Equity Research Senior Associate/VP – Brokers, Asset Managers and Exchanges jobs in United States
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Jefferies · 2 hours ago

Equity Research Senior Associate/VP – Brokers, Asset Managers and Exchanges

Jefferies is a leading global investment banking and capital markets firm, seeking an associate for its Brokers, Asset Managers & Exchanges Equity Research team. The role involves supporting the senior analyst with company and industry research, building detailed models, conducting fundamental analysis, and producing written research for clients and institutional sales.

BankingFinancial ServicesWealth Management
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H1B Sponsor Likelynote

Responsibilities

Creation and maintenance of detailed company and industry models covering brokers, asset managers, and exchanges
Producing in‑depth written research on individual companies and sector‑wide structural themes
Monitoring regulatory developments, capital markets activity, and industry trends that impact the BAX ecosystem
Developing strong relationships with industry contacts and company management teams
Communicating stock calls, thematic views, and key trends to institutional investors, salespeople, and other internal constituencies

Qualification

Financial statement analysisEquity researchSecurities licensingCapital markets knowledgeIntellectual curiosityWritten communicationProblem-solvingDetail-oriented

Required

Highly detail‑oriented, intellectually curious, and willing to work long hours
Passion for stocks, markets, and analyzing financial business models
Excellent written communication skills
Self‑motivated problem‑solver with the ability to manage multiple projects under tight deadlines
Fluency in accounting and financial statement analysis

Preferred

Experience in or knowledge of financials, capital markets, asset management, or exchanges a plus
Securities licensing a plus (Series 7/63 and 86/87)

Benefits

Annual discretionary incentive and retention bonus
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), and paid holidays
Paid parental leave

Company

Jefferies

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Jefferies provides research and execution services in equity, fixed income, and foreign exchange markets.

H1B Sponsorship

Jefferies has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (147)
2024 (122)
2023 (83)
2022 (183)
2021 (169)
2020 (60)

Funding

Current Stage
Late Stage
Total Funding
unknown
2012-11-12Acquired

Leadership Team

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Cameron Lester
Managing Director, Global Co-head of Tech Investment Banking
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David Windley
Managing Director
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Company data provided by crunchbase