Equity Research Associate - Brokers, Asset Managers & Exchanges
At a glance
Junior Investment & Corporate Development role at Jefferies. San Francisco · full-time · $100,000–$120,000 base.
financeroles summary, based on the employer's posting.
What you'll do
- Build and update financial models, then analyze company data and news for accurate research coverage
- Help write earnings, company, periodic and initiation reports for internal and external readers
- Use filings, annual reports and trade publications to gather and interpret information about covered companies
- Share investment views with sales, trading teams and clients as you take on more responsibility
- Prepare client marketing materials and join company meetings or industry conferences when appropriate
What you bring
- You have one to three years in financial services, ideally in equity research, banking or public accounting
- You bring strong modeling and financial statement analysis skills, with Excel proficiency
- You hold a bachelor's degree; accounting, finance or economics study is preferred
- You communicate clearly in writing and conversation, analyze problems well and stay accurate under time pressure
Who this fits
This junior associate role suits someone interested in global markets and asset management who can work closely with a research team. It is based in San Francisco and reports under a Senior Analyst.
From the employer
Equity Research Associate - Brokers, Asset Managers & Exchanges
Position Summary:
Jefferies is seeking an associate for its Asset Managers, Brokers and Exchanges Equity Research team in San Francisco. In this role, the associate will have the opportunity to analyze industry trends and company financials under the direction of a Senior Analyst.
Summary of Responsibilities:
The associate will be primarily responsible for building and maintaining financial models, analysis of data, and industry/company news, ensuring 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 Asset Manager, Brokers and Exchange Research 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
- 1-3 years of related financial services experience, preferably in sell-side/buy-side equity research, investment banking, or public accounting.
- Strong analytical and problem solving skills – 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
- Bachelor’s Degree
Qualifications:
- Strong interest in global markets and the asset management industry
- Solid experience in business modeling and financial statement analysis
- Securities licensing a plus (Series 63 and 86/87)
- CFA Candidate or designation also a plus
Primary Location Full Time Salary Range of $100,000 - $120,000.
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