Senior Associate, Consumer Equity Research – Lifestyle Growth

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

Job summary

Jefferies is seeking a highly motivated Senior Associate to join its Consumer Equity Research team in New York, covering Lifestyle & Growth Platform. You will work closely with a senior analyst, build financial models, and deliver earnings updates and industry research.

The role emphasizes client service, relationship building, and investor outreach, with opportunities to interact with institutional clients and management teams. A Bachelor's degree and 3+ years in equity research are preferred.

Qualifications

• 3+ years of equity research experience; consumer sector experience preferred.
• Bachelor's degree required; degree in Finance, Economics, Accounting, Business, or a related field preferred.
• Strong financial statement analysis, modeling, and valuation skills.
• Demonstrated ability to synthesize large amounts of information into clear and actionable investment conclusions.
• Exceptional written and verbal communication skills, with strong attention to detail.
• Self-starter with the ability to work independently while managing multiple priorities in a fast-paced environment.

Responsibilities

• Partner closely with the Senior Analyst to produce earnings reports, company updates, thematic research, industry publications, and initiation reports.
• Build, maintain, and enhance comprehensive financial models and valuation frameworks.
• Analyze company filings, earnings releases, industry reports, trade publications, alternative datasets, and other primary and secondary research sources.
• Generate timely investment insights through rigorous analysis of company, industry, consumer, and market trends.
• Develop client marketing materials and support ongoing investor engagement efforts.
• Respond to client inquiries and contribute to the team's external marketing and thought leadership initiatives.
• Attend management meetings, industry conferences, channel checks, and field research activities, as appropriate.
• Leverage proprietary, third-party, and alternative datasets to identify trends and support differentiated investment recommendations.
• Contribute to the initiation of coverage reports and other in-depth research publications.

Skills

Equity research

Consumer sector experience

Financial modeling

Client-facing / investor communication

Relationship building

Education

Bachelor's degree in Finance, Economics, or related field

Tools

FINRA licenses (Series 7, 63, 86, 87)

Job description

Jefferies is seeking a highly motivated Senior Associate to join its Consumer Equity Research team in New York, covering Lifestyle & Growth Platform. You will work closely with a senior analyst, build financial models, and deliver earnings updates and industry research.

The role emphasizes client service, relationship building, and investor outreach, with opportunities to interact with institutional clients and management teams. A Bachelor's degree and 3+ years in equity research are preferred.