Equity Research Senior Associate - Technology & Information Services

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

Benefits offered by this job

Annual discretionary bonus

Health insurance

401(k)

Dental & vision

Wellness programs

Paid time off

Job summary

Jefferies Equity Research in New York seeks an experienced associate to join the Technology and Information Services team, focusing on tech, data & analytics, and information services. Preference for 3+ years of experience.

The role involves building complex financial models, writing timely research reports, tracking industry trends, and maintaining relationships with clients and company contacts. Travel may be required.

Qualifications

• Strong curiosity across industries with ability to synthesize data and insights.
• Excellent writing and organizational skills.
• Solid understanding of finance and accounting; capable of building models.
• Analytical mindset with Excel and large data sets.
• Ability to work under tight deadlines in a collaborative environment.

Responsibilities

• Model financial statements and conduct fundamental research
• Write timely and actionable research reports on public companies
• Track and analyze industry themes, news, data and trends
• Maintain relationships with company and industry contacts
• Interact with institutional sales, corporate, and buyside clients
• Attend industry events (some travel may be required)

Skills

Curiosity

Writing skills

Finance knowledge

Financial modeling

Excel analysis

Fast-paced work

Team player

Job description

Job Description

Summary: Jefferies Equity Research is seeking an experienced associate to join the Technology and Information Services team, which covers the intersection of technology, data & analytics, and information services. Preference will be given to candidates with at least 3+ years of experience.

Responsibilities

• Modeling financial statements and conducting fundamental research
• Writing timely and actionable research reports on public companies
• Tracking and analyzing industry themes, news, data and trends
• Maintaining relationships with company and industry contacts
• Interacting with institutional sales, corporate, and buyside clients
• Attending industry events (some travel may be required)

Qualifications

• Intellectual curiosity, avid reader, and broad-based knowledge spanning multiple industries
• Excellent writing and organizational skills. Must be able to synthesize, simplify, and present complex information to a wide audience
• Must have a solid understanding of finance and accounting with the ability to build complex financial models from the ground up (i.e., a modeling test is required)
• Strong analytical mindset and familiarity with Excel, including ability to work with large data sets.
• Ability to work in a fast-paced environment against tight deadlines
• Team oriented, collaborative, and highly motivated

Preferred Experience (Not Required)

• CPA and/or CFA
• Equity research, investment banking, or private equity with 3+ years of experience

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.

Benefits

• annual discretionary incentive and retention bonus
• medical, dental & vision coverage
• 401(k)
• life, accident, and disability insurance
• wellness programs
• 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