Equity Research Analyst – U.S. Markets & Data Insights

Jefferies; New York (NY); On-site; USD 100,000 - 120,000; Full time

Job summary

Jefferies is seeking an Equity Research Associate to build and maintain financial models, conduct quantitative and fundamental analysis of U.S. equity markets, and support senior strategists in producing clear investment research and marketing materials.

You will collaborate with cross-regional teams, communicate investment views to internal and external stakeholders, and leverage diverse datasets to identify trends.

Qualifications

• Bachelor’s degree in Finance, Economics, Mathematics, Statistics, Computer Science, or a related field; advanced degree or CFA a plus.
• 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.
• Experience with large datasets and statistical analysis.

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 with teams internally across regions 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.

Skills

Excel

PowerPoint

Python

R

SQL

Data visualization

Statistical analysis

Education

Bachelor’s degree in Finance, Economics, Mathematics, Statistics, Computer Science

Advanced degree or CFA a plus

Tools

FactSet

Bloomberg

Capital IQ

Job description

Jefferies is seeking an Equity Research Associate to build and maintain financial models, conduct quantitative and fundamental analysis of U.S. equity markets, and support senior strategists in producing clear investment research and marketing materials.

You will collaborate with cross-regional teams, communicate investment views to internal and external stakeholders, and leverage diverse datasets to identify trends.