Equity Research, Senior Associate – Lifestyle & Growth Platform / Consumer
Position Summary
Jefferies is seeking a highly motivated Senior Associate to join its Consumer Equity Research team, covering the firm's Lifestyle & Growth Platform. The platform spans more than seven consumer subsectors, including fitness, value retail, footwear, athletic, apparel, small appliances, golf, and other emerging consumer growth categories, providing broad exposure across some of the most dynamic areas of the consumer landscape.
The ideal candidate will have a minimum of 3 years of equity research experience, with consumer sector experience preferred. This role is highly client-facing and requires a demonstrated ability to build relationships, deliver exceptional client service, and respond effectively to investor inquiries.
The successful candidate will work directly with a highly respected Senior Analyst who has 26 years of sell-side equity research experience, including 18 years at Jefferies, and who has built a differentiated franchise covering consumer and lifestyle companies. The role offers significant exposure to institutional clients, corporate management teams, and senior leadership within the Research department.
The successful candidate will possess strong analytical and financial modeling skills, intellectual curiosity, and a passion for understanding consumer behavior, emerging brands, retail trends, and product innovation.
Key Responsibilities
- Partner closely with the Senior Analyst to produce earnings reports, company updates, thematic research, industry publications, and initiation reports.
- Build, maintain, and enhance comprehensive financial models and valuation frameworks.
- Analyze company filings, earnings releases, industry reports, trade publications, alternative datasets, and other primary and secondary research sources.
- Generate timely investment insights through rigorous analysis of company, industry, consumer, and market trends.
- Develop client marketing materials and support ongoing investor engagement efforts.
- Respond to client inquiries and contribute to the team's external marketing and thought leadership initiatives.
- Attend management meetings, industry conferences, channel checks, and field research activities, as appropriate.
- Leverage proprietary, third-party, and alternative datasets to identify trends and support differentiated investment recommendations.
- Contribute to the initiation of coverage reports and other in-depth research publications.
Preferred Qualifications
- 3+ years of equity research experience; consumer sector experience preferred.
- Bachelor's degree required; degree in Finance, Economics, Accounting, Business, or a related field preferred.
- Strong financial statement analysis, modeling, and valuation skills.
- Demonstrated ability to synthesize large amounts of information into clear and actionable investment conclusions.
- Exceptional written and verbal communication skills, with strong attention to detail.
- Self-starter with the ability to work independently while managing multiple priorities in a fast-paced environment.
- Intellectual curiosity and a genuine interest in consumer behavior, retail trends, lifestyle brands, and emerging consumer categories.
- Experience utilizing alternative data and advanced data visualization tools is a plus.
- Required FINRA licenses (Series 7, 63, 86, and 87).
Why Join This Team?
This position offers the opportunity to develop deep expertise across a diverse set of consumer sectors within Jefferies' Lifestyle & Growth Platform, covering companies operating across fitness, value retail, footwear, athletic, apparel, small appliances, golf, and other consumer growth categories.
The successful candidate will work directly alongside a seasoned Senior Analyst with 26 years of sell-side experience and 18 years at Jefferies, gaining valuable mentorship while contributing to a highly regarded research franchise. The role provides significant exposure to institutional investors, company management teams, industry thought leaders, and a highly collaborative, entrepreneurial research platform.
New York, NY Full Time Base Salary Range of $135,000-$165,000.
#LI-DNI
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 experience
- Bachelor's degree
- Degree in Finance, Economics, Accounting, Business, or related field
- Strong financial statement analysis, modeling, and valuation skills
- Required FINRA licenses: Series 7, 63, 86, and 87
- Demonstrated ability to synthesize large amounts of information into clear investment conclusions
- Exceptional written and verbal communication skills with strong attention to detail
- Client-facing experience and ability to build relationships and respond to investor inquiries
- Self-starter able to work independently and manage multiple priorities in a fast-paced environment
- Consumer sector experience
- Experience utilizing alternative data and advanced data visualization tools
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.
