Bachelor's degree required; advanced degree and/or CFA designation preferred.
7+ years of experience in Equity Research, Strategy, Research Product Management, Financial Journalism, or a related function.
Exceptional writing and editing skills for distilling complex investment topics into concise content.
Strong understanding of equity research workflows and compliance requirements.
Excellent communication skills for client-facing and executive-level presentations.
Proven passion for financial markets and investment research.
Advanced proficiency with Bloomberg, Excel, and Claude/CoPilot.
Responsibilities
Partner with the Head of US Product Management to execute strategic content initiatives.
Lead the daily equity research product management process and oversee content production.
Utilize Bloomberg and alternative data to identify emerging investment themes.
Collaborate with analysts to produce timely, cross-sector content and market outlooks.
Work with various teams on publication and global research initiatives.
Support departmental infrastructure including publishing workflows and performance metrics.
Mentor junior team members and contribute to the development of the Research Product Management function.
Benefits
Collaborative work environment with senior leadership.
Opportunity to shape high-impact research content.
Access to advanced tools and data sets for research.
Mentorship opportunities for professional development.
Engagement with a diverse range of teams across the firm.
Full Job Description
Job Description
Position Summary
Jefferies is seeking a Vice President to join the US Equity Research Product Management team. This individual will partner with Research leadership to develop, shape and deliver high-impact research content from US Equity Research franchise. The role requires strong writing skills, broad equity market expertise, the ability to create and help deliver research insights on behalf of the department and the team to enhance the firm's research offering and support institutional client relationships.
Key Responsibilities
Partner closely with the Head of US Product Management and senior Research management to execute strategic content initiatives across the US Equity Research platform.
Lead the daily equity research product management process, overseeing the production and distribution of content supporting the Equity Morning Call and broader Sales & Trading organization.
Utilize Bloomberg, Macro/Fixed Income teams and alternative data sets to identify emerging investment themes and inform content development.
Partner with the analysts and Research leadership to produce differentiated, timely, cross-sector and thematic content, market outlook, screens and top ideas pieces to increase the visibility, relevance, and client impact.
Collaborate with Research, Sales, Trading, Compliance and Data teams on publication, distribution and broader global research initiatives
Support and enhance departmental infrastructure including publishing workflows, research publication metrics, analyst performance dashboards and Top Picks performance.
Mentor junior team members and contribute to the ongoing development of the Research Product Management function.
Qualifications
Bachelor's degree required; advanced degree and/or CFA designation preferred.
7+ years of experience in Equity Research, Strategy, Research Product Management, Financial Journalism, or a related function within financial services.
Exceptional writing and editing skills, with an ability to identify and distill complex investment and market topics into concise, compelling content.
Strong understanding of equity research workflows, compliance requirements, content publishing processes, and institutional client engagement.
Excellent written and verbal communication skills, with experience creating client-facing and executive-level presentations.
Proven passion for financial markets, equities, and investment research.
Advanced proficiency with Bloomberg, Excel, Claude/CoPilot.
Unwavering attention to detail and ability to operate effectively in a fast-paced, deadline-driven environment.
Primary Location Full Time Salary Range of $175,000 - $235,000.
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.
