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Associate, Equity Research – Technology and Information Services

San Francisco, CA, USA | Jefferies & Company

  • Industry:
    Banking / Investment Banking
  • Position Type:
  • Functions:
    Financial Services Professional
  • Experience:
    3-5 years
Job Description:
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Research strategy, positioning, development, authorship and commercialization

Modeling financial statements and conducting fundamental research

Writing timely & actionable research reports on public companies

Tracking and analyzing industry themes, news, data and trends

Maintaining relationships with company and industry contacts

Interacting with institutional sales, corporate, and buyside clients

Attending industry events (some travel may be required)




Intellectual curiosity, avid reader, broad-based knowledge spanning multiple industries, a self-starter, and tenacious

Strong listening, verbal, written communication, and organizational skills are essential to being effective in this role

Ability to build complicated financial modeling skills from the ground up (writing & modeling test will be given in the second round)

General knowledge of finance and accounting

Excellent analytical ability & familiarity with spreadsheets

General interest in and understanding of technology

Ability to synthesize, simplify, and present complex information to a wide audience

Strong interpersonal skills to enable development and maintain relationships with team members, buy-side clients and corporate contacts

Team oriented, collaborative, and highly motivated

Preferred but not Required Experience and/or Accreditations

CPA and/or CFA

Equity research, investment banking, or private equity

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