Equity Research Senior Associate / Research Technologist - Consumer (US)

Jefferies; New York (NY); On-site; USD 135,000 - 165,000; Full time

Job summary

Jefferies seeks an equity research senior associate to cover Consumer (Beverages, Consumer Products, Health & Wellness). This role involves analyzing industry trends, building models, and contributing to research reports for major investors.

You will interact with management teams and cross-functional colleagues, leveraging AI tools to enhance workflow and deliver differentiated insights. Based in New York, the role offers a competitive salary and comprehensive benefits.

Qualifications

• 3+ years of equity research or buyside investment management experience.
• Extremely proficient in financial & data modeling utilizing Excel and AI.
• Strong familiarity with AI tools and agents, including prompt development.
• Solid ability to communicate effectively both verbally and in writing.
• Interest in consumer industry as analyst or with industry familiarity.
• Motivated, creative, collaborative and detail-oriented.

Responsibilities

• Conduct proprietary research evaluating competitive landscape, industry news, and filings.
• Interface with management teams, sales/trading personnel, and institutional investors.
• Build and maintain financial models and proprietary databases.
• Write research reports for initiations of coverage and industry news.
• Conceive and execute differentiated project ideas.

Skills

Equity research

Financial modeling

AI tools

Excel

Communication

Industry familiarity

Team collaboration

Tools

Excel

AI coding tools

AI prompts

Job description

Job Description

Jefferies is seeking an equity research senior associate to join our team covering Consumer (Beverages, Consumer Products, Health & Wellness). Coverage areas include leading and emerging brands, suppliers, distributors, innovators, and retailers across the consumer landscape.

Responsibilities

• Conducting proprietary research evaluating the competitive landscape, analyzing industry news and company filings, attending conferences, and speaking with key opinion leaders
• Interfacing with company management teams, internal sales and trading personnel, and institutional investors
• Building and maintaining financial models and proprietary databases
• Writing research reports for initiations of coverage, analysis of data, and industry/company news
• Conceiving and executing on differentiated project ideas

Key Qualifications

• 3+ years of equity research or buyside investment management experience
• Extremely proficient in financial & data modeling utilizing Excel, alternative data, coding, AI
• Strong familiarity with AI tools and agents, including experience with prompt development and leveraging AI to enhance workflows and productivity
• Solid ability to communicate effectively both verbally and in writing
• Interested in the industry topic area, with some degree of familiarity with the industry as analyst or consumer
• Motivated, creative, committed, detail-oriented, collaborative...personable
• Aspiration to develop coverage independence over time

Primary Location Full Time Salary Range of $135,000 - $165,000.

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.