financeroles

Equity Research Associate - Strategy

Jefferies jefferies.com Open · verified Oct 22, 2026
New York Full-time Junior Investment & Corporate Development

At a glance

Junior Investment & Corporate Development role at Jefferies. New York · full-time · $100,000–$120,000 base.

SalaryStated by Jefferies
$100,000 – $120,000
Base salary for this role, in USD per year, as published in the posting.
This role, from JefferiesOur estimate for the market: $133,750–$198,125Median $167,500
Below the market median of $167,500 for entry-level investment & corporate development roles in New York.
Worked out from 86 postings that stated pay, median $167,500. Last updated Oct 22, 2026.
RoleInvestment & Corporate Development
SeniorityJunior
LocationNew York
EmploymentFull-time
Base pay$100,000–$120,000
PostedAug 21, 2026 · 2mo ago
Role brief

financeroles summary, based on the employer's posting.

What you'll do

  • Build and update financial models and databases for recurring research and one-off analysis
  • Help the senior strategist write research reports and thematic pieces, turning investment views into clear, usable insights
  • Analyze U.S. markets, sectors, styles and factors using quantitative and fundamental methods
  • Prepare charts, exhibits and statistical work for published research, while tracking market, earnings, economic and flow trends
  • Work with regional teams and sales and trading to develop research and communicate market themes

What you bring

  • A bachelor's degree in finance, economics, mathematics or another listed or related field
  • One to three years in equity research, investment strategy, asset management or a related analytical role
  • Advanced Excel and PowerPoint skills, plus experience analyzing large datasets and conducting statistical analysis
  • Programming experience in Python, R, SQL or a comparable analytical tool
  • Strong analysis, writing and speaking skills, with the ability to turn substantial information into actionable investment conclusions

Who this fits

This junior role suits someone building an analytical career in equity research or investment strategy who is interested in markets, investing and macroeconomic trends. You'll work with the U.S. Strategy team, contribute to published research and engage with institutional investors. The role is full-time in New York.

From the employer

Key Responsibilities:

  • Build, maintain, and enhance financial models and databases that support ongoing and bespoke research needs.
  • Support senior strategist in authoring high-quality research reports, thematic pieces, and marketing materials that clearly communicate our investment views with actionable insights to internal and external stakeholders.
  • Conduct quantitative and fundamental analysis of U.S. equity markets, sectors, styles, and factors.
  • Assist in creating charts, exhibits, and statistical analyses used in published research.
  • Monitor market developments, earnings trends, economic data releases, and investment flows.
  • Collaborate effectively teams internally across regions and teams to produce high-quality, cross-discipline research reports.
  • Collaborate with sales and trading to communicate investment views and market thematics.
  • Leverage proprietary, third-party, and alternative datasets to identify trends and support differentiated investment recommendations.

Qualifications:

  • Bachelor’s degree in Finance, Economics, Mathematics, Statistics, Computer Science, or a related field; advanced degree or CFA a plus.
  • 1–3 years of experience in equity research, investment strategy, asset management, or a related analytical role.
  • Strong attention to detail and ability to manage multiple projects simultaneously.
  • Exceptional analytical and problem-solving skills.
  • Exceptional written and verbal communication skills, with strong attention to detail.
  • Passion for financial markets, investing, and macro-economic trends.
  • Demonstrated ability to synthesize large amounts of information into clear and actionable investment conclusions.
  • Advanced proficiency in Excel and PowerPoint.
  • Experience working with large datasets and statistical analysis.
  • Programming experience in Python, R, SQL, or similar analytical tools.
  • Familiarity with financial data platforms such as FactSet, Bloomberg, Capital IQ, or similar resources is preferred.
  • Experience with data visualization tools is a plus.
  • FINRA licenses (Series 7, 63, 86, and 87) or the ability to obtain them upon hire preferred.

Why Join Our Team?

You'll have the opportunity to work alongside the US Strategy team, contribute directly to published research, engage with institutional investors, and develop a deep understanding of market dynamics, quantitative analysis, and investment strategy in a highly collaborative environment.

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