Associate, Equity Research - Technology and Information Services

San Francisco, CA, USA
Mar 19, 2019
Mar 22, 2019
Job Function
Industry Sector
Finance - General
Employment Type
Full Time
Jefferies Equity Research is seeking a research associate to join the San Francisco based Technology and Information Services team.


The Associate will work directly with the Senior Analyst on:

  • 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)

Desired Qualifications

  • 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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