Job Description
Jefferies is seeking a Senior Associate for its Specialty Finance and Financial Technology Research team. This individual will analyze industry macro trends and company financials. Under the direction of the Senior Analyst, the Associate/Senior Associate will help cover 20+ stocks, which will primarily consist of consumer lenders (credit card, auto, specialty, and student) and financial technology companies. The candidate will be part of a broader financial services team, and frequent collaboration with the rest of the team is expected. The Associate/Senior Associate will build and maintain financial models and industry databases, ensuring correct and up-to-date information for research reports that are distributed to internal/external clients. The Senior Associate will also work closely with others on the team to write earnings reports, company reports, monthly/weekly publications and initiation of stock coverage reports. As part of this process, the team member will also review business and trade publications, annual reports, financial filings and other sources in order to gather, synthesize and interpret data on companies followed by the Specialty Finance/Fintech Team.
Over time, the associate will help communicate recommendations to sales, trading and clients. In addition, the associate will help develop marketing materials for clients, meet with management teams and attend industry conferences, when appropriate.
This position is located in San Francisco and coming into the office on a regular basis is required. New York location will be considered for the right candidate.
Required Background:
- 2-4 years of related experience, preferably in sell-side/buy-side equity research, or investment banking; within consumer finance / fintech
- Strong analytical and problem-solving skills – strong excel skills are critical
- Ability to analyze and manipulate large data sets
- Excellent written and verbal communication skills
- High attention to detail in terms of written work and financial modeling
- Strong organizational skills and the ability to prioritize & deliver in a time sensitive environment
- Ability to communicate and collaborate well in a team environment
- Bachelor’s degree with high GPA
- Strong academic background in accounting, finance, economics, and/or computer science.
Preferred Qualifications:
- Strong interest in financial services
- Financial services experience a plus
- Solid experience in business modeling and financial statement analysis
- MBA/CFA/CPA a plus; Securities licensing a plus (Series 7/63 and 86/87)
Primary Location Full Time Salary Range of $135,000 - $165,000.
About Us
Jefferies Financial Group Inc. (‘‘Jefferies,’’ ‘‘we,’’ ‘‘us’’ or ‘‘our’’) is a U.S.-headquartered global full service, integrated investment banking and securities firm. Our largest subsidiary, Jefferies LLC, a U.S. broker-dealer, was founded in the U.S. in 1962 and our first international operating subsidiary, Jefferies International Limited, a U.K. broker-dealer, was established in the U.K. in 1986. Our strategy focuses on continuing to build out our investment banking effort, enhancing our capital markets businesses and further developing our Leucadia Asset Management alternative asset management platform. 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.
The salary offered will take into consideration an individual’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 & 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.
