2023 Wealth Management Analyst - Investment and Wealth Solutions Team

Jefferies Group LLC, the largest independent, global, full-service investment banking firm headquartered in the U.S. focused on serving clients for 60 years, is a leader in providing insight, expertise and execution to investors, companies and governments. 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. Jefferies Group LLC is a wholly-owned subsidiary of Jefferies Financial Group Inc. (NYSE: JEF), a diversified financial services company.

Responsibilities:

• Support members of the investment team in areas across performance reporting, advisory platform, vendor project management, and due diligence
• Assist team with account opening and account monitoring
• Maintain performance reporting across wealth management
• Maintain the internal and external shared databases for investment due diligence.
• Track documentation and coordination with in-house counsel
• 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
• Work independently and collaboratively between vendors and across the firm to meet deliverables and ensure a smooth, and effective project implementation

Qualifications:

• Bachelor’s degree with demonstrated interest in economics and/or investing
• Seeking students graduating in December 2022
• 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

Diversity, Equal Employment Opportunity, Reasonable Accommodations and COVID

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 supporting 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 workplace.  We practice equal opportunity for all, regardless of race, religion, ancestry, color, gender, pregnancy, age, physical or mental disability or medical condition, national origin, marital status, sexual orientation, gender identity or expression, covered 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. In accordance with applicable law, we are dedicated to finding reasonable accommodations for candidates and employees’ religious practices and beliefs, as well as any mental health or physical disability needs. Please inform your recruiter should you require accommodations throughout your application process.

Jefferies’ COVID-19 Policy – US

The salary for this role is $75,000.