Senior Vice President - Advisory and Traditional Manager Investment Research - (Job Number: 230[...]

Jefferies; New York (NY); On-site; USD 150,000 - 250,000; Full time

Job summary

A leading financial services firm is seeking a Senior Vice President for Advisory and Traditional Manager Investment Research. The role involves overseeing manager research for separately managed accounts and mutual funds, conducting due diligence, and mentoring analysts. The ideal candidate will have significant experience in financial services and strong analytical skills, contributing to the firm's growth and client success.

Qualifications

• Approximately 10 years’ experience in financial services.
• Strong written and verbal communication skills.
• Ability to manage multiple products simultaneously.

Responsibilities

• Conduct comprehensive quantitative and qualitative manager research.
• Assist in managing the advisory business and compliance.
• Create model portfolios and respond to financial advisory inquiries.

Skills

Manager due diligence

Portfolio construction

Quantitative analysis

Qualitative analysis

Financial advisory

Education

Bachelor's degree

CFA or progress towards CFA

Job description

Senior Vice President - Advisory and Traditional Manager Investment Research - (Job Number: 23000184)

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: SVP Advisory and Traditional Manager Investment Research

Jefferies Wealth Management is seeking a senior analyst to assist in managing the advisory business as well as overseeing manager research for separately managed accounts (SMAs) and mutual funds. The ideal candidate should bring approximately 10 years’ experience in financial services with a combination of expertise across manager due diligence, portfolio construction, and the day-to-day functions involved in running an advisory business. The right candidate brings strong experience and self-motivation to Jefferies’ fast-paced and growing wealth management business.

Responsibilities:

· Conduct comprehensive quantitative and qualitative manager research on SMAs and mutual funds to create lists of recommended managers across asset classes

· Assist in managing all aspects of the advisory business including understanding account types, staying abreast of rules & regulations, and regularly collaborating with supervision, legal, and compliance

· Build on Morningstar and manager meetings to create written internal notes and external content for financial advisors describing fund manager strategies and rationales for recommendations

· Builds and maintain the featured strategies guide and lead a quarterly call with financial advisors and asset managers to review changes and top recommendations

· Create model portfolios with asset allocation and manager selection recommendations

· Respond to specific financial advisory inquiries regarding customized SMA or mutual fund searches

· Oversee offshore mutual fund agreement onboarding and maintenance

· Quickly respond to ad hoc requests

· Mentor analysts and associates on the team

· Demonstrate success in manager selection and build advisor following in recommended products

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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: SVP Advisory and Traditional Manager Investment Research

Jefferies Wealth Management is seeking a senior analyst to assist in managing the advisory business as well as overseeing manager research for separately managed accounts (SMAs) and mutual funds. The ideal candidate should bring approximately 10 years’ experience in financial services with a combination of expertise across manager due diligence, portfolio construction, and the day-to-day functions involved in running an advisory business. The right candidate brings strong experience and self-motivation to Jefferies’ fast-paced and growing wealth management business.

Responsibilities:

· Conduct comprehensive quantitative and qualitative manager research on SMAs and mutual funds to create lists of recommended managers across asset classes

· Assist in managing all aspects of the advisory business including understanding account types, staying abreast of rules & regulations, and regularly collaborating with supervision, legal, and compliance

· Build on Morningstar and manager meetings to create written internal notes and external content for financial advisors describing fund manager strategies and rationales for recommendations

· Builds and maintain the featured strategies guide and lead a quarterly call with financial advisors and asset managers to review changes and top recommendations

· Create model portfolios with asset allocation and manager selection recommendations

· Respond to specific financial advisory inquiries regarding customized SMA or mutual fund searches

· Oversee offshore mutual fund agreement onboarding and maintenance

· Quickly respond to ad hoc requests

· Mentor analysts and associates on the team

· Demonstrate success in manager selection and build advisor following in recommended products

!*!

· Approximately 10 years’ in financial services with experience conducting manager due diligence utilizing quantitative and qualitative analysis inside of wealth management business strongly preferred; candidates with relevant experience at a family office, OCIO, or other similar type organization will also be considered

· Awareness of advisory best practices, supporting software solutions (TAMPs), rules, and regulations

· Strong written and verbal communication skills to clearly and effectively articulate views on managers

· Ability to manage multiple products simultaneously while maintaining strong attention to detail

· Familiarity working with onshore and offshore vehicles is a plus

· Familiarity with Envestnet and/or other TAMPs is a plus

· CFA or progress towards a CFA is a plus

· Candidate will be required to hold or obtain Series 7 & 66 licenses

The salary range for this role is $150,000 - $250,000.

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.

About the company

Jefferies Group LLC is an American multinational independent investment bank and financial services company that is headquartered in New York City.

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