Equity Research Business Associate

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. 

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.