Financial Strategy & Project Management Associate
About The Position
Support the development, enhancement, and maintenance of financial models Source, validate, and evaluate data for annual budgets, long-range planning, and monthly forecasts Continuously improve financial processes and analytical tools to meet the evolving needs of internal stakeholders Contribute to the preparation of investor relations materials, including financial presentations and performance summaries Analyze financial data to identify trends, variances, and opportunities for improvement Oversee end to end delivery of technology initiatives such as portfolio management tools, trading workflows, data workflows, OMS/ PMS integration and regulatory reporting tools, etc. Develop detailed project plans, timelines, and roadmaps; manage scope risk, dependencies, and budgets. Maintain clear communication and drive alignment among portfolio managers, risk officers, operations, compliance, and technology leadership to ensure cohesive decision making and project delivery
Requirements
- Strong financial modeling and analytical skills
- Proficiency in Microsoft Excel, Word, and financial software applications
- Knowledge of financial statement analysis
- Strong attention to detail and problem-solving abilities
- Excellent communication skills and capable to execute in a fast-paced environment
- Ability to identify operational inefficiencies and propose solutions
- Prior experience with any or all aspects of project management, SDLC and Agile Methodologies Experience and knowledge of different asset classes such as Equities, Options and Futures
- Experience in managing project finances (POs, Invoicing, Vendor Relations, etc.)
- Strong time management skills and experience managing multiple projects simultaneously
Nice To Haves
- strong understanding of IT infrastructure environments and knowledge in different technical areas specific to Network, Server, Storage and Security
Responsibilities
- Support the development, enhancement, and maintenance of financial models
- Source, validate, and evaluate data for annual budgets, long-range planning, and monthly forecasts
- Continuously improve financial processes and analytical tools to meet the evolving needs of internal stakeholders
- Contribute to the preparation of investor relations materials, including financial presentations and performance summaries
- Analyze financial data to identify trends, variances, and opportunities for improvement
- Oversee end to end delivery of technology initiatives such as portfolio management tools, trading workflows, data workflows, OMS/ PMS integration and regulatory reporting tools, etc.
- Develop detailed project plans, timelines, and roadmaps; manage scope risk, dependencies, and budgets.
- Maintain clear communication and drive alignment among portfolio managers, risk officers, operations, compliance, and technology leadership to ensure cohesive decision making and project delivery
Benefits
- 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.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
Number of Employees
5,001-10,000 employees
