision coverage.
- 401(k).
- Life, accident, and disability insurance.
- Wellness programs.
- Paid time off, including vacation, sick leave, and paid holidays.
- Paid parental leave for full-time employees.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
