Associate, Research Analytics

Jefferies

Posted 20 days ago

Full Time

New York, New York

In Person

Smart Summary

Responsibilities

The role focuses on developing high-priority initiatives to drive growth for the US Equity Research Management team. Key duties include managing internal datasets, building KPI dashboards, and translating complex data into actionable insights for senior leadership.

Qualifications

You have a Bachelor's degree in business administration, Finance, Information Systems, or Computer Science, coupled with at least one year of experience in equity research, financial services, or consulting. You are required to have advanced proficiency in Excel and strong knowledge of AI/ML tools.

Must Have Skills for ATS

Excel

Python

SQL

AI/ML

Job Description

Role Overview

We are seeking a highly motivated and data oriented early career professional to join the US Equity Research Management team.  This role is responsible for developing and executing high-priority initiatives that drive the department’s growth. This role is focused on translating strategic ideas into structured plans and delivering high quality outcomes. 

Key Responsibilities

  • Collaboration with senior leadership and other cross-departmental stakeholders to define, create, and improve initiatives across US research and equities. 
  •  Manage and support day-to-day workflows, including maintaining internal datasets and reporting. Help build complex models and dashboard related to operating KPIs. 
  • Translate large and complex dataset into actionable insights for management. Proven ability to explain technical projects to non-technical stakeholders. 
  •  Design standardized templates and tracking tools to improve data quality, support downstream reporting.
  • Support internal alignment by owning end-to- end documentation of workflows, and performance expectations. 

Qualifications:

  • Bachelor’s degrees in business administration, Finance, Information Systems or Computer Science. 
  • 1+ years of experience in equity research, financial services or consulting. 
  • Strong problem-solving skills with the ability to work independently and proactively.
  • Advanced proficiency in Excel is a must. 
  • Working experience with Python or SQL. (Preferred)
  • Strong knowledge of AI/ML tools.
  • Exceptional communication skills and confidence to speak to senior leaders.
  • Highly organized detail oriented and able to manage multiple time-sensitive projects at one time. 

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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