Senior Associate, Equity Research – Lifestyle & Growth Platform / Consumer
Jefferies · NY, US
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About the Role
This role involves covering Jefferies' Lifestyle & Growth Platform within the Consumer Equity Research team, spanning multiple consumer subsectors. The position is highly client-facing and requires strong analytical skills, financial modeling capabilities, and a passion for understanding consumer behavior and market trends.
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.
- 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.
Requirements
- 3+ 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, lifestyle brands, and emerging consumer categories.
- Experience utilizing alternative data and advanced data visualization tools is a plus.
- Required FINRA licenses (Series 7, 63, 86, and 87).
Skills
- Financial modeling
- Valuation
- Financial statement analysis
- Client relationship building
- Client service
- Investor relations
- Data analysis
- Written communication
- Verbal communication
- Attention to detail
- Time management
- Problem-solving
Location
- New York, NY
Work Type
- Full Time
Experience Level
- Senior Associate
- 3+ years of equity research experience
Education Level
- Bachelor's degree required
- Degree in Finance, Economics, Accounting, Business, or a related field preferred
Salary/Compensations
- Base Salary Range of $135,000-$165,000
Benefits
- Annual discretionary incentive and retention bonus
- Competitive employee benefits, including: medical, dental & vision coverage
- 401(k)
- Life, accident, and disability insurance
- Wellness programs
- Paid time off packages that include planned time off (e.g., vacation)
- Unplanned time off (e.g., sick leave)
- Paid holidays
- Paid parental leave (for full-time employees)
About the Company
- Jefferies is a leading global, full-service investment banking and capital markets firm that provides advisory, sales and trading, research, and wealth and asset management services.
- With more than 40 offices around the world, we offer insights and expertise to investors, companies, and governments.
- We are committed 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.
- We are committed to creating and sustaining a workforce that welcomes individuals from all backgrounds to apply.
Equal Opportunity
- Our employment decisions are made without regard to race, creed, color, national origin, ancestry, religion, pregnancy, age, medical condition, physical or mental disability, marital status, domestic partner status, sex, sexual orientation, gender, 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 accommodation to individuals with disabilities, as required by applicable law.