Equity Research Senior Associate - REITs

Posted 4 Days Ago
Be an Early Applicant
New York, NY, USA
In-Office
135K-165K Annually
Senior level
Financial Services
The Role
Support REIT equity research by building and maintaining financial models and industry databases, analyzing company financials and macro trends, writing earnings and company reports, and assisting senior analysts with coverage of 10+ stocks. Collaborate across the REIT team, communicate recommendations to sales/trading/clients, meet with management, and attend industry conferences as appropriate.
Summary Generated by Built In

Jefferies is seeking an Associate for its Real Estate Investments Trust (REITs) Equity Research team. This individual will analyze industry macro trends and company financials. Under the direction of REIT Senior Analysts, the Associate will be responsible for assisting in coverage of 10+ stocks.  The candidate will be part of a broader REIT team, which covers nearly every property type, and frequent collaboration with the rest of the team is expected.  The 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 Associate will also work closely with Senior Analysts to write earnings reports, company reports, monthly/weekly publications and initiation of stock coverage reports.  As part of this process, the associate 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 US REITs 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 New York City and coming into the office on a regular basis is required.  

Required Background: 

  • 2-4 years of related experience, preferably in sell-side/buy-side equity research, investment banking, or real estate valuation  
  • 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 real estate and technology 
  • Real estate 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 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

  • 2-4 years of related experience (sell-side/buy-side equity research, investment banking, or real estate valuation)
  • Strong Excel skills and financial modeling experience
  • Ability to analyze and manipulate large data sets
  • Excellent written and verbal communication skills
  • High attention to detail in written work and financial modeling
  • Strong organizational skills and ability to prioritize and deliver in 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
  • Solid experience in business modeling and financial statement analysis
  • Strong interest in real estate and technology
  • Real estate experience
  • MBA, CFA, or CPA
  • Securities licensing (Series 7/63 and 86/87)

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.

Jefferies Insights

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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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