Equity Research Associate - Aerospace, Defense (A&D) and Airlines
At a glance
Junior Investment & Corporate Development role at Jefferies. New York · full-time · $100,000–$120,000 base.
financeroles summary, based on the employer's posting.
What you'll do
- Build and update financial models and industry databases so research reports use accurate, current information
- Analyze industry trends and company finances, then help write earnings, company, periodic and initiation reports
- Review company filings, annual reports, trade publications and other sources to interpret data on US A&D companies
- Develop client marketing materials, meet company management and attend relevant industry conferences
- Over time, share investment recommendations with sales, trading and clients
What you bring
- A bachelor’s degree with a strong academic record; accounting, finance or economics is preferred
- One to two years in financial services, ideally in equity research or investment banking
- Strong Excel ability, analytical judgment and problem-solving skills
- Clear writing and speaking, with the ability to manage detail in time-sensitive team settings
Who this fits
This junior associate role suits someone with early financial-services experience and a strong interest in aerospace and defense. You’ll work under a senior analyst and collaborate with the research team.
From the employer
Jefferies is seeking an associate for its Aerospace and Defense (A&D) Equity Research team which covers 30 stocks. In this role, the associate will have the opportunity to analyze industry macro trends and company financials under the direction of a Senior Analyst. The associate will be primarily responsible for building and maintaining financial models and industry databases insuring correct and up-to-date information for research reports that are distributed to internal/external clients. The associate will also work closely with the team to write the aforementioned reports, including earnings reports, company reports, monthly/weekly publications and initiation reports. As part of this process, the associate will also review business and trade publications, annual reports, financial filings and other sources in order to gather, synthesize and interpret data on companies followed by the US A&D Team.
Over time, the associate will also be responsible for communicating recommendations to sales, trading and clients. In addition, the associate will help develop marketing materials for clients, meet with management teams of companies and attend industry conferences where appropriate.
Required Background:
· Strong academic background, with a focus on accounting, finance, or economics preferred
· 1-2 years of related financial services experience, preferably in sell-side/buy-side equity research or investment banking
· Strong analytical and problem solving skills – strong excel skills will be critical
· Excellent written and verbal communication skills
· Ability to multi-task with strong attention to detail
· Demonstrated ability to work in a time sensitive environment
· Ability to work effectively in a team environment
· Resourcefulness, entrepreneurial spirit and proven leadership qualities
· Bachelors Degree with high GPA
Preferred Qualifications:
· Strong interest in Aerospace and Defense
· Solid experience in business modeling and financial statement analysis
· Securities licensing a plus (Series 7/63 and 86/87)
Primary Location Full Time Salary Range of $100,000 - $120,000.