Equity Research Associate - Brokers, Asset Managers & Exchanges
Jefferies
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- Pay
- $100K to $120K
- a year
- Location
- San Francisco, CA
- Job type
- Full time
- Posted
- Oct 21
- 1 day ago
Career path
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About the company
Jefferies
Investment banking · 5,001 to 10,000 employees
What you'll do
- Strong academic background, with a focus on accounting, finance, or economics preferred
- 1-3 years of related financial services experience, preferably in sell-side/buy-side equity research, investment banking, or public accounting.
- Strong analytical and problem solving skills – excel skills will be critical
- Excellent written and verbal communication skills
- Ability to multi-task with strong attention to detail
- Demonstrated ability to work in a time sensitive environment
- Ability to work effectively in a team environment
- Resourcefulness, entrepreneurial spirit and proven leadership qualities
- Bachelor’s Degree
- Strong interest in global markets and the asset management industry
- Solid experience in business modeling and financial statement analysis
- Securities licensing a plus (Series 63 and 86/87)
- CFA Candidate or designation also a plus
What you need
- 1-3 years of related financial services experience
- Bachelor’s Degree
- Strong academic background, with a focus on accounting, finance, or economics (preferred)
- Strong analytical and problem solving skills; excel skills will be critical
- Excellent written and verbal communication skills
- Ability to multi-task with strong attention to detail
- Securities licensing (Series 63 and 86/87) (preferred)
- CFA Candidate or designation (preferred)
Key skills
Excel skillsbusiness modelingfinancial statement analysisattention to detailteam environmentglobal marketsSecurities licensingCFA
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Read the full posting here
Equity Research Associate - Brokers, Asset Managers & Exchanges
Position Summary:
Jefferies is seeking an associate for its Asset Managers, Brokers and Exchanges Equity Research team in San Francisco. In this role, the associate will have the opportunity to analyze industry trends and company financials under the direction of a Senior Analyst.
Summary of Responsibilities:
The associate will be primarily responsible for building and maintaining financial models, analysis of data, and industry/company news, ensuring correct and up-to-date information for research reports that are distributed to internal/external clients. The associate will also work closely with the team to write the aforementioned reports, including earnings reports, company reports, monthly/weekly publications and initiation reports. As part of this process, the associate 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 Asset Manager, Brokers and Exchange Research Team.
Over time, the associate will also be responsible for communicating recommendations to sales, trading and clients. In addition, the associate will help develop marketing materials for clients, meet with management teams of companies and attend industry conferences where appropriate.
Required Background:
Strong academic background, with a focus on accounting, finance, or economics preferred
1-3 years of related financial services experience, preferably in sell-side/buy-side equity research, investment banking, or public accounting.
Strong analytical and problem solving skills – excel skills will be critical
Excellent written and verbal communication skills
Ability to multi-task with strong attention to detail
Demonstrated ability to work in a time sensitive environment
Ability to work effectively in a team environment
Resourcefulness, entrepreneurial spirit and proven leadership qualities
Bachelor’s Degree
Qualifications:
Strong interest in global markets and the asset management industry
Solid experience in business modeling and financial statement analysis
Securities licensing a plus (Series 63 and 86/87)
CFA Candidate or designation also a plus
Primary Location Full Time Salary Range of $100,000 - $120,000.