Equity Research Associate - Product Management

Jefferies

Posted 1 day ago

Full Time

New York, New York

In Person

Smart Summary

Support the Head of US Product Management and the Equity Research franchise by managing daily production processes and department databases. Contribute to the creation of thematic research content and assist in the publication of stock-focused reports for institutional clients.

We are seeking a diligent and detail-oriented Equity Research Associate with a passion for stocks and markets. Key qualifications include strong writing and communication skills, proficiency with Bloomberg/FactSet, Excel, and PowerPoint, and a collaborative spirit. This role requires a strong work ethic and a continuous desire to learn in a fast-paced investment banking environment.

Must Have Skills for ATS

Equity research

Product management

Bloomberg

FactSet

Excel

PowerPoint

Financial modeling

Data analysis

Communication

Writing

Attention to detail

Compliance

Market analysis

Team collaboration

Stock screening

Job Description

Position Summary

Provide direct support to the Head of US Product Management and the Jefferies US Equity Research franchise.

Responsibilities

  • Assist in the daily early morning (5:30am) production process ahead of the 7:30am Equity Morning Call stock presentation meeting from the Research Dept to the Sales & Trading teams
  • Maintain department databases of stocks under coverage, new initiations, restricted stocks, risk dashboard, morning call attendance, Top Picks performance, thematic note and global note tallies
  • Co-lead the production of several weekly thematic/stock research emails sent to institutional client base
  • Understand equity research, compliance, publishing processes to serve as department wide resource
  • Contribute to the Product team’s publishing of department-wide, thematic and stock-focused research content
  • Use Bloomberg or Factset and Excel to run equity screens, create charts for macro themes work, as well as sourcing of stock ideas that meet specified cap, valuation, growth criteria

Qualifications:

  • Looking for diligent team player with a passion for stocks and the markets, strong writing skills, committed work ethic and unwavering attention to detail
  • Confidence to communicate effectively, incorporate feedback, and collaborate in a team environment.
  • Desire to be a continuous learner in a fast-paced department on a team with much responsibility
  • Proficiency with Bloomberg or FactSet, Excel, PowerPoint is important

Primary Location Full Time Salary Range of $100,000 - $120,000. 


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.

Jefferies

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. More about our company can be found at www.jefferies.com.

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