Equity Research Business Associate – Washington & Sustainability Strategy

Posted Yesterday
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New York, NY, USA
In-Office
100K-120K Annually
Entry level
Financial Services
The Role
Coordinates webinars, expert calls, in-person events, and client meetings for the Washington and Sustainability Strategy team. Responsibilities include developing event ideas, recruiting speakers, managing logistics and compliance, maintaining contact databases, preparing briefing and marketing materials, coordinating with internal teams, supporting calendars and administration, and tracking event performance. The role requires strong organization, communication, project management, responsiveness, and advanced Excel skills in a fast-paced finance and policy environment.
Summary Generated by Built In

Overview

Jefferies is seeking a Business Associate to support the Washington & Sustainability Strategy team led by Dr. Aniket Shah. The role focuses on event origination, speaker outreach, event coordination, and relationship management, partnering closely with the Managing Director and Research Associates to enhance the franchise's visibility and client engagement. 

This position is ideal for someone eager to build a career at the crossroads of finance and policy while working alongside a high-profile team and expanding a professional network across government, industry, and investing. The ideal candidate is highly organized, detail-oriented, and responsive, with the ability to manage multiple priorities and time-sensitive requests in a fast-paced environment while interacting with senior executives, policymakers, industry experts, and institutional investors.

Responsibilities

  • Develop and originate webinar and event ideas on public policy, geopolitics, sustainability, and related investment themes in partnership with the research team.
  • Source, engage, and coordinate internal and external speakers, including corporate executives, policymakers, academics, and industry experts.
  • Manage all event logistics, scheduling, compliance requirements, communications, and execution for webinars, expert calls, in-person events, and client meetings.
  • Maintain and enhance databases of speakers, industry experts, clients, and event activities.
  • Prepare marketing materials, briefing documents, speaker biographies, agendas, and post-event summaries.
  • Partner closely with Corporate Access, Sales, Trading, and Investment Banking teams to maximize client engagement and event participation.
  • Manage team calendars and support the day-to-day administrative and operational needs of the research franchise.
  • Track event performance metrics and support initiatives aimed at expanding the team's client reach and market presence.

Required Background

  • Bachelor's degree with a strong academic record.
  • Background in public policy, economics, finance, business, sustainability, political science, or a related field preferred.
  • Excellent communication, organizational, and project management skills, particularly when working with senior and high-profile stakeholders.
  • Ability to respond quickly and manage competing priorities in a fast-paced environment.
  • Advanced proficiency in Microsoft Excel.
  • Demonstrated ability to work collaboratively in a team-oriented environment.
  • Proactive, resourceful, and highly organized with strong follow-through.
  • Willingness to work outside normal business hours on occasion to support event execution and client engagement activities.

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’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.


Skills Required

  • Bachelor's degree with a strong academic record
  • Background in public policy, economics, finance, business, sustainability, political science, or a related field
  • Excellent communication, organizational, and project management skills, particularly with senior and high-profile stakeholders
  • Ability to respond quickly and manage competing priorities in a fast-paced environment
  • Advanced proficiency in Microsoft Excel
  • Ability to work collaboratively in a team-oriented environment
  • Proactive, resourceful, highly organized, and able to demonstrate strong follow-through
  • Willingness to work outside normal business hours occasionally for event execution and client engagement

Jefferies Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Jefferies and has not been reviewed or approved by Jefferies.

  • Strong & Reliable Incentives Compensation is positioned as competitive with meaningful upside, with potential for significant earnings depending on group performance and strong years. A formulaic, performance-linked bonus model ties payouts to individual fees or P&L, reinforcing a pay-for-results dynamic.
  • Parental & Family Support Family-building support is broad, including primary and non-primary caregiver leave, adoption assistance, subsidized emergency child and eldercare, and a $25,000 stipend for qualified surrogacy, adoption, or fertility support. Added resources like family support programs and parental-leave coaching further strengthen caregiver benefits.
  • Wellbeing & Lifestyle Benefits Lifestyle perks extend beyond standard coverage, including discount programs, commuter benefits, legal plans, charitable matching, and education assistance such as tuition support and scholarships for employees’ family members. Location-specific perks like gym stipends and free cafeteria lunch are also described as available in some offices.

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The Company
HQ: New York, NY
6,435 Employees
Year Founded: 1962

What We Do

Jefferies, the global investment banking firm, has served companies and investors for 60 years. Headquartered in New York, with offices in over 30 cities around the world, the firm provides clients with capital markets and financial advisory services, institutional brokerage and securities research, as well as asset and wealth management. The firm provides research and execution services in equity, fixed income, and foreign exchange markets, as well as a full range of investment banking services including underwriting, mergers and acquisitions, restructuring and recapitalization, and other advisory services, with all businesses operating in the Americas, Europe and Asia. Jefferies Group LLC is a wholly-owned subsidiary of Jefferies Financial Group (NYSE: JEF), a diversified financial services company. More about our company can be found at www.jefferies.com.

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