Capital Introductions Associate/VP
Apply NowCompany: Jefferies Financial Group
Location: New York, NY 10025
Description:
Job Description
We are seeking an Associate to join the Prime Services group, focused in supporting and working exclusively with the Capital Introductions Teams. The Capital Introductions Team facilitates the efficient flow of capital from a global base of institutional investors to clients. The candidate in this role serves as a trusted advisor to established and nascent stage hedge fund portfolio managers. In this capacity, the candidate will provide strategic advice on capital formation, business structure and fund terms. This role combines aspects of marketing, investment management, consulting and business development. We are currently seeking a highly motivated and diligent self-starter to join our Capital Intelligence team. This is a great opportunity to learn and develop a career within Capital Introduction. We are seeking someone who is bright, motivated and ambitious, with a strong interest in hedge funds and finance.
Key Responsibilities
The key responsibilities are:
Person Specification
The following skills and experience are required for this role:
Primary Location Full Time Salary Range of $125,000 - $175,000.
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.
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 committed to creating and sustaining a diverse workforce and encourages applicants from all backgrounds to apply. This includes applicants from historically underrepresented groups, including women, racial and ethnic minorities, members of the LGBTQ+ community, military veterans, and individuals with disabilities or who are neurodiverse.
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.
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.
We are seeking an Associate to join the Prime Services group, focused in supporting and working exclusively with the Capital Introductions Teams. The Capital Introductions Team facilitates the efficient flow of capital from a global base of institutional investors to clients. The candidate in this role serves as a trusted advisor to established and nascent stage hedge fund portfolio managers. In this capacity, the candidate will provide strategic advice on capital formation, business structure and fund terms. This role combines aspects of marketing, investment management, consulting and business development. We are currently seeking a highly motivated and diligent self-starter to join our Capital Intelligence team. This is a great opportunity to learn and develop a career within Capital Introduction. We are seeking someone who is bright, motivated and ambitious, with a strong interest in hedge funds and finance.
Key Responsibilities
The key responsibilities are:
- Support all team members under the Capital Intelligence team, including Capital Introductions, Business Consulting and Content with a focus on the capital introductions component to the team.
- Working within project management, Excel, Powerpoint and CRM system
- Will work with members of the team to provide coverage of investors who are allocating to hedge and other alternative asset managers (family offices, E&F's, pensions, consultants and fund of funds). The role will evolve as a primary coverage point for hedge funds and investors as well.
- Ownership and maintenance of presentation materials, reports, content pieces,
- Ability to work with a variety of lines of business across equities, banking and research, especially with the prime services and research sales teams.
- Intellectual curiosity and desire to understand client strategies and the different products and services internally
- Advising hedge fund clients on their capital raising initiatives which may include strategic positioning, product expansion and competitive intelligence
- Conducting statistical analysis of hedge fund performance data using various data vendors
- Supporting the execution of capital introduction conferences and client roadshows across the US
- Assisting in the research and data gathering efforts of the capital intelligence team to assist the business consulting services and strategic content efforts of the group.
Person Specification
The following skills and experience are required for this role:
- Highly motivated with the ability to work independently, multi-task and meet aggressive deadlines
- Ability to work in a team-oriented environment, sharing of information and collaboration is essential for success
- Strong communication, interpersonal and presentation skills
- CRM, Excel, PowerPoint, VBA & Access Database skills
- Strong data manipulation and reporting skills
- Ability to analyze large data sets and present conclusions concisely
- An understanding of hedge fund strategies and the Prime Brokerage model would be useful.
- Series 7 and 63 will be required - does not need to already have these licenses yet
- Strong team player and understands the importance of teamwork
- Ability to multi-task and have a strong awareness of time management
- Strong communicator and presentation skills
- Confident in a client setting and client-facing role
- Strong attention to detail, accuracy and timeliness is essential as well as multi-tasking. Meeting deadlines, proactivity and being punctual with assignments is key
- Strong understanding of professional ethics and regulatory environment
- Bachelor's degree required
Primary Location Full Time Salary Range of $125,000 - $175,000.
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.
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 committed to creating and sustaining a diverse workforce and encourages applicants from all backgrounds to apply. This includes applicants from historically underrepresented groups, including women, racial and ethnic minorities, members of the LGBTQ+ community, military veterans, and individuals with disabilities or who are neurodiverse.
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.
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.