Investment Manager Due Diligence Research Analyst - AVP
Investment Manager Due Diligence Research Analyst - AVP
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$ 125000 - 150000
1 Vacancy
Job Description
Jefferies Financial Group Inc. (Jefferies we us or our) is a global full service integrated investment banking and securities firm. Our largest subsidiary Jefferies LLC a U.S. brokerdealer was founded in the U.S. in 1962 and our first international operating subsidiary Jefferies International Limited a U.K. brokerdealer 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: Assistant Vice President Alternative and longonly investment manager research analyst
Jefferies Wealth Management is seeking an analyst to assist in due diligence across alternative and longonly thirdparty investment managers. The ideal candidate should bring approximately 25 years experience in financial services with preference given towards candidates with experience in manager research.
Primary Areas of Responsibility:with a focus on feebased advisory solutions and alternative investments assist senior due diligence professionals in vetting managers ongoing manager due diligence communication with advisors and assist in building model and bespoke portfolios.
- Provide support to senior investment staff in evaluating investment opportunities through comprehensive quantitative and qualitative diligence
- Maintain notes exposure and attribution data and present finding to senior investment staff
- Analyze markets and investment trends both domestically and abroad; monitor current market conditions to help assess relative attractiveness of investment opportunities
- Maintain internal and external databases including manager letters risk reports returns and analytical data
- Assist in the preparation of presentations to the investment committee for the senior investment staff
- Work with the groups outsourced operational due diligence provider and review reports and diligence updates providing summary details to senior investment staff
- Work with senior investment staff in providing asset allocation and portfolio construction guidance
- Work closely with financial advisors to communicate view of the senior investment staff and assist with ad hoc requests
- Professionally represent Jefferies at manager meetings conferences and industry events
Primary Areas of Support:collaborate with senior due diligence team business leaders operations and advisors to diligence managers and ensure that knowledge is being effectively communicated across the business
Minimum Requirements:
- Two to five years of relevant experience preference given to candidates with financial analysis and manager research experience
- Demonstrates intellectual curiosity creative and critical thinking skills
- Possesses strong organization analytical and written and oral communication skills
- Selfmotivated to learn new concepts and participate in new projects
- Ability to manage multiple products concurrently while maintaining strong attention to detail
- CFA or progress towards a CFA is a plus
- Candidate will be required to hold or obtain Series 7 & 66
Primary Location Full Time Salary Range of $125000 $150000.
Required Experience:
Exec
Employment Type
Full-Time
