Senior Associate, Equity Research – Lifestyle & Growth Platform / Consumer

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

Job summary

Jefferies is seeking a Senior Associate for Equity Research in its Consumer Lifestyle & Growth Platform. The role requires 3+ years in equity research, strong modeling and communication skills, and FINRA licensure, with NY-based client-facing responsibilities and mentorship from a senior analyst.

The position is based in New York, NY, a full-time role with a base salary range of $135,000–$165,000, and exposure to institutional clients and industry leadership within a collaborative research

Qualifications

• Minimum 3 years of equity research experience, consumer sector preferred.
• Bachelor's degree in Finance, Economics, Accounting, Business, or related field.
• Strong financial statement analysis, modeling, and valuation skills.
• Excellent written and verbal communication.
• Self-starter able to manage multiple priorities in a fast-paced environment.
• Experience with alternative data and data visualization is a plus.
• Required FINRA licenses (Series 7, 63, 86, 87).

Responsibilities

• Partner with Senior Analyst to produce earnings reports and initiation reports.
• Build and maintain financial models and valuation frameworks.
• Analyze company filings, earnings releases, industry reports, and research sources.
• Generate investment insights through trend analysis of consumer/market data.
• Develop client materials and support investor engagement efforts.
• Respond to client inquiries and assist marketing initiatives.
• Attend management meetings, industry conferences, and field research.
• Leverage datasets to identify trends and support recommendations.
• Contribute to initiation of coverage reports and publications.

Skills

Equity research

Financial modeling

Financial analysis

Communication skills

Independent work

Alternative data

Data visualization

Education

Bachelor's degree

Finance/Economics/Accounting/Business

Job description

Equity Research, Senior Associate – Lifestyle & Growth Platform / Consumer

Position Summary

Jefferies is seeking a highly motivated Senior Associate to join its Consumer Equity Research team, covering the firm's Lifestyle & Growth Platform. The platform spans more than seven consumer subsectors, including fitness, value retail, footwear, athletic, apparel, small appliances, golf, and other emerging consumer growth categories, providing broad exposure across some of the most dynamic areas of the consumer landscape.

The ideal candidate will have a minimum of 3 years of equity research experience, with consumer sector experience preferred. This role is highly client-facing and requires a demonstrated ability to build relationships, deliver exceptional client service, and respond effectively to investor inquiries.

The successful candidate will work directly with a highly respected Senior Analyst who has 26 years of sell-side equity research experience, including 18 years at Jefferies, and who has built a differentiated franchise covering consumer and lifestyle companies. The role offers significant exposure to institutional clients, corporate management teams, and senior leadership within the Research department.

The successful candidate will possess strong analytical and financial modeling skills, intellectual curiosity, and a passion for understanding consumer behavior, emerging brands, retail trends, and product innovation.

Key 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.

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.
• Intellectual curiosity and a genuine interest in consumer behavior, retail trends, lifestyle brands, and emerging consumer categories.
• Experience utilizing alternative data and advanced data visualization tools is a plus.
• Required FINRA licenses (Series 7, 63, 86, and 87).

Why Join This Team?

This position offers the opportunity to develop deep expertise across a diverse set of consumer sectors within Jefferies' Lifestyle & Growth Platform, covering companies operating across fitness, value retail, footwear, athletic, apparel, small appliances, golf, and other consumer growth categories.

The successful candidate will work directly alongside a seasoned Senior Analyst with 26 years of sell-side experience and 18 years at Jefferies, gaining valuable mentorship while contributing to a highly regarded research franchise. The role provides significant exposure to institutional investors, company management teams, industry thought leaders, and a highly collaborative, entrepreneurial research platform.

New York, NY Full Time Base Salary Range of $135,000-$165,000.