Jefferies is looking for an unusually talented individual to help build the next generation of Wall Street equity research. This role sits at the intersection of investing, consumer sector analysis, data science, and AI.
Jefferies is at the forefront of the technological transformation impacting the investment research industry. This role is for an individual that intends to rapidly scale our platforms, with the intention to better serving our clients (investment managers).
You will work alongside a senior-ranked analyst covering Beverages, Consumer Products, and Health & Wellness, while helping design and build proprietary research systems that generate differentiated insights for institutional investors.
We are looking someone who enjoys creating tools, automating workflows, experimenting with new technologies, and solving problems that have never been solved before. This individual should also have an interest in the markets and investing.
What You'll Do
Build the Future Research Platform
- Design and develop AI-powered research workflows, agents, and knowledge systems
- Create proprietary databases that consolidate public, private, and alternative data sources
- Build tools that automate information gathering, monitoring, analysis, and synthesis
- Identify opportunities to leverage large language models, machine learning, and emerging AI technologies throughout the research process
- Continuously experiment with new technologies to improve productivity and insight generation
Generate Differentiated Investment Research
- Analyze companies across the consumer ecosystem, including brands, suppliers, distributors, retailers, and emerging challengers
- Develop unique investment insights from alternative data, field research, and proprietary analytics
- Evaluate industry trends, competitive dynamics, and technological disruptions
- Build and maintain forecasting models and analytical frameworks
- Help identify investment opportunities and risks before they become consensus
Engage With Industry Leaders
- Meet with management teams, founders, industry experts, technology providers, and investors
- Attend industry conferences and conduct primary research
- Communicate research findings to institutional clients, sales, and trading teams
Publish Research
- Write impactful research reports, thematic pieces, and data-driven analyses
- Translate complex datasets and technological developments into actionable investment conclusions
- Contribute to differentiated thought leadership on the future of consumer businesses and markets
Who We Are Looking For
The ideal candidate possesses a rare combination of intellectual curiosity, technical capability, commercial intuition, and a passion for markets. We are especially interested in candidates who have built things—software, products, data systems, AI applications, research platforms, businesses, or investment processes. You may come from traditional equity research, but you don't have to.
Preferred Background
- Experience in one or more of:
- Equity research
- Investment management
- Quantitative investing
- Data science
- Machine learning
- Software engineering
- AI product development
- Alternative data research
- Technology startups
Technical Skills
- Strong proficiency in modern data analysis workflows
- Experience building AI applications, agents, automations, or data products
- Familiarity with large language models, retrieval systems, vector databases, agentic workflows, and model orchestration frameworks
- Ability to work with structured and unstructured datasets
- Experience integrating APIs and third-party data sources
- Understanding of software development and system design principles
Investment Mindset
- Genuine interest in financial markets and investing
- Ability to think probabilistically and develop investment theses
- Strong analytical and critical-thinking skills
- Interest in consumer businesses, brands, and industry dynamics
Personal Attributes
- Builder mentality
- High agency and ownership
- Intellectual curiosity
- Creativity and willingness to challenge conventional thinking
- Excellent written and verbal communication skills
- Comfortable operating in a rapidly evolving technological environment
This Role Is Unique
This is an opportunity to help reinvent equity research rather than simply participate in it. You will work directly with a senior-ranked analyst while building systems and capabilities that increasingly define how investment research will be conducted over the next decade. The successful candidate will leave this role with a unique combination of investing expertise, consumer industry knowledge, AI fluency, and technology-building experience that is difficult to obtain anywhere else on Wall Street.
Primary Location Full Time Salary Range of $135,000 - $165,000.
About UsJefferies 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
- 3+ years of equity research or buyside investment management experience
- Extremely proficient in financial and data modeling utilizing Excel, alternative data, coding, AI
- Strong familiarity with AI tools and agents, including experience with prompt development and leveraging AI to enhance workflows and productivity
- Solid ability to communicate effectively both verbally and in writing
- Interest and some familiarity with the consumer industry as an analyst or consumer
- Motivated, creative, committed, detail-oriented, collaborative, and personable
- Aspiration to develop coverage independence over time
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.
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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.
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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.
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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.
Jefferies Insights
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.
