Equity Research Associate - Strategy

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

• 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 teams internally across regions and teams 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.

Key Responsibilities

Job Description

• 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 teams internally across regions and teams 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.

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.
• Advanced proficiency in Excel and PowerPoint.
• Experience working with large datasets and statistical analysis.
• Programming experience in Python, R, SQL, or similar analytical tools.
• Familiarity with financial data platforms such as FactSet, Bloomberg, Capital IQ, or similar resources is preferred.
• Experience with data visualization tools is a plus.
• FINRA licenses (Series 7, 63, 86, and 87) or the ability to obtain them upon hire preferred.

Why Join Our Team?

You’ll have the opportunity to work alongside the US Strategy team, contribute directly to published research, engage with institutional investors, and develop a deep understanding of market dynamics, quantitative analysis, and investment strategy in a highly collaborative environment.

Primary Location Full Time Salary Range of $100,000 - $120,000.

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.