Equity Research Business Associate – Washington & Sustainability Strategy

Jefferies Financial Group • New York, NY

1d • Onsite

About The Position

Jefferies is seeking a Business Associate to support the Washington & Sustainability Strategy team led by Dr. Aniket Shah. The role focuses on event origination, speaker outreach, event coordination, and relationship management, partnering closely with the Managing Director and Research Associates to enhance the franchise's visibility and client engagement. This position is ideal for someone eager to build a career at the crossroads of finance and policy while working alongside a high-profile team and expanding a professional network across government, industry, and investing. The ideal candidate is highly organized, detail-oriented, and responsive, with the ability to manage multiple priorities and time-sensitive requests in a fast-paced environment while interacting with senior executives, policymakers, industry experts, and institutional investors.

Requirements

• Bachelor's degree with a strong academic record.
• Excellent communication, organizational, and project management skills, particularly when working with senior and high-profile stakeholders.
• Ability to respond quickly and manage competing priorities in a fast-paced environment.
• Advanced proficiency in Microsoft Excel.
• Demonstrated ability to work collaboratively in a team-oriented environment.
• Proactive, resourceful, and highly organized with strong follow-through.

Nice To Haves

• Background in public policy, economics, finance, business, sustainability, political science, or a related field preferred.
• Willingness to work outside normal business hours on occasion to support event execution and client engagement activities.

Responsibilities

• Develop and originate webinar and event ideas on public policy, geopolitics, sustainability, and related investment themes in partnership with the research team.
• Source, engage, and coordinate internal and external speakers, including corporate executives, policymakers, academics, and industry experts.
• Manage all event logistics, scheduling, compliance requirements, communications, and execution for webinars, expert calls, in-person events, and client meetings.
• Maintain and enhance databases of speakers, industry experts, clients, and event activities.
• Prepare marketing materials, briefing documents, speaker biographies, agendas, and post-event summaries.
• Partner closely with Corporate Access, Sales, Trading, and Investment Banking teams to maximize client engagement and event participation.
• Manage team calendars and support the day-to-day administrative and operational needs of the research franchise.
• Track event performance metrics and support initiatives aimed at expanding the team's client reach and market presence.

What This Job Offers

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