Equity Research Senior Associate - Technology & Information Services
At a glance
Senior Investment & Corporate Development role at Jefferies. New York · full-time · $135,000–$165,000 base.
financeroles summary, based on the employer's posting.
What you'll do
- Build financial statement models and investigate companies using fundamental research
- Write timely research on public companies that gives readers clear, actionable conclusions
- Follow industry themes, news, data and trends across technology and information services
- Build relationships with company and industry contacts, and engage institutional sales, corporate and buy-side clients
- Attend industry events, with some travel potentially required
What you bring
- You have solid finance and accounting knowledge and can build complex models from scratch; a modeling test is required
- You bring strong writing and organization, with the ability to make complex information clear to broad audiences
- You are analytically strong and comfortable using Excel with large data sets
- At least three years of experience is preferred, particularly in equity research, investment banking or private equity
Who this fits
This role suits an experienced research associate who can work to tight deadlines, collaborate with a team and communicate complex analysis clearly. The position is full-time in New York, and some travel may be required.
From the employer
Summary:
Jefferies Equity Research is seeking an experienced associate to join the Technology and Information Services team, which covers the intersection of technology, data & analytics, and information services. Preference will be given to candidates with at least 3+ years of experience.
Responsibilities
- Modeling financial statements and conducting fundamental research
- Writing timely and actionable research reports on public companies
- Tracking and analyzing industry themes, news, data and trends
- Maintaining relationships with company and industry contacts
- Interacting with institutional sales, corporate, and buyside clients
- Attending industry events (some travel may be required)
Qualifications:
- Intellectual curiosity, avid reader, and broad-based knowledge spanning multiple industries
- Excellent writing and organizational skills. Must be able to synthesize, simplify, and present complex information to a wide audience
- Must have a solid understanding of finance and accounting with the ability to build complex financial models from the ground up (i.e., a modeling test is required)
- Strong analytical mindset and familiarity with Excel, including ability to work with large data sets.
- Ability to work in a fast-paced environment against tight deadlines
- Team oriented, collaborative, and highly motivated
Preferred Experience (Not Required):
- CPA and/or CFA
- Equity research, investment banking, or private equity with 3+ years of experience
Primary Location Full Time Salary Range of $135,000 - $165,000.