Technology & Information Services Equity Research Senior Associate

University of Alabama Libraries; New York, Northern (NY, KY); Hybrid; USD 135,000 - 165,000; Full time

Job summary

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

The role requires strong financial modeling, research writing, and industry analysis, with opportunities to interact with sales and buyside clients. Some travel to industry events may be required.

Qualifications

• Intellectual curiosity and broad knowledge across industries.
• Excellent writing and the ability to synthesize complex information for a wide audience.
• Solid understanding of finance and accounting with ability to build complex financial models from scratch (modeling test required).
• Strong analytical mindset and ability to work with large datasets in Excel.
• Ability to work in a fast-paced environment with tight deadlines.
• Team oriented, collaborative, and highly motivated.

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

Intellectual curiosity

Excellent writing

Financial modeling

Analytical mindset

Excel

Fast-paced environment

Team oriented

Education

CPA

CFA

Tools

Excel

Job description

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

The role requires strong financial modeling, research writing, and industry analysis, with opportunities to interact with sales and buyside clients. Some travel to industry events may be required.