What are the responsibilities and job description for the Equity Research Associate - Strategy position at Jefferies?
Key Responsibilities
JOB DESCRIPTION
About Us
Jefferies is a leading global, full-service investment banking and capital markets firm that provides advisory, sales and trading, research, and wealth and asset management services. With more than 40 offices around the world, we offer insights and expertise to investors, companies, and governments.
At Jefferies, we are committed to building a culture that provides opportunities for all employees regardless of our differences and supports a workforce that is reflective of the communities where we work and live. As a result, we are able to pool our collective insights and intelligence to provide fresh and innovative thinking for our clients.
Jefferies is committed to creating and sustaining a workforce that welcomes individuals from all backgrounds to apply. Our employment decisions are made without regard to race, creed, color, national origin, ancestry, religion, pregnancy, age, medical condition, physical or mental disability, marital status, domestic partner status, sex, sexual orientation, gender, gender identity or expression, veteran or military status, genetic information, reproductive health decisions, or any other factor protected by applicable law. We are committed to hiring the most qualified applicants and complying with all federal, state, and local equal employment opportunity laws. As part of this commitment, Jefferies will extend reasonable accommodation to individuals with disabilities, as required by applicable law.
The salary offered will take into consideration an individual’s experience level and qualifications. In addition to salary, Jefferies Financial Group is proud to offer a comprehensive benefits package to eligible, full-time employees or part-time employees, who are scheduled to work at least 30 hours or more per week, including an annual discretionary incentive and retention bonus, competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Jefferies also offers paid time off packages that include planned time off (e.g., vacation), unplanned time off (e.g., sick leave), and paid holidays, and for full-time employees, paid parental leave.
JOB DESCRIPTION
- Support senior strategists in producing high-impact research on equity markets, macro trends, and investment themes.
- Conduct quantitative and qualitative analysis of market data, economic indicators, and sector performance.
- Assist in the development of investment frameworks and models to evaluate equity market dynamics.
- Prepare and maintain databases, charts, and presentations for internal and client-facing use.
- Draft research notes, reports, and presentations that communicate complex ideas clearly and concisely.
- Monitor financial news, macroeconomic developments, and market movements to identify emerging trends.
- Collaborate with sales, trading, and other research teams to deliver timely and relevant insights to clients.
- Bachelor’s degree in Finance, Economics, Mathematics, or a related field; advanced degree or CFA a plus.
- 1–3 years of experience in equity research, investment strategy, or a related analytical role.
- The candidate should feel comfortable working with large datasets as this role can involve analysis of thousands of equity securities
- Strong understanding of financial markets, macroeconomics, and equity valuation.
- Proficiency in Excel, FactSet, Bloomberg, and data visualization tools; programming skills (Python, R, or SQL) a plus.
- Excellent written and verbal communication skills.
- Ability to manage multiple tasks in a fast-paced environment and meet tight deadlines.
- Intellectual curiosity and a passion for markets and investing.
- Exposure to high-level strategic thinking and market analysis.
- Opportunity to contribute to widely read and influential research publications.
- Collaborative and intellectually stimulating work environment.
- Career development and mentorship from experienced strategists.
About Us
Jefferies is a leading global, full-service investment banking and capital markets firm that provides advisory, sales and trading, research, and wealth and asset management services. With more than 40 offices around the world, we offer insights and expertise to investors, companies, and governments.
At Jefferies, we are committed to building a culture that provides opportunities for all employees regardless of our differences and supports a workforce that is reflective of the communities where we work and live. As a result, we are able to pool our collective insights and intelligence to provide fresh and innovative thinking for our clients.
Jefferies is committed to creating and sustaining a workforce that welcomes individuals from all backgrounds to apply. Our employment decisions are made without regard to race, creed, color, national origin, ancestry, religion, pregnancy, age, medical condition, physical or mental disability, marital status, domestic partner status, sex, sexual orientation, gender, gender identity or expression, veteran or military status, genetic information, reproductive health decisions, or any other factor protected by applicable law. We are committed to hiring the most qualified applicants and complying with all federal, state, and local equal employment opportunity laws. As part of this commitment, Jefferies will extend reasonable accommodation to individuals with disabilities, as required by applicable law.
The salary offered will take into consideration an individual’s experience level and qualifications. In addition to salary, Jefferies Financial Group is proud to offer a comprehensive benefits package to eligible, full-time employees or part-time employees, who are scheduled to work at least 30 hours or more per week, including an annual discretionary incentive and retention bonus, competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Jefferies also offers paid time off packages that include planned time off (e.g., vacation), unplanned time off (e.g., sick leave), and paid holidays, and for full-time employees, paid parental leave.
Salary : $100,000 - $120,000