Equity Research Associate - Consumer
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
- Work with the Senior Analyst on earnings coverage, company updates, industry themes and new coverage reports
- Build and improve financial models and valuation approaches, using filings, earnings releases and research sources
- Turn company, consumer, industry and market trends into investment conclusions and recommendations
- Prepare client materials, answer investor questions and support external marketing and research commentary
- Join management meetings, conferences, channel checks and field research when appropriate
What you bring
- You have a bachelor's degree; finance, economics, accounting, business or a related subject is preferred
- You bring equity research experience, with consumer-sector work preferred
- You can analyze financial statements, build models and value companies, then distill substantial information into clear investment views
- You communicate clearly in writing and conversation, with close attention to detail
Who this fits
This role suits someone who enjoys consumer behavior, retail trends and emerging categories, and can work independently across multiple priorities. It is a client-facing research position with direct investor engagement. The role is based in New York.
From the employer
Equity Research, Senior Associate - Consumer
Position Summary
Jefferies is seeking a highly motivated Senior Associate to join its Consumer Equity Research team. The ideal candidate will have a minimum of 3 years of equity research experience, with consumer sector experience preferred. This role is highly client-facing and requires a demonstrated ability to build relationships, deliver exceptional client service, and respond effectively to investor inquiries.
The successful candidate will possess strong analytical and financial modeling skills, intellectual curiosity, and a passion for understanding consumer behavior, emerging brands, retail trends, and product innovation. The role offers significant exposure to institutional clients, corporate management teams, and senior leadership within the Research department.
Key Responsibilities
- Partner closely with the Senior Analyst to produce earnings reports, company updates, thematic research, industry publications, and initiation reports.
- Build, maintain, and enhance comprehensive financial models and valuation frameworks.
- Analyze company filings, earnings releases, industry reports, trade publications, alternative datasets, and other primary and secondary research sources.
- Generate timely investment insights through rigorous analysis of company, industry, consumer, and market trends.
- Develop client marketing materials and support ongoing investor engagement efforts.
- Respond to client inquiries and contribute to the team's external marketing and thought leadership initiatives.
- Attend management meetings, industry conferences, channel checks, and field research activities, as appropriate.
- Leverage proprietary, third-party, and alternative datasets to identify trends and support differentiated investment recommendations.
- Contribute to the initiation of coverage reports and other in-depth research publications.
Preferred Qualifications
- 1-2 years of equity research experience; consumer sector experience preferred.
- Bachelor's degree required; degree in Finance, Economics, Accounting, Business, or a related field preferred.
- Strong financial statement analysis, modeling, and valuation skills.
- Demonstrated ability to synthesize large amounts of information into clear and actionable investment conclusions.
- Exceptional written and verbal communication skills, with strong attention to detail.
- Self-starter with the ability to work independently while managing multiple priorities in a fast-paced environment.
- Intellectual curiosity and a genuine interest in consumer behavior, retail trends, and emerging categories.
- Experience utilizing alternative data and advanced data visualization tools is a plus.
- FINRA licenses (Series 7, 63, 86, and 87) or the ability to obtain them upon hire preferred.
This position offers the opportunity to develop deep industry expertise, work directly with institutional investors and management teams, and contribute meaningfully to a highly collaborative and entrepreneurial research platform.
New York, NY Full Time Base Salary Range of $100,000-120,000.