Equity Research Associate/Senior Associate - Specialty Finance and Financial Technology

Jefferies Group

Jefferies is seeking an Associate or Senior Associate for its Specialty Finance and Financial Technology Research team. This individual will analyze industry macro trends and company financials. Under the direction of the Senior Analyst, the Associate/Senior Associate will help cover 20+ stocks, which will primarily consist of consumer lenders (credit card, auto, specialty, and student) and financial technology companies. The candidate will be part of a broader financial services team, and frequent collaboration with the rest of the team is expected. The Associate/Senior Associate will build and maintain financial models and industry databases, ensuring correct and up-to-date information for research reports that are distributed to internal/external clients. The Senior Associate will also work closely with others on the team to write earnings reports, company reports, monthly/weekly publications and initiation of stock coverage reports. As part of this process, the team member 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 Specialty Finance/Fintech Team.

Over time, the associate will help communicate recommendations to sales, trading and clients. In addition, the associate will help develop marketing materials for clients, meet with management teams and attend industry conferences, when appropriate. 

This position is located in San Francisco and coming into the office on a regular basis is required. New York location will be considered for the right candidate. 

Required Background:

  • 2-4 years of related experience, preferably in sell-side/buy-side equity research, investment banking
  • Strong analytical and problem-solving skills – strong excel skills are critical 
  • Ability to analyze and manipulate large data sets
  • Excellent written and verbal communication skills 
  • High attention to detail in terms of written work and financial modeling
  • Strong organizational skills and the ability to prioritize & deliver in a time sensitive environment 
  • Ability to communicate and collaborate well in a team environment 
  • Bachelor’s degree with high GPA 
  • Strong academic background in accounting, finance, economics, and/or computer science. 

Preferred Qualifications:

  • Strong interest in financial services
  • Financial services experience a plus 
  • Solid experience in business modeling and financial statement analysis 
  • MBA/CFA/CPA a plus; Securities licensing a plus (Series 7/63 and 86/87)

Primary Location Full Time Salary Range of $100,000-$165,000. 

The salary offered will take into consideration an individual’s experience level and qualifications. In addition to salary, Jefferies offers, for eligible employees, an annual discretionary incentive and retention bonus, competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Jefferies also offers paid time off packages that include planned time off (vacation), unplanned time off (sick leave), and paid holidays and paid parental leave. 

Jefferies Financial Group Inc. (‘‘Jefferies,’’ ‘‘we,’’ ‘‘us’’ or ‘‘our’’) is a U.S.-headquartered global full service, integrated investment banking and securities firm. Our largest subsidiary, Jefferies LLC, a U.S. broker-dealer, was founded in the U.S. in 1962 and our first international operating subsidiary, Jefferies International Limited, a U.K. broker-dealer, was established in the U.K. in 1986. Our strategy focuses on continuing to build out our investment banking effort, enhancing our capital markets businesses and further developing our Leucadia Asset Management alternative asset management platform. We offer deep sector expertise across a full range of products and services in investment banking, equities, fixed income, asset and wealth management in the Americas, Europe and the Middle East and Asia. 

At Jefferies, we believe that diversity fosters creativity, innovation and thought leadership through the infusion of new ideas and perspectives. We have made a commitment to building a culture that provides opportunities for all employees regardless of our differences and supports a workforce that is reflective of the communities where we work and live. As a result, we are able to pool our collective insights and intelligence to provide fresh and innovative thinking for our clients. 

Jefferies is committed to creating and sustaining a diverse workforce and encourages applicants from all backgrounds to apply. This includes applicants from historically underrepresented groups, including women, racial and ethnic minorities, members of the LGBTQ+ community, military veterans, and individuals with disabilities or who are neurodiverse. 

Jefferies is an equal employment opportunity employer, and takes affirmative action to ensure that all qualified applicants will receive consideration for employment without regard to race, creed, color, national origin, ancestry, religion, gender, pregnancy, age, physical or mental disability, marital status, sexual orientation, gender identity or expression, veteran or military status, genetic information, reproductive health decisions, or any other factor protected by applicable law. We are committed to hiring the most qualified applicants and complying with all federal, state, and local equal employment opportunity laws. As part of this commitment, Jefferies will extend reasonable accommodations to individuals with disabilities, as required by applicable law. 

All employees must follow Jefferies’ COVID-19 protocol policy, which is subject to change.  

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Confirmed 21 hours ago. Posted 15 days ago.

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