Job Summary
JOB DESCRIPTION
We are looking for a strong communicator who is passionate about change management and driving business outcomes with technology to help advance our AI initiative. The Equity Research AI Specialist will support the adoption of AI tools and practices across the Equity Research department. This role focuses on providing department members with direct, targeted, and tailored AI training, centralizing best practices, and helping shape the department’s AI strategy through feedback and collaboration. The specialist will also assist Research Management in evaluating new AI tools and monitoring the vendor landscape, designing pilot programs, and aligning with firmwide AI initiatives.
Key Responsibilities
- Design AI training materials and create digestible guides for research workflows.
- Work directly with lead analysts and their teams to help drive adoption through targeted education and problem solving.
- Collect department feedback to identify useful AI applications and unmet needs.
- Use no-code and low-code tools to implement bespoke AI workflows and frameworks.
- Assist in evaluating new AI tools, monitoring the vendor landscape, and driving pilots.
- Track usage metrics and translate observations into training and strategy updates.
Qualifications
Must-Have:
- Strong understanding of GenAI applications and their composition; working knowledge of AI models and how they differ. For example, the following concepts should all resonate: Context Window, RAG, Chain of Thought, Structured vs Unstructured Data, MCP.
- Strong interest in AI enablement, change management, and strategy.
- Good communication (both written and verbal) and collaboration skills; ability to translate between and adapt to technical and non-technical stakeholders.
- Demonstrated prompt and context engineering skills.
- Interest in investment research and capital markets.
Nice-to-Have:
- 1-2 years of experience in capital markets-focused role, preferably equity research.
- Experience using M365 Copilot, Claude Enterprise, OpenAI Enterprise, or similar enterprise AI tools; finance-focused AI tools such as AlphaSense, Rogo, Hebbia.
- Track record of evaluating AI tools and platforms.
- Familiarity with equity research workflows and data sources.
Primary Location Full Time Salary Range of $100,00 - $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’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.
