Equity Research Business Associate – Washington & Sustainability Strategy
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
- Develop event concepts on policy, geopolitics and sustainability themes with the research team
- Find and coordinate speakers, then handle logistics for webinars, calls, in-person events and client meetings
- Prepare event briefs and marketing materials, and maintain speaker, client and activity records
- Work with Corporate Access, Sales, Trading and Investment Banking to increase client participation
- Track event results, manage team calendars and support daily research operations
What you bring
- You hold a bachelor's degree and have a strong academic record
- You bring advanced Microsoft Excel skills and strong communication, organization and project management abilities
- You can handle competing priorities and respond quickly when working with senior stakeholders
Who this fits
This junior role suits someone building a career across finance and policy who can coordinate events and work with senior stakeholders. You should be willing to work beyond standard business hours occasionally to support events and client engagement.
From the employer
Overview
Jefferies is seeking a Business Associate to support the Washington & Sustainability Strategy team led by Dr. Aniket Shah. The role focuses on event origination, speaker outreach, event coordination, and relationship management, partnering closely with the Managing Director and Research Associates to enhance the franchise's visibility and client engagement.
This position is ideal for someone eager to build a career at the crossroads of finance and policy while working alongside a high-profile team and expanding a professional network across government, industry, and investing. The ideal candidate is highly organized, detail-oriented, and responsive, with the ability to manage multiple priorities and time-sensitive requests in a fast-paced environment while interacting with senior executives, policymakers, industry experts, and institutional investors.
Responsibilities
- Develop and originate webinar and event ideas on public policy, geopolitics, sustainability, and related investment themes in partnership with the research team.
- Source, engage, and coordinate internal and external speakers, including corporate executives, policymakers, academics, and industry experts.
- Manage all event logistics, scheduling, compliance requirements, communications, and execution for webinars, expert calls, in-person events, and client meetings.
- Maintain and enhance databases of speakers, industry experts, clients, and event activities.
- Prepare marketing materials, briefing documents, speaker biographies, agendas, and post-event summaries.
- Partner closely with Corporate Access, Sales, Trading, and Investment Banking teams to maximize client engagement and event participation.
- Manage team calendars and support the day-to-day administrative and operational needs of the research franchise.
- Track event performance metrics and support initiatives aimed at expanding the team's client reach and market presence.
Required Background
- Bachelor's degree with a strong academic record.
- Background in public policy, economics, finance, business, sustainability, political science, or a related field preferred.
- Excellent communication, organizational, and project management skills, particularly when working with senior and high-profile stakeholders.
- Ability to respond quickly and manage competing priorities in a fast-paced environment.
- Advanced proficiency in Microsoft Excel.
- Demonstrated ability to work collaboratively in a team-oriented environment.
- Proactive, resourceful, and highly organized with strong follow-through.
- Willingness to work outside normal business hours on occasion to support event execution and client engagement activities.
Primary Location Full Time Salary Range of $100,000 - $120,000.