Equity Research Business Associate

About the Role

Jefferies is seeking a Business Associate to support the Washington & Sustainability Strategy team. This role focuses on event origination, speaker outreach, event coordination, and relationship management, partnering with the Managing Director and Research Associates. The position is suited for individuals looking to build a career at the intersection of finance and policy, interacting with a high-profile team and expanding a professional network across government, industry, and investing.

Key Responsibilities

• Develop and originate webinar and event ideas on public policy, geopolitics, sustainability, and related investment themes.
• 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 day-to-day administrative and operational needs.
• Track event performance metrics and support initiatives to expand client reach and market presence.

Requirements & Tech Stack

• Highly organized, detail-oriented, and responsive.
• Ability to manage multiple priorities and time-sensitive requests in a fast-paced environment.
• Ability to interact with senior executives, policymakers, industry experts, and institutional investors.
• Advanced proficiency in Microsoft Excel.

Qualifications

• 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.
• 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.