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investment associate

BroadLight Capital

<div>
 
 BroadLight Capital is a venture and growth equity firm investing across AI and internet. Our LP base and network &ndash; including leading artists, athletes, and entertainers &ndash; give us a unique distribution advantage that opens doors for founders. Our portfolio includes category-defining companies like ElevenLabs, Black Forest Labs, EvenUp, Function Health, Perplexity and Higgsfield.
 
 
 
 
 
 As we continue to build our platform, we're looking for an Associate to join our investment team. This is a role for someone who wants real ownership over their work and is ready to operate with the autonomy and accountability of a more senior investor from day one.
 
 
 
 
 
 What you'll do
 
 <ul>
 <li>
 Source and evaluate investment opportunities across AI infrastructure, AI applications, and consumer internet
 </li>
 <li>
 Lead primary research and competitive analysis to support diligence on active deals
 </li>
 <li>
 Build financial models and prepare investment memos for partnership review
 </li>
 <li>
 Support portfolio companies with market intelligence, hiring, and strategic introductions
 </li>
 <li>
 Assist with fundraising process and investor communications for Fund II
 </li>
 <li>
 Represent BroadLight at industry events, conferences, and founder dinners
 </li>
 </ul>
 
 
 
 
 What we're looking for
 
 <ul>
 <li>
 2&ndash;4 years of experience in investment banking or venture capital
 </li>
 <li>
 Strong analytical foundation with a track record of rigorous, independent thinking
 </li>
 <li>
 Genuine intellectual curiosity about AI and the consumer internet landscape
 </li>
 <li>
 Exceptional written and verbal communication skills; ability to distill complex ideas clearly
 </li>
 <li>
 High agency and ownership mentality
 </li>
 <li>
 Existing network in tech, media, sports, or entertainment is a plus, not a requirement
 </li>
 </ul>
 
 
 
 
 Why BroadLight
 
 <ul>
 <li>
 Exposure to the full investment lifecycle &ndash; sourcing through exit
 </li>
 <li>
 Access to a unique and strategic LP network of artists, athletes, and entertainers with real platform and reach
 </li>
 <li>
 A lean, high-conviction team that moves fast and trusts each other
 </li>
 </ul>
 
 
 
 
 To apply:&nbsp;Send a brief note and your resume to careers@broadlightcapital.com.
 
 
 
 
 
 Compensation range: $150k-300k.
 
</div>

Investment Associate

Marathon Asset Management

<div>
 Marathon Asset Management is a leading global asset manager specializing in public and private credit with ~$24 billion in assets under management. Marathon is recognized as a distinguished leader with 27+ years of exceptional performance and partnership. Marathon&rsquo;s integrated global credit platform is driven by our specialized, highly experienced, and disciplined teams across Private Credit: Direct Lending, Asset Based Lending and Opportunistic Credit and Public Credit: High Yield, Leveraged Loans &amp; CLOs, Emerging Markets, and Structured Credit. Marathon&rsquo;s mission is to build lasting partnerships with an unwavering commitment to delivering best-in-class performance, service, and reliability on behalf of our clients.
 
 
 
 Responsibilities
 
 
 
 <ul>
 <li>
 Underwrite and size commercial real estate loans across multiple asset classes by analyzing financial statements, property cash flows, and market data.
 </li>
 <li>
 Conduct comprehensive due diligence, including gathering and reviewing documentation from borrowers, brokers, and third parties.
 </li>
 <li>
 Prepare and present detailed credit memorandums and financial models for investment committee review.
 </li>
 <li>
 Support the structuring, negotiation, and closing of investment transactions in coordination with deal teams, legal, and closing departments.
 </li>
 <li>
 Participate in deal pipeline management, early-stage deal screening, and ongoing portfolio monitoring and compliance reporting.
 </li>
 <li>
 Interface with borrowers and industry partners to ensure timely and accurate transaction execution
 
 
 </li>
 </ul>
 
 Qualifications
 
 
 
 <ul>
 <li>
 Bachelor&rsquo;s or Master&rsquo;s degree in Finance, Mathematics, Engineering, Statistics, Quantitative Finance, or related quantitative field preferred.
 </li>
 <li>
 Advanced proficiency in Excel and financial modeling as well as Power Point.
 </li>
 <li>
 Hands-on experience building, running, and interpreting complex financial models and large datasets for investment analysis.
 </li>
 <li>
 Proven skills in analytical thinking, risk assessment, and scenario analysis &ndash; ideally experience in CRE, fixed income, or credit risk roles.
 </li>
 <li>
 Thrive in fast-paced, high-stakes environments; hungry to learn, excel, and advance on a team of CRE investment experts
 
 
 </li>
 </ul>
 The average salary for this role is $125,000 - $150,000 base pay and exclusive of any bonuses or benefits. The base pay offered will be determined based on your experience, location, skills, training, certifications and education, and in addition we will also consider internal equity and market data.
 
 
 No agencies please
 
 
 Equal Opportunity Employer M/F/D/V
</div>

Investment Associate - Commercial Real Estate Team

JPMorganChase

<div>JOB DESCRIPTION 
<div>
At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. 
</div><div></div> 
<div>As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will provide client service, operational marketing and administrative support to Private Client Advisors within Wealth Management.</div><div> 
</div><div>Job responsibilities</div><div><ul><li>
Support Advisors book of business including but not limited to facilitating accurately and timely operational requests such as account opening, money movement and investment trades</li><li>
Aid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation</li><li>
Assist in managing relationship and account reviews, promoting firm services to deepen client relationships; prepare timely and accurate performance reports</li><li>
Actively engage in Risk Management; including Know Your Customer procedures, Account Reviews and Inquires</li><li>
Support business unit operational procedures and compliance requirements (e.g. completion of required operational forms and documentation)</li><li>
Prioritize daily work, track progress for current work, and consistently meet deadlines</li><li>
Maintain and foster team culture
</li></ul></div><div>Required qualifications, capabilities, and skills</div><div><ul><li>
A valid and active Series 7 license is required or may be obtained within a 120 day condition of employment</li><li>
If you were registered after October 1, 2018 you must also have a valid and active Securities Industry Essential (SIE) exam</li><li>
A valid and active Series 66 (63/65), and Life and Health Insurance license must be obtained within 120 days of starting in the role as a condition of employment</li></ul></div><div> 
INVESTMENT AND INSURANCE PRODUCTS ARE:</div><div> 
&bull; NOT FDIC INSURED &bull; NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY &bull; NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES &bull; SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED</div><div> 
Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase &amp; Co. Products not available in all states.</div>
ABOUT US 
Chase is a leading financial services firm, helping nearly half of America&rsquo;s households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
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.
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.
Equal Opportunity Employer/Disability/Veterans 
 
 
ABOUT THE TEAM 
<div>
Our Consumer &amp; Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We&rsquo;re proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions &ndash; all while ranking first in customer satisfaction.</div><div> 
 
</div><div>We are here to help you manage your money with checking, savings and credit cards, combining the latest banking technology with comprehensive solutions to meet the financial needs of nearly half of U.S. households.</div></div>

J.P. Morgan Wealth Management - Private Client Investment Associate - Lower Midtown, New York

BlackRock

<div>
 
 About This Role
 
 
 
 BlackRock's Investment &amp; Portfolio Solutions (IPS) mission is to bring our clients investable market insights tied to product and portfolio solutions across the full range of public and private markets. We strive to drive commercial outcomes with actionable market views and portfolio insights to help build better portfolios. The portfolio consulting team is an investment team that specializes in building custom investment solutions using deep investment expertise, cutting-edge technology, and market insights. Consultants are client-facing technical professionals who work alongside distribution teams to lead engagements that diagnose client investment challenges and shape solutions. They partner closely with investment strategy, product, and portfolio management teams across the business to drive value in client relationships. The team covers institutional client segments such as asset managers, insurance companies, pensions, endowments, foundations, and family offices, as well as the retail advisory segment.
 
 
 
 Primary Responsibilities
 
 
 
 <ul>
 <li>
 Partnering with the Sales team to integrate Portfolio Consulting as a key driver of whole-portfolio solutions for predominantly institutional clients.
 </li>
 <li>
 Responding to client consulting requests by crafting robust portfolio analyses. Types of requests include, but are not limited to, returns-based style analysis, holdings-based risk factor analysis, stress testing evaluations, and tracking error optimizations.
 </li>
 <li>
 Supporting client conference calls by delivering market knowledge and contributing to the construction of efficient and thoughtful investment solutions, with considerations for current economic conditions.
 </li>
 <li>
 Partnering with teams across the firm to leverage best practices, expertise, and tools to enhance investment capabilities and create additional capacity.
 </li>
 <li>
 Contributing to the development and execution of channel business strategy, including delivery of existing objectives and applying technology to build scale.
 </li>
 <li>
 Supporting the prioritization of client engagements and internal initiatives under senior team guidance.
 </li>
 <li>
 Contributing to presentations and investment papers that effectively communicate insights, strategies, and research to clients and stakeholders.
 </li>
 <li>
 Continually expanding and deepening investment, portfolio construction, and product suite knowledge.
 
 
 </li>
 </ul>
 
 Skills &amp; Qualifications
 
 
 
 <ul>
 <li>
 3&ndash;5 years of experience in investment management, portfolio analytics, financial services, or a related field.
 </li>
 <li>
 BA/BS in finance, economics, or a related field; CFA designation or progress toward CFA is desirable.
 </li>
 <li>
 Strong interpersonal and relationship management skills.
 </li>
 <li>
 Strong written and verbal communication skills, including the ability to convey complex investment information clearly.
 </li>
 <li>
 An understanding of ETFs, mutual funds, and other investment vehicles.
 </li>
 <li>
 Knowledge of private markets and the role of alternatives in a portfolio.
 </li>
 <li>
 Comfort with public speaking and client-facing presentation delivery.
 </li>
 <li>
 Detail-oriented with strong analytical skills to interpret complex investment product information and identify appropriate solutions for investment professionals.
 </li>
 <li>
 Ability to work flexibly and adapt to changing requirements and priorities.
 </li>
 <li>
 Strong Excel and PowerPoint skills required. Familiarity with industry software (Morningstar Direct, Bloomberg, Refinitiv, MPI, etc.) is a plus.
 </li>
 <li>
 Familiarity with AI tools and emerging technologies that can enhance research, analytics, and workflow efficiency, with an understanding of responsible use, governance, and quality control in an investment environment is a plus.
 </li>
 <li>
 Collaborative individual with strong ethical values.
 
 
 </li>
 </ul>
 For New York, NY Only the salary range for this position is USD$116,000.00 - USD$155,000.00 . Additionally, employees are eligible for an annual discretionary bonus, and benefits including healthcare, leave benefits, and retirement benefits. BlackRock operates a pay-for-performance compensation philosophy and your total compensation may vary based on role, location, and firm, department and individual performance.
 
 
 
 Our Benefits
 
 
 
 To help you stay energized, engaged and inspired, we offer a wide range of benefits including a strong retirement plan, tuition reimbursement, comprehensive healthcare, support for working parents and Flexible Time Off (FTO) so you can relax, recharge and be there for the people you care about.
 
 
 
 Our hybrid work model
 
 
 
 BlackRock&rsquo;s hybrid work model is designed to enable a culture of collaboration and apprenticeship that enriches the experience of our employees, while supporting flexibility for all. Employees are currently required to work at least 4 days in the office per week, with the flexibility to work from home 1 day a week. Some business groups may require more time in the office due to their roles and responsibilities. We remain focused on increasing the impactful moments that arise when we work together in person &ndash; aligned with our commitment to performance and innovation. As a new joiner, you can count on this hybrid model to accelerate your learning and onboarding experience here at BlackRock.
 
 
 
 About BlackRock
 
 
 
 At BlackRock, we are all connected by one mission: to help more and more people experience financial well-being. Our clients, and the people they serve, are saving for retirement, paying for their children&rsquo;s educations, buying homes and starting businesses. Their investments also help to strengthen the global economy: support businesses small and large; finance infrastructure projects that connect and power cities; and facilitate innovations that drive progress.
 
 
 This mission would not be possible without our smartest investment &ndash; the one we make in our employees. It&rsquo;s why we&rsquo;re dedicated to creating an environment where our colleagues feel welcomed, valued and supported with networks, benefits and development opportunities to help them thrive.
 
 
 For additional information on BlackRock, please visit @blackrock | Twitter: @blackrock | LinkedIn: www.linkedin.com/company/blackrock
 
 
 BlackRock is proud to be an equal opportunity workplace. We are committed to equal employment opportunity to all applicants and existing employees, and we evaluate qualified applicants without regard to race, creed, color, national origin, sex (including pregnancy and gender identity/expression), sexual orientation, age, ancestry, physical or mental disability, marital status, political affiliation, religion, citizenship status, genetic information, veteran status, or any other basis protected under applicable federal, state, or local law.
 
 View the
 
 
 EEOC&rsquo;s Know Your Rights poster and its supplement
 
 
 and the
 
 
 pay transparency statement.
 
 
 
 BlackRock is committed to full inclusion of all qualified individuals and to providing reasonable accommodations or job modifications for individuals with disabilities. If reasonable accommodation/adjustments are needed throughout the employment process, please email Disability.Assistance@blackrock.com. All requests are treated in line with our
 
 privacy policy
 
 .
 
 
 BlackRock will consider for employment qualified applicants with arrest or conviction records in a manner consistent with the requirements of the law, including any applicable fair chance law.
</div>

Associate, Investment Solutions/Portfolio Consulting

mLabs

<div>Location: New York, United States &bull; London, United Kingdom (Hybrid)
Hybrid/Remote| Full-time
Compensation: $120K - $150K
We are hiring on behalf of our client, a leading innovator in the blockchain and decentralized finance (DeFi) sector who is seeking a Growth Associate to join its expansion team. This organization is dedicated to building decentralized applications and stablecoin infrastructure that foster a more accessible, people-powered internet.
The Growth Associate will be responsible for driving asset listings and expanding the protocol&rsquo;s footprint across new blockchain networks. This is a highly commercial, results-driven role focused on identifying high-quality opportunities, structuring incentive packages, and establishing new markets. The successful candidate will manage the business development pipeline from end-to-end, acting as a key representative for the organization within the global DeFi ecosystem.
Key Responsibilities<ul><li>
Pipeline Management: Source and qualify new asset listings for the protocol&rsquo;s current and future iterations across all active and target networks.</li><li>
Expansion Strategy: Identify and qualify new chain deployment opportunities by evaluating ecosystem fit, Total Value Locked (TVL) potential, foundation support, and competitive dynamics.</li><li>
Commercial Negotiations: Lead negotiations with asset issuers and chain foundations regarding listing coordination, deployment, and incentive packages, including grants, token incentives, and co-marketing agreements.</li><li>
Relationship Management: Manage the business development lifecycle from initial contact through to signed agreements and handoff for execution.</li><li>
Ecosystem Representation: Represent the client's growth interests at industry events, summits, and in bilateral conversations with key counterparties.</li></ul> 

Requirements 
<ul><li>
Proven Experience: A strong track record in business development or partnerships within the DeFi sector, preferably with experience on both the protocol and foundation/issuer sides.</li><li>
Network: An established professional network among chain foundations, asset issuers, and ecosystem funds.</li><li>
Technical Literacy: A solid understanding of DeFi lending mechanics, token incentive structures, and on-chain governance processes.</li><li>
Commercial Acumen: The ability to independently build and present clear, sophisticated commercial proposals.</li><li>
Operational Style: Comfort operating in an asynchronous, on-chain-native environment.</li></ul> 

Benefits 
<ul><li>
Competitive Base Salary: Complemented by a performance-based cash bonus linked to company revenue and seniority.</li><li>
Token Incentives: A four-year token grant with a back-weighted vesting schedule.</li><li>
Inclusive Culture: A collaborative and welcoming environment that values diversity and encourages individual identity.</li><li>
Professional Growth: Opportunity to work at the forefront of blockchain innovation with a global team of talented professionals.</li></ul>
﻿
Interview Process<ul><li>
Initial Interview: A discussion with the Hiring Manager to review relevant experience and background.</li><li>
Assessment: A take-home technical task followed by a presentation of the work to the team.</li><li>
Team Interview: A meeting with multiple members of the broader Business Development team.</li><li>
Executive Review: A final interview with the CEO and Founder.</li></ul>
Due to the high volume of applications we anticipate, we regret that we are unable to provide individual feedback to all candidates. If you do not hear back from us within 4 weeks of your application, please assume that you have not been successful on this occasion. We genuinely appreciate your interest and wish you the best in your job search.
Commitment to Equality and Accessibility:
At MLabs, we are committed to offer equal opportunities to all candidates. We ensure no discrimination, accessible job adverts, and providing information in accessible formats. Our goal is to foster a diverse, inclusive workplace with equal opportunities for all. If you need any reasonable adjustments during any part of the hiring process or you would like to see the job-advert in an accessible format please let us know at the earliest opportunity by emailing human-resources@mlabs.city.
MLabs Ltd collects and processes the personal information you provide such as your contact details, work history, resume, and other relevant data for recruitment purposes only. This information is managed securely in accordance with MLabs Ltd&rsquo;s Privacy Policy and Information Security Policy, and in compliance with applicable data protection laws. Your data may be shared only with clients and trusted partners where necessary for recruitment purposes. You may request the deletion of your data or withdraw your consent at any time by contacting legal@mlabs.city.</div>

Growth Associate - Assets & Chains

<div>JOB DESCRIPTION 
We are seeking a highly skilled and experienced Investment Banking Associate to join our dynamic Financial Institutions Group within Banks.
Job Summary
As an Associate in the Financial Institutions Group, you will be a key player in our business strategy and execution. You will participate in the &quot;full cycle&quot; of transactional execution including preparing marketing pitches, reviewing and formulating financial analysis, preparing and presenting internal committee memoranda and client presentations. You will play a leadership role in implementing the execution function including working with analysts and associates, as well as assisting more senior bankers. You will develop strong function skills in the major areas of investment banking and will demonstrate the ability to become a senior officer who is capable of generating and executing their own transactions. You will join the global Associate class in an Industry, Country Coverage or Product Team. Working with a broader team of over 100 Analysts and Associates in the region, you will be provided opportunities to be involved real-time in transactions that may include frequent travel.
Job Responsibilities<ul><li>
Develop content for strategic meetings with clients regarding M&amp;A or capital market transactions</li><li>
Interact with senior team members and client management teams on a daily basis to execute transactions and discuss strategic alternatives</li><li>
Defining, guiding and reviewing detailed valuation analysis, including DCF, trading comparables, transaction comparables and LBO analyses</li><li>
Defining, guiding and reviewing detailed combination and other financial analyses in the context of M&amp;A transactions or pitch situations</li><li>
Provide leadership, mentorship and supervision to Associates and Analysts</li><li>
Participate in graduate recruiting
</li></ul>Required qualifications, capabilities, and skills<ul><li>
Prior work experience in an investment banking front office role.</li><li>
A well-rounded academic background from a top tier educational institution.</li><li>
Strong financial modelling skills</li><li>
Understands transaction cycle and the steps in the process and is execution oriented.</li><li>
Impeccable communication details with the ability to effectively interact with senior professionals, clients and key stakeholders in other line of business.</li><li>
Self-directed, highly motivated, and able to work independently</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>

Investment Banking - Financial Institutions Group, Banks- 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

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