Capital Introductions Associate Jobs

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

We are seeking an Associate to join the Prime Services group, focused in supporting and working exclusively with the Capital Intelligence Teams. The Capital Intelligence 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:

• Ownership and maintenance of presentation materials, reports, content pieces,
• Working within project management, Excel, Powerpoint and CRM system
• Conducting statistical analysis of hedge fund performance data using various data vendors
• 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.
• Supporting the execution of capital introduction conferences and client roadshows across the US
• 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.
• Intellectual curiosity and desire to understand client strategies and the different products and services internally
• 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.
• Ability to work with a variety of lines of business across equities, banking and research, especially with the prime services and research sales teams.
• Advising hedge fund clients on their capital raising initiatives which may include strategic positioning, product expansion and competitive intelligence

Person Specification

The following skills and experience are required for this role:

• Strong communicator and presentation skills
• Strong understanding of professional ethics and regulatory environment
• An understanding of hedge fund strategies and the Prime Brokerage model would be useful.
• Strong data manipulation and reporting skills
• CRM, Excel, PowerPoint, VBA & Access Database skills
• Strong attention to detail, accuracy and timeliness is essential as well as multi-tasking. Meeting deadlines, proactivity and being punctual with assignments is key
• Series 7 and 63 will be required – does not need to already have these licenses yet but preferred
• CFA or CAIA would be useful but not required
• Strong team player and understands the importance of teamwork
• Highly motivated with the ability to work independently, multi-task and meet aggressive deadlines
• Ability to multi-task and have a strong awareness of time management
• Strong communication, interpersonal and presentation skills
• Ability to work in a team-oriented environment, sharing of information and collaboration is essential for success
• Confident in a client setting and client-facing role
• Ability to analyze large data sets and present conclusions concisely
• Bachelor’s degree required

The salary range for this role is $125,000 - $150,000.

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. We practice equal opportunity for all, and 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 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 qualified disabilities, as appropriate, under applicable law.

All employees must follow Jefferies’ COVID-19 policy, which is subject to change. Your acceptance of an offer means that you will comply with the COVID-19 policy. Jefferies expects that you will work in-person in the office on a schedule set by your manager or the firm.