Research Operations & Data Associate

About Us

Jefferies Financial Group Inc. (Jefferies, we, us or our) is a U.S.-headquartered global full service, integrated investment banking and securities firm. Our largest subsidiary, Jefferies LLC, a U.S. broker-dealer, was founded in the U.S. in 1962 and our first international operating subsidiary, Jefferies International Limited, a U.K. broker-dealer, was established in the U.K. in 1986. Our strategy focuses on continuing to build out our investment banking effort, enhancing our capital markets businesses and further developing our Leucadia Asset Management alternative asset management platform. We offer deep sector expertise across a full range of products and services in investment banking, equities, fixed income, asset and wealth management in the Americas, Europe and the Middle East and Asia.

Role Overview

We are seeking a highly motivated and detailoriented earlycareer professional to join the Global Equity Research COO team to support research operations, data analysis, and workflow improvement initiatives across the department. This role is ideal for someone who is eager to build strong analytical, operational, and strategic skills while working closely with senior stakeholders.

The successful candidate will be a strong communicator, highly organized, and comfortable working with teams across global time zones. This role will focus on supporting existing workflows, identifying opportunities for improvement, and helping to leverage AI and automation tools to make processes more efficient and scalable.

Key Responsibilities

• Support the review and documentation of existing workflows and operational processes, identifying inefficiencies, gaps, or opportunities for process improvement, leveraging no-code and low-code AI tools to improve efficiency.
• Build and maintain Excelbased reports, trackers, and dashboards related to global operating metrics for client interactions, coverage activity, and other bespoke reporting.
• Support testing, documentation, and rollout of new tools or automated workflows.
• Continuously look for ways to improve how work gets done through technology and innovation.
• Assist with strategic initiatives, planning exercises, and adhoc analysis.

Qualifications

• 12 years of relevant experience (operations, analytics, research support, consulting, finance, or a related field).
• Strong written, verbal, communication, and organizational skills.
• Willingness to work across global time zones, dealing with multiple stakeholders.
• Strong interest in process improvement, strategy, and change management.
• Curiosity and openness to using AI tools to improve workflows.
• Proactive, reliable, and eager to learn.

NicetoHave

• Exposure to data visualization or reporting tools.
• Experience with workflow documentation or process mapping.
• Familiarity with AIenabled productivity tools (e.g., Copilot, automation platforms).
• Experience in a research, financial services, or regulated environment.

At Jefferies, we believe that diversity fosters creativity, innovation and thought leadership through the infusion of new ideas and perspectives. We have made a commitment 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 an equal employment opportunity employer, and takes affirmative action to ensure that all qualified applicants will receive consideration for employment without regard to race, creed, color, national origin, ancestry, religion, gender, pregnancy, age, physical or mental disability, marital status, sexual orientation, 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 accommodations to individuals with disabilities, as required by applicable law.

We have been made aware of bad actors falsely claiming to be associated with Jefferies Group soliciting individuals to attend virtual job interviews, complete online tests or courses and sending fictitious employment offer letters.

Please note that any email contact with Jefferies personnel will come from an @jefferies.com email address. Further, Jefferies will not notify shortlisted candidates through social media platforms (e.g. WhatsApp or Telegram) or ask candidates to make payment to participate in the hiring process.