# Equity Research Associate - Strategy

[Jefferies](https://www.jorb.ai/firms/jefferies.md) · New York · United States · [Research](https://www.jorb.ai/jobs/research.md)

Jefferies is hiring a Equity Research Associate - Strategy in New York. Posted 2026-08-21; applications close 2026-10-20.

**Apply**: https://hdid.fa.us2.oraclecloud.com/hcmUI/CandidateExperience/en/sites/CX_1/job/4776

Posted 8h ago.

## Role details

## Key Responsibilities

  
- Build, maintain, and enhance financial models and databases that support ongoing and bespoke research needs.
  
- Support senior strategists in authoring high-quality research reports, thematic pieces, and marketing materials that clearly communicate investment views with actionable insights to internal and external stakeholders.
  
- Conduct quantitative and fundamental analysis of U.S. equity markets, sectors, styles, and factors.
  
- Assist in creating charts, exhibits, and statistical analyses used in published research.
  
- Monitor market developments, earnings trends, economic data releases, and investment flows.
  
- Collaborate effectively with cross-regional and cross-team stakeholders to produce high-quality, cross-discipline research reports.
  
- Collaborate with sales and trading to communicate investment views and market related themes.
  
- Leverage proprietary, third-party, and alternative datasets to identify trends and support differentiated investment recommendations.

## Qualifications

  
- Bachelor’s degree in Finance, Economics, Mathematics, Statistics, Computer Science, or a related field; advanced degree or CFA a plus.
  
- 1–3 years of experience in equity research, investment strategy, asset management, or a related analytical role.
  
- Strong attention to detail and ability to manage multiple projects simultaneously.
  
- Exceptional analytical and problem-solving skills.
  
- Exceptional written and verbal communication skills, with strong attention to detail.
  
- Passion for financial markets, investing, and macro-economic trends.
  
- Demonstrated ability to synthesize large amounts of information into clear and actionable investment conclusions.
  
- Advanced proficiency in Excel and PowerPoint.
  
- Experience working with large datasets and statistical analysis.
  
- Programming experience in Python, R, SQL, or similar analytical tools.
  
- Familiarity with financial data platforms such as FactSet, Bloomberg, Capital IQ, or similar resources is preferred.
  
- Experience with data visualization tools is a plus.
  
- FINRA licenses (Series 7, 63, 86, and 87) or ability to obtain them upon hire preferred.

## Why Join Our Team?

Work alongside the U.S. Strategy team, contribute directly to published research, engage with institutional investors, and develop a deep understanding of market dynamics, quantitative analysis, and investment strategy in a highly collaborative environment.

**Primary Location:** Full Time

**Salary Range:** $100,000 - $120,000

## Applying to this role

This Equity Research Associate - Strategy role at Jefferies runs through the firm's own careers portal and expects a CV and cover letter written specifically for the posting, not a portable submission carried across firms. Jorb AI's application agent tailors a CV and cover letter from your background to this posting and tracks the role alongside the rest of your applications.

[Tailor this application](https://www.jorb.ai/signup?ref=job-atom&firm=jefferies&job=6a88aed646ffae0b6e25f8f3)

## More open roles at Jefferies

- [2027 Investment Banking Summer Associate Program – Capital Structure Solutions Group](https://www.jorb.ai/jobs/6a6da7fb30f5016d8ce66d47.md) – New York, posted 20d ago
- [2027 Investment Banking Summer Associate Program – New York, Financial Institutions Group](https://www.jorb.ai/jobs/6a6da7fb30f5016d8ce66d48.md) – New York, posted 20d ago
- [2027 Investment Banking Summer Associate Program –  Charlotte or New York, Real Estate, Gaming & Lodging Group](https://www.jorb.ai/jobs/6a6da7fb30f5016d8ce66d4b.md) – New York, posted 20d ago
- [2027 Summer Analyst Program - Investment Banking - Hong Kong](https://www.jorb.ai/jobs/6a3bce07f17e3c5f63fae634.md) – Hong Kong, posted 1mo ago
- [2027 Investment Banking Summer Associate Program – New York, Generalist](https://www.jorb.ai/jobs/6a6da7fb30f5016d8ce66d49.md) – New York, posted 20d ago

## Other open Research roles

- [Global Investment Research - Internship](https://www.jorb.ai/jobs/6a5d2e88907f368a9390e681.md) at [HSBC](https://www.jorb.ai/firms/hsbc.md) – Hong Kong, posted 10mo ago
- [2027 UK Rothschild & Co Redburn Research Summer Intern programme - London](https://www.jorb.ai/jobs/6a861a69fd6e7eb7e012a852.md) at [Rothschild & Co](https://www.jorb.ai/firms/rothschild-co.md) – London, posted 3d ago
- [Equity Research Analyst Intern](https://www.jorb.ai/jobs/6a833103b4fd0d4eb3f652ca.md) at [MFS](https://www.jorb.ai/firms/mfs.md) – Singapore, posted 5d ago
- [Ratings Associate, Banking](https://www.jorb.ai/jobs/6a8644363f90db58e9ed0104.md) at [Moody](https://www.jorb.ai/firms/moody.md) – Singapore, posted 5d ago
- [2027 | EMEA | London | Global Investment Research | Macro Research, Portfolio Strategy | Seasonal/Off-cycle Internship](https://www.jorb.ai/jobs/6a801ce000447c44a69c6224.md) at [Goldman Sachs](https://www.jorb.ai/firms/goldman-sachs.md) – London, posted 7d ago

---

Updated: 2026-08-22
Canonical: https://www.jorb.ai/jobs/6a88aed646ffae0b6e25f8f3
