Jefferies · 1 month ago
Equity Research Associate - Software
520 Madison Avenue, New York, NY, 10022, US
Full-time
Onsite
Entry Level
$100K/yr - $120K/yr
2+ years expJefferies is looking for an Associate in their Software group to support senior team members and the Senior Analyst. The role involves conducting research, building financial models, and writing reports on the Software sector.
BankingFinancial ServicesWealth Management
Responsibilities
Work with Team Leaders to help support Senior Analyst’s coverage of 20+ companies
Conduct due diligence on the Software sector
Monitor important macro and sector-specific developments that might impact companies under coverage
Build and maintain detailed financial models for covered and uncovered companies
Write research reports on covered companies and the Software sector
Source and utilize third-party data to drive data-based conclusions
Attend meetings with senior management, industry conferences, and company-specific conferences
Work with the entire team to help manage Senior Analyst’s calendar
Qualification
Required
2-3 years of combined experience in Equity Research or Investment Banking
The ability to ask for and accept coaching to accelerate development
Interest in and ability to work long hours as required
Strong writing and communication skills
Strong financial modeling skills
High proficiency in PowerPoint presentations
Strong attention to detail
The ability to organize, manage, and prioritize time well
Strong project management skills
Deep familiarity and experience with Microsoft Office (Word, Excel, PowerPoint)
Ability to work in the New York office five days a week
Preferred
A CPA or progress toward CFA preferred, but not required
An understanding of technology, specifically Software, preferably an understanding of enterprise technology
Company
Jefferies
Jefferies provides research and execution services in equity, fixed income, and foreign exchange markets.
5001-10000 employees
H1B Sponsorship
Jefferies has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (147)
2024 (122)
2023 (83)
2022 (183)
2021 (169)
2020 (60)
Funding
Current Stage
Late StageTotal Funding
unknown2012-11-12Acquired
Leadership Team
Cameron Lester
Managing Director, Global Co-head of Tech Investment Banking
David Windley
Managing Director
Recent News
2026-01-21
2026-01-18
Company data provided by crunchbase