Wealth Management Investments Team Operations Analyst
Posted on: 27 Feb 2024
New York, New York
Job Description
The person in this role supports members of the investment team in performance reporting, advisory platform management, vendor project management, and maintaining due diligence files.
Responsibilities:
Assist team with onboarding & continuous monitoring of accounts on our vendor platforms
Work directly with vendors to resolve any issues related to account management, trading, reporting, billing, etc.
Work independently and collaboratively between vendors and across the firm to meet deliverables and ensure a smooth, and effective project implementation
Collaborate with internal teams such as operations, trading desk, supervisory & compliance on home office initiatives
Maintain performance reporting across wealth management
Track documentation and coordination with in-house counsel
Maintain the internal and external shared databases for investment due diligence.
Understand and contribute to the team’s investment research processes
Oversee ongoing monitoring of operational due diligence for alternative investments including reviewing reports and relevant news articles
Qualifications:
Bachelor’s degree with demonstrated interest in financial services
1-2+ years of related finance /operations experience
Advanced Microsoft Power Point, Excel, and Word skills
Strong written and communication skills as well as strong quantitative, analytical, and problem-solving skills
Solid ability to communicate and interact effectively with multiple teams
Ability to multi-task, work under tight deadlines, and quickly adjust to changing priorities
Highly motivated with strong attention to detail
Familiarity with Addepar and Envestnet preferred but not required
Ability to collaborate across different business units (Support, IT Teams, Jefferies Institutional Platform, etc.) to ensure smooth implementation and integration of new functionality.
Successful completion of Series 7 and Series 66 Exams within the time frame provided
Jefferies Financial Group Inc.
New York, New York
Jefferies Financial Group Inc., a financial services company, engages in investment banking and capital markets, asset management, and direct investing businesses in the Americas, Europe, and Asia. the company also offers equities research, sales, and trading services; equity finance services comprising financing, securities lending, and other prime brokerage services; and wealth management services to high net worth individuals, their families and businesses, private equity and venture funds, and small institutions.
In addition, it provides fixed income sales and trading services for investment grade corporate bonds, U.S. and European government and agency securities, municipal bonds, mortgage- and asset-backed securities, leveraged loans, consumer loans, securities, markets debt, interest rate, and credit derivative products, as well as foreign exchange trade execution and securitization capabilities, as well as manages, invests in, and provides services to a group of alternative asset management platforms in investment strategies and asset classes.
The company was formerly known as Leucadia National Corporation and changed its name to Jefferies Financial Group Inc. in May 2018. Jefferies Financial Group Inc. was founded in 1968 and is headquartered in New York, New York.
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IndustryInvestments Management
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No. of Employees4,700
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Website
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Jobs Posted182
