Equity Research Associate - Brokers, Asset Managers & Exchanges

Jefferies Financial Group • San Francisco, CA

9d

About The Position

Jefferies is seeking 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. The role focuses on building and maintaining financial models, analyzing data and industry and company news, and ensuring information used in research reports distributed to internal and external clients is correct and up to date.

The associate will work with the team to write earnings reports, company reports, monthly and weekly publications, and initiation reports. The role also involves researching and interpreting information from business and trade publications, annual reports, financial filings, and other sources 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 where appropriate.

Requirements

• Strong academic background; a focus on accounting, finance, or economics is preferred.
• 1–3 years of related financial services experience, preferably in sell-side or buy-side equity research, investment banking, or public accounting.
• Strong analytical and problem-solving skills.
• Excel skills.
• 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.
• Bachelor’s degree.
• Strong interest in global markets and the asset management industry.
• Solid experience in business modeling and financial statement analysis.

Nice To Haves

• Focus in accounting, finance, or economics.
• Experience in sell-side or buy-side equity research, investment banking, or public accounting.
• Securities licensing, such as Series 63 and 86/87.
• CFA candidacy or designation.

Responsibilities

• Build and maintain financial models.
• Analyze data, industry trends, company financials, and industry and company news.
• Ensure information used in research reports distributed to internal and external clients is correct and up to date.
• 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 about companies followed 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 where appropriate.

What This Job Offers

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