Jefferies Financial Group

Equity Research Senior Associate - Consumer (US)

Jefferies Financial Group$135K — $165K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 3+ years in equity research or buyside investment management
  • Advanced financial & data modeling skills with Excel
  • Strong proficiency in AI tools and prompt development
  • Effective verbal and written communication skills
  • Interest in the consumer industry with relevant experience
  • Creative, detail-oriented, and collaborative mindset
  • Ambition to achieve independent coverage over time

Responsibilities

  • Conduct proprietary research on competitive landscape
  • Engage with management teams and institutional investors
  • Build and maintain financial models and databases
  • Write comprehensive research reports
  • Develop and execute innovative project ideas

Benefits

  • Work within a highly collaborative team environment
  • Access to leading edge financial research tools
  • Opportunity for professional growth in coverage independence
  • Engagement with industry leaders and key opinion makers
  • Exposure to a diverse range of consumer-focused sectors
Full Job Description
Job Description

Jefferies is seeking an equity research senior associate to join our team covering Consumer (Beverages, Consumer Products, Health & Wellness). Coverage areas include leading and emerging brands, suppliers, distributors, innovators, and retailers across the consumer landscape.

Responsibilities will include:
  • Conducting proprietary research evaluating the competitive landscape, analyzing industry news and company filings, attending conferences, and speaking with key opinion leaders
  • Interfacing with company management teams, internal sales and trading personnel, and institutional investors
  • Building and maintaining financial models and proprietary databases
  • Writing research reports for initiations of coverage, analysis of data, and industry/company news
  • Conceiving and executing on differentiated project ideas

Key qualifications:
  • 3+ years of equity research or buyside investment management experience
  • Extremely proficient in financial & data modeling utilizing Excel, alternative data, coding, AI
  • Strong familiarity with AI tools and agents, including experience with prompt development and leveraging AI to enhance workflows and productivity
  • Solid ability to communicate effectively both verbally and in writing
  • Interested in the industry topic area, with some degree of familiarity with the industry as analyst or consumer
  • Motivated, creative, committed, detail-oriented, collaborative...personable
  • Aspiration to develop coverage independence over time

Primary Location Full Time Salary Range of $135,000 - $165,000.

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

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