Capital Introductions Analyst/Associate

Jefferies Group-posted 10 months ago
$125,000 - $175,000/Yr
Full-time • Entry Level
New York, NY
Securities, Commodity Contracts, and Other Financial Investments and Related Activities
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We are seeking an Analyst/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.

  • 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.
  • 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).
  • Ownership and maintenance of presentation materials, reports, content pieces.
  • Work with a variety of lines of business across equities, banking and research, especially with the prime services and research sales teams.
  • Advise hedge fund clients on their capital raising initiatives which may include strategic positioning, product expansion and competitive intelligence.
  • Conduct statistical analysis of hedge fund performance data using various data vendors.
  • Support the execution of capital introduction conferences and client roadshows across the US.
  • Assist 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.
  • 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.
  • Strong attention to detail, accuracy and timeliness is essential as well as multi-tasking.
  • Strong understanding of professional ethics and regulatory environment.
  • Bachelor's degree required.
  • Medical, dental & vision coverage.
  • 401(k).
  • Life, accident, and disability insurance.
  • Wellness programs.
  • Paid time off packages that include planned time off (e.g., vacation), unplanned time off (e.g., sick leave), and paid holidays.
  • Paid parental leave.
  • Annual discretionary incentive and retention bonus.
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