equity research associate

Jefferies

<div>
 
 Job Description
 
 
 
 Jefferies Group LLC, the largest independent, global, full-service investment banking and capital markets firm headquartered in the U.S. focused on serving clients for 60 years, is a leader in providing insight, expertise and execution to investors, companies and governments. We offer deep sector expertise across a full range of products and services in investment banking, equities, fixed income, asset and wealth management in the Americas, Europe and the Middle East and Asia. Jefferies Group LLC is a wholly owned subsidiary of Jefferies Financial Group Inc. (NYSE: JEF), a diversified financial services company.
 
 
 
 Position Summary
 
 
 
 Jefferies is seeking an Equity Research Associate for its Energy Equity Research team which covers ~40 stocks. In this role, the associate will have the opportunity to analyze industry macro trends and company financials under the direction of senior members of the team. In particular, the associate will work closely with senior team members on Jefferies&rsquo; refining equity research coverage. The associate will be responsible for managing industry databases, updating presentations, and maintaining financial models as well as contributing to our flagship North American Energy Weekly report. In addition, the associate will manage updating the Jefferies refining price deck and refining weekly report. The associate will also work closely with the team to support producing reports, including earnings reports, company notes, monthly/weekly publications and initiation reports. Over time, the associate will also be responsible for communicating recommendations to sales, trading and clients.
 
 
 
 Responsibilities
 
 
 
 <ul>
 <li>
 Responsible for associate-level coverage of an array of energy stocks with a focus on US refiners
 </li>
 <li>
 Build and maintain detailed company models and industry databases, including the Jefferies refining price deck
 </li>
 <li>
 Work on recurring energy reports including our flagship North American Energy Weekly report and Refining Weekly report
 </li>
 <li>
 Write first look notes, contribute to longer thematic reports, and company initiations
 </li>
 <li>
 Field questions and communicate with sales and/or clients
 </li>
 <li>
 Maintain relationships with company IR teams.
 
 
 </li>
 </ul>
 
 Qualifications
 
 
 
 <ul>
 <li>
 Strong academic background, with a focus on accounting, finance, or economics with Bachelor's Degree
 </li>
 <li>
 1 -2 years experience of financial services experience with a preference for research experience
 </li>
 <li>
 Experience in oil &amp; gas (especially refining) is advantageous
 </li>
 <li>
 Advanced excel &amp; modelling skills are critical
 </li>
 <li>
 Experienced using FactSet and/or Bloomberg
 </li>
 <li>
 Ability to multi-task with strong attention to detail
 </li>
 <li>
 Demonstrated ability to work in a time sensitive environment
 </li>
 <li>
 Ability to work effectively in a team
 </li>
 <li>
 Excellent written and verbal communication skills
 </li>
 <li>
 CFA or progression towards CFA preferred
 
 
 </li>
 </ul>
 FINRA Series 63, 86 and 87 highly preferred (required within 5 months of hire)
 
 
 Primary Location Full Time Salary Range of $100,000 - $120,000.
 
 
 
 About Us
 
 
 
 Jefferies is a leading global, full-service investment banking and capital markets firm that provides advisory, sales and trading, research, and wealth and asset management services. With more than 40 offices around the world, we offer insights and expertise to investors, companies, and governments.
 
 
 At Jefferies, we are committed to building a culture that provides opportunities for all employees regardless of our differences and supports a workforce that is reflective of the communities where we work and live. As a result, we are able to pool our collective insights and intelligence to provide fresh and innovative thinking for our clients.
 
 
 Jefferies is committed to creating and sustaining a workforce that welcomes individuals from all backgrounds to apply. Our employment decisions are made without regard to race, creed, color, national origin, ancestry, religion, pregnancy, age, medical condition, physical or mental disability, marital status, domestic partner status, sex, sexual orientation, gender, gender identity or expression, veteran or military status, genetic information, reproductive health decisions, or any other factor protected by applicable law. We are committed to hiring the most qualified applicants and complying with all federal, state, and local equal employment opportunity laws. As part of this commitment, Jefferies will extend reasonable accommodation to individuals with disabilities, as required by applicable law.
 
 
 The salary offered will take into consideration an individual&rsquo;s experience level and qualifications. In addition to salary, Jefferies Financial Group is proud to offer a comprehensive benefits package to eligible, full-time employees or part-time employees, who are scheduled to work at least 30 hours or more per week, including an annual discretionary incentive and retention bonus, competitive employee benefits, including: medical, dental &amp; vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Jefferies also offers paid time off packages that include planned time off (e.g., vacation), unplanned time off (e.g., sick leave), and paid holidays, and for full-time employees, paid parental leave.
</div>

Equity Research Associate - Energy

Jefferies LLC

<div>Position Summary
 
 
Provide direct support to the Head of US Product Management and the Jefferies US Equity Research franchise.
 
 
Responsibilities
<ul><li>Assist in the daily early morning (5:30am) production process ahead of the 7:30am Equity Morning Call stock presentation meeting from the Research Dept to the Sales &amp; Trading teams
</li><li>Maintain department databases of stocks under coverage, new initiations, restricted stocks, risk dashboard, morning call attendance, Top Picks performance, thematic note and global note tallies
</li><li>Co-lead the production of several weekly thematic/stock research emails sent to institutional client base
</li><li>Understand equity research, compliance, publishing processes to serve as department wide resource
</li><li>Contribute to the Product team&rsquo;s publishing of department-wide, thematic and stock-focused research content
</li>Use Bloomberg or Factset and Excel to run equity screens, create charts for macro themes work, as well as sourcing of stock ideas that meet specified cap, valuation, growth criteria 
<li>
</li></ul>Qualifications:
<ul><li>Looking for diligent team player with a passion for stocks and the markets, strong writing skills, committed work ethic and unwavering attention to detail
</li><li>Confidence to communicate effectively, incorporate feedback, and collaborate in a team environment.
</li><li>Desire to be a continuous learner in a fast-paced department on a team with much responsibility
</li><li>Proficiency with Bloomberg or FactSet, Excel, PowerPoint is important
</li></ul>Primary Location Full Time Salary Range of $100,000 - $120,000.</div>

Equity Research Associate - Product Management

JPMorganChase

<div>JOB DESCRIPTION 
Job Summary:
Are you intellectually curious, highly communicative, an efficient writer, and good at building relationships, triangulating data, and solving puzzles? You have found the right team!
As an Associate in Equity Research covering Insurance, you will become an industry expert, helping to conduct and facilitate industry analysis and company-specific coverage. This involves core research ranging from dissecting earnings releases and regulatory filings to assessing relevant news events, modeling financial statements and industry dynamics, performing detailed valuation work, writing research notes and sector pieces, and speaking to internal and external clients and management teams about the stocks and sector. You will work with our partners in both Sales and Trading to provide comprehensive client coverage, including fulfilling client requests for market updates and market intelligence. Research is fast-paced, demanding and intellectually stimulating. We look for candidates who possess strong accounting, finance, quantitative and business writing and communication skills, as well as modelling, forecasting, and valuation experience.
Corporate and Investment Banking - Research
One of the world&rsquo;s most highly respected advisory franchises, J.P. Morgan&rsquo;s fundamental and quantitative research provides thoughtful and differentiated analyses on sectors and companies and actionable ideas and thematic insights that empower our clients to make well-informed investment and strategic decisions.
Job Responsibilities:
<ul><li>Build and maintain Excel-based models to forecast company financials and project industry dynamics</li><li>
Perform detailed valuation work to support stock recommendations</li><li>
Analyze complex data sets, news releases, regulatory filings, and industry events to shape your view of the industry and companies under coverage</li><li>
Write research notes on covered companies and sector reports and prepare presentations</li><li>
Build relationships and communicate effectively with internal and external clients, industry experts, and management teams
</li><li>Fulfill client requests in a timely and thorough manner</li><li>
Demonstrate intellectual curiosity and seek to generate ideas for differentiated research product</li></ul>
Required Qualifications:<ul><li>
FINRA licenses Series 86 and Series 87</li><li>
Two to three years of experience in equity research and/or investment banking</li><li>
Strong accounting, finance, quantitative and business communication skills, as well as modelling, forecasting, and valuation experience</li><li>
Advanced level of proficiency in Excel</li><li>
Ability to multi-task and collaborate within a team environment as well as work independently
</li><li>High level of organizational skills, excellent attention to detail, and a proven ability to meet deadlines in a dynamic environment</li><li>
Passion for the markets and interest in Insurance sector</li></ul>
Preferred qualifications:<ul><li>
CFA charterholder or progress towards CFA</li><li>
Some coding capabilities &ndash; e.g., VBA, Python</li></ul>
ABOUT US 
<div>
<div>JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world&rsquo;s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
</div><div>We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
<div>We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants&rsquo; and employees&rsquo; religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase &amp; Co. is an Equal Opportunity Employer, including Disability/Veterans 
</div></div></div> 
 
ABOUT THE TEAM 
 
J.P. Morgan&rsquo;s Commercial &amp; Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial &amp; Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.</div>

US Equity Research Insurance - Associate

Citizens

<div>
 
 Description
 
 
 
 Citizens' equity research department covers 400+ public companies and provides institutional clients with comprehensive industry knowledge, unique insight and actionable information. Our senior research analysts are charged with developing proprietary investment themes, anticipating secular and cyclical changes and producing action-oriented reports. Citizens follows companies in seven broad growth industries: Technology, Healthcare, Financial Services, Consumer, Industrial , Digital Infrastructure and Real Estate&mdash;and produces specialized equity research that enables investors to understand and invest in complicated growth stocks profitably.
 
 
 We are seeking an Associate to join its Healthcare Research Group in New York, specifically working within the Biotechnology and Biopharmaceuticals team. The Research Associate will be involved in all facets of research activities and will play an integral role supporting the coverage of more than 25 publicly traded biotech and biopharma companies interacting with company executives, presenting to the salesforce, and communicating with public investors, venture capital firms and private equity firms.
 
 
 The specific responsibilities of the Associate include, but are not limited to, writing research reports, financial analysis and modeling, conducting industry and company-specific research, coordinating the various processes involved in generating actionable, proprietary research.
 
 
 As part of their responsibilities, the associate will be expected to study for and pass the Securities Industry Essentials (SIE) exam as well as the Series 86 and Series 87 exams.
 
 
 
 Responsibilities
 
 
 
 <ul>
 <li>
 Create and maintain financial models
 </li>
 <li>
 Perform financial analysis and due diligence
 </li>
 <li>
 Write company specific and thematic investment-driven research reports
 </li>
 <li>
 Conduct research from the primary literature, proprietary databases, tailored industry surveys
 </li>
 <li>
 Attend meetings with management teams and investor conferences
 </li>
 <li>
 Analyze and update investment themes and ideas across the Internet sector
 </li>
 <li>
 Respond to requests from institutional sales force and from clients
 
 
 </li>
 </ul>
 
 Skills/Qualifications Required
 
 
 
 <ul>
 <li>
 1-2 years of research experience strongly preferred
 </li>
 <li>
 Live in, or ability to relocate to, New York
 </li>
 <li>
 An understanding of stocks and the stock market
 </li>
 <li>
 Basic understanding of accounting and finance
 </li>
 <li>
 Bachelor's degree along with outstanding academic achievement, preferably in fields of biomedical science, MD/PhD strongly preferred. CFA, MBA, or courses in financial modeling or accounting preferable.
 </li>
 <li>
 High level of proficiency with Excel
 </li>
 <li>
 Strong verbal and written communication skills
 </li>
 <li>
 Strong leadership and team working skills
 </li>
 <li>
 Superior work ethic
 
 
 </li>
 </ul>
 
 Hours &amp; Work Schedule
 
 
 
 <ul>
 <li>
 Hours per Week: 40
 </li>
 <li>
 Work Schedule: Mondays to Fridays in person at 1301 Avenue of the Americas, New York, New York
 
 
 </li>
 </ul>
 
 Pay Transparency
 
 
 
 The salary range for this position is $110,000 to $140,000 per year, plus an opportunity to earn an annual discretionary bonus. Actual pay is based on various factors including but not limited to the work location, and relevant skills and experience.
 
 
 We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens&rsquo; paid time off policy exceeds the mandatory, paid sick or paid time-away policy of very local and state jurisdiction in the United States. For an overview of our benefits, visit https://jobs.citizensbank.com/benefits.
 
 
 
 Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance.
 
 
 
 
 Equal Employment Opportunity
 
 
 
 Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague&rsquo;s or a dependent&rsquo;s reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability.
 
 
 
 Why Work for Us
 
 
 
 At Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth
 
 
 Posting End Date: 04/15/2026
</div>

Associate Equity Research - Biopharma and Biotech

Bank of America

<div>Job Description:
The Large/ Mid Cap Biopharma Equity Research team is seeking an Equity Research Analyst or Associate with a well-rounded pedigree in life science and finance. The role offers direct exposure to a top-three ranked Institutional Investor analyst and expanding coverage across large-cap pharma, with responsibilities spanning fundamental research, financial modeling, policy analysis, and industry-related litigation. The candidate for this position should be intellectually curious and have a deep desire to learn.
The ideal candidate possesses a life science background and experience with financial modeling in either sell-side research, life science consulting or healthcare investment banking.
He or she will work alongside the Senior Analyst and Associates in all aspects of the research process, from idea generation to modeling, including but not limited to the following:<ul><li>
Write industry and company research reports, including earnings results, forward-looking thematic pieces, and event-driven updates</li><li>
Build and maintain financial models and drug category market models</li><li>
Analysis of industry macro trends and company financial results</li><li>
Build relationships and facilitate information flow with contacts at covered companies</li><li>
Seek out new, value-added and/or unusual sources of information</li><li>
Monitor news flow and proactively flag stock-impacting developments, particularly when the Senior Analyst is traveling</li><li>
Communicate the team&rsquo;s investment recommendations to sales, trading and institutional investor clients</li><li>
This position has a requirement of being in the office 4 days per week.</li></ul>
Qualifications:<ul><li>
Bachelor&rsquo;s Degree or equivalent years of experience; advanced degree in life science discipline or relevant industry-experience is a plus</li><li>
Ideal candidate would have 1-4 years of experience in biopharma equity research, buy side experience or investment banking experience</li><li>
Strong writing and financial modeling skills are required</li><li>
Demonstrated interest in public equity markets and fundamental research</li><li>
Academic background in a life science field and should understand economics, macroeconomic factors and policy</li><li>
Excellent written and verbal communication skills, strong attention to detail, and the ability to manage multiple priorities while contributing in a highly collaborative, team-oriented environment</li><li>
Must have strong desire to be a team player and view team&rsquo;s success as a reflection of individual success</li></ul>
Shift:
1st shift (United States of America)
Hours Per Week:
40</div>

Analyst/ Associate - Equity Research, US Biopharma (Large-Cap & Mid-Cap)

YO IT CONSULTING

<div>An opportunity is available for U.S./Canada-based Equity Research Experts to contribute to a research project with a leading foundational AI lab.
<h3 class="jobSectionHeader">You are a good fit if you:</h3>
<ul><li>Have at least 2 years of experience working at top firms in equity research</li>
<li>Have hands-on experience analyzing and extracting information from public SEC filings</li>
</ul><h3 class="jobSectionHeader">Role Details:</h3>
<ul><li>Minimum commitment: 10 hours per week</li>
<li>Duration: At least 4 weeks starting in mid-February</li>
</ul>Strong performance may increase the likelihood of being selected for future projects.
<h3 class="jobSectionHeader">Additional Information:</h3>
<ul><li>Open to all qualified applicants, with equal opportunity and reasonable accommodations provided upon request</li>
<li>This is a fully remote, independent contractor role with a flexible schedule</li>
<li>Project duration may vary based on business needs and performance</li>
<li>Payments are made weekly via Stripe or Wise based on completed work</li></ul></div>

Equity Research Expert - Remote

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10000 equity research associate jobs Near Me

Equity Research Associate - Energy

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Associate Equity Research - Biopharma and Biotech

Analyst/ Associate - Equity Research, US Biopharma (Large-Cap & Mid-Cap)

Equity Research Expert - Remote

Equity Research Expert - Remote