Jefferies Financial Group

Equity Research Business Associate - Washington & Sustainability Strategy

Jefferies Financial Group$100K — $120K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree with a strong academic record
  • Preferred background in public policy, economics, finance, business, sustainability, or political science
  • Excellent communication and organizational skills for managing stakeholders
  • Ability to handle multiple priorities in a fast-paced setting
  • Advanced proficiency in Microsoft Excel
  • Team-oriented mindset with collaborative working ability
  • Proactive and resourceful with strong follow-through

Responsibilities

  • Develop and originate event ideas related to public policy and sustainability with the research team
  • Source and coordinate speakers from various sectors including corporate and government
  • Manage logistics and execution for webinars, client meetings, and in-person events
  • Maintain databases for speakers and event activities
  • Prepare marketing materials and event documentation like agendas and summaries
  • Collaborate with Corporate Access and Sales teams to enhance client engagement
  • Track event performance and participate in initiatives to improve market presence

Benefits

  • Opportunity to work closely with a high-profile team
  • Build a professional network across government, industry, and investment fields
  • Exposure to dynamic issues in finance and policy
  • Chance to enhance organizational and project management skills in real-time situations
  • Support for career growth at the intersection of finance and sustainability
Full Job Description
Job Description

Overview

Jefferies is seeking a Business Associate to support the Washington & Sustainability Strategy team led by Dr. Aniket Shah. The role focuses on event origination, speaker outreach, event coordination, and relationship management, partnering closely with the Managing Director and Research Associates to enhance the franchise's visibility and client engagement.

This position is ideal for someone eager to build a career at the crossroads of finance and policy while working alongside a high-profile team and expanding a professional network across government, industry, and investing. The ideal candidate is highly organized, detail-oriented, and responsive, with the ability to manage multiple priorities and time-sensitive requests in a fast-paced environment while interacting with senior executives, policymakers, industry experts, and institutional investors.

Responsibilities
  • Develop and originate webinar and event ideas on public policy, geopolitics, sustainability, and related investment themes in partnership with the research team.
  • Source, engage, and coordinate internal and external speakers, including corporate executives, policymakers, academics, and industry experts.
  • Manage all event logistics, scheduling, compliance requirements, communications, and execution for webinars, expert calls, in-person events, and client meetings.
  • Maintain and enhance databases of speakers, industry experts, clients, and event activities.
  • Prepare marketing materials, briefing documents, speaker biographies, agendas, and post-event summaries.
  • Partner closely with Corporate Access, Sales, Trading, and Investment Banking teams to maximize client engagement and event participation.
  • Manage team calendars and support the day-to-day administrative and operational needs of the research franchise.
  • Track event performance metrics and support initiatives aimed at expanding the team's client reach and market presence.

Required Background
  • Bachelor's degree with a strong academic record.
  • Background in public policy, economics, finance, business, sustainability, political science, or a related field preferred.
  • Excellent communication, organizational, and project management skills, particularly when working with senior and high-profile stakeholders.
  • Ability to respond quickly and manage competing priorities in a fast-paced environment.
  • Advanced proficiency in Microsoft Excel.
  • Demonstrated ability to work collaboratively in a team-oriented environment.
  • Proactive, resourceful, and highly organized with strong follow-through.
  • Willingness to work outside normal business hours on occasion to support event execution and client engagement activities.

Primary Location Full Time Salary Range of $100,000 - $120,000.

About Jefferies Financial Group

Jefferies Financial Group Inc. is a diversified financial services company that operates in investment banking, capital markets, asset management, and direct investing. The company was founded in 1962 and is headquartered in New York City. Jefferies Financial Group has operations in over 30 countries and employs over 4,000 people. The company's businesses include Jefferies, a global investment bank; Leucadia Asset Management, an asset management firm; and Berkadia, a commercial real estate company. Jefferies Financial Group is publicly traded on the New York Stock Exchange under the ticker symbol JEF.
Learn more about Jefferies Financial Group
Size
4,400 employees
Market Cap
$8 billion
Industry
Net Income
$775.2 million
5 Year Trend
-9.8%
Revenue
$6.7 billion

Similar Jobs

More Jobs at Jefferies Financial Group

More Finance & Insurance Jobs

Find similar Equity Research Business Associate - Washington & Sustainability Strategy jobs: