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Equity Research Senior Associate - Industrial Technology

Jefferies
Posted 2 months ago, valid for 10 days
Location

New York, NY 10008, US

Salary

$135,000 - $165,000 per year

Contract type

Full Time

Paid Time Off
Life Insurance
Disability Insurance
Wellness Program

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Sonic Summary

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  • Jefferies is looking for an experienced Associate to focus on advanced industrials and industrial technology sectors, particularly in automation and robotics, electrification, and power infrastructure.
  • Candidates should have a minimum of 2 years of experience in related fields such as industrials, automation, or investment banking.
  • The role involves developing financial models, analyzing industry trends, and authoring research reports on various advanced technologies.
  • The salary range for this position is between $135,000 and $165,000, depending on experience and qualifications.
  • Jefferies offers a comprehensive benefits package, including medical coverage, 401(k), and paid time off.

Jefferies is seeking an experienced Associate to support coverage of the advanced industrials and industrial technology sectors, with a primary focus on automation & robotics, electrification, precision technologies, photonics, and power infrastructure.

Responsibilities:

Develop and maintain detailed financial and operating models, incorporating key end-market drivers such as industrial automation, manufacturing activity, electrification, automotive production, electronics demand, and capital spending trends.

Analyze industry developments, competitive dynamics, and technology adoption trends to identify investment opportunities and risks.

Track company-specific catalysts through earnings reports, regulatory filings, investor communications, industry events, and primary research.

Conduct channel checks and engage with industry participants, customers, suppliers, distributors, and subject matter experts to assess demand trends and competitive positioning.

Author first-look earnings notes, company updates, and thematic research on topics related to automation, industrial digitization, electrification, AI-driven manufacturing, and advanced industrial technologies.

Support initiation reports, industry primers, market-sizing exercises, and value-chain analysis to develop differentiated investment insights.

Respond to client inquiries and collaborate closely with sales and trading to communicate investment views, sector themes, and company-specific developments.

Build and maintain relationships with company management teams, investor relations professionals, industry experts, and other key stakeholders.

Qualifications:

2+ years of experience covering industrials, industrial technology, automation, semiconductors, electronics, automotive technology, or adjacent sectors across sell-side research, buy-side investing, investment banking, or consulting.

Familiarity with industrial technologies and business models, including automation & robotics, machine vision, precision instrumentation, power electronics, photonics, thermal management, and industrial software or digitization trends.

Strong understanding of key industrial end markets, including manufacturing, electrification, automotive, electronics, data center infrastructure, and broader capital investment cycles.

Ability to assess technology adoption and competitive positioning, including product differentiation, market share opportunities, and long-term industry trends.

Experience analyzing industry data and leading indicators, including industrial production, PMI, automotive production, electronics demand, and capital spending trends.

Advanced Excel modeling skills, including operating models, multi-segment valuation frameworks, sensitivity analysis, and scenario development.

Excellent written and verbal communication skills, with an ability to translate complex technical concepts into actionable investment insights.

Proficiency in FactSet and/or Bloomberg; experience with industry databases and channel-check research is a plus.

Solid grounding in accounting, corporate finance, and valuation, including operating leverage, capital allocation, margin frameworks, and return analysis.

Education:

Bachelor’s/University degree required

CFA or progress toward CFA designation preferred

FINRA Series 63, 86, and 87 preferred (required within 5 months of hire)

#LI-DNI

Primary Location Full Time Salary Range of $135,000 - $165,000.


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.





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