Investment Manager Due Diligence Research Analyst - AVP
Apply NowCompany: Jefferies Financial Group
Location: New York, NY 10025
Description:
Job Description
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.
Description: Assistant Vice President - Alternative and long-only investment manager research analyst
Jefferies Wealth Management is seeking an analyst to assist in due diligence across alternative and long-only third-party investment managers. The ideal candidate should bring approximately 2-5 years' experience in financial services with preference given towards candidates with experience in manager research.
Primary Areas of Responsibility: with a focus on fee-based advisory solutions and alternative investments, assist senior due diligence professionals in vetting managers, ongoing manager due diligence, communication with advisors, and assist in building model and bespoke portfolios.
Primary Areas of Support: collaborate with senior due diligence team, business leaders, operations, and advisors to diligence managers and ensure that knowledge is being effectively communicated across the business
Minimum Requirements:
Primary Location Full Time Salary Range of $125,000 - $150,000.
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.
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.
Description: Assistant Vice President - Alternative and long-only investment manager research analyst
Jefferies Wealth Management is seeking an analyst to assist in due diligence across alternative and long-only third-party investment managers. The ideal candidate should bring approximately 2-5 years' experience in financial services with preference given towards candidates with experience in manager research.
Primary Areas of Responsibility: with a focus on fee-based advisory solutions and alternative investments, assist senior due diligence professionals in vetting managers, ongoing manager due diligence, communication with advisors, and assist in building model and bespoke portfolios.
- Provide support to senior investment staff in evaluating investment opportunities through comprehensive quantitative and qualitative diligence
- Maintain notes, exposure, and attribution data and present finding to senior investment staff
- Analyze markets and investment trends both domestically and abroad; monitor current market conditions to help assess relative attractiveness of investment opportunities
- Maintain internal and external databases including manager letters, risk reports, returns, and analytical data
- Assist in the preparation of presentations to the investment committee for the senior investment staff
- Work with the group's outsourced operational due diligence provider and review reports and diligence updates, providing summary details to senior investment staff
- Work with senior investment staff in providing asset allocation and portfolio construction guidance
- Work closely with financial advisors to communicate view of the senior investment staff and assist with ad hoc requests
- Professionally represent Jefferies at manager meetings, conferences, and industry events
Primary Areas of Support: collaborate with senior due diligence team, business leaders, operations, and advisors to diligence managers and ensure that knowledge is being effectively communicated across the business
Minimum Requirements:
- Two to five years of relevant experience preference given to candidates with financial analysis and manager research experience
- Demonstrates intellectual curiosity, creative and critical thinking skills
- Possesses strong organization, analytical, and written and oral communication skills
- Self-motivated to learn new concepts and participate in new projects
- Ability to manage multiple products concurrently while maintaining strong attention to detail
- CFA or progress towards a CFA is a plus
- Candidate will be required to hold or obtain Series 7 & 66
Primary Location Full Time Salary Range of $125,000 - $150,000.
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.