Jefferies Financial Group

Business Development Analyst/Associate - Jefferies, Asset Management Division

Jefferies Financial Group • $100K — $150K *
New York, NY 10025In-Person
Finance & Insurance
Less than 5 years of experience
1 week ago
Job Overview by Ladders

Qualifications

  • Bachelor's degree required; CFA and/or CAIA designation preferred.
  • 1-4 years of relevant work experience in markets, investments, and/or financial services.
  • Strong interpersonal and communication skills (verbal and written).
  • Ability to synthesize detailed financial information succinctly.
  • Proficiency with Microsoft Excel, PowerPoint, and Salesforce.
  • Strong organizational skills and attention to detail.

Responsibilities

  • Support marketing and investor relations efforts across all aspects.
  • Assist senior Business Development team members in sales process activities.
  • Organize target lists of potential new clients and manage sales processes.
  • Maintain CRM system (Salesforce) and other client databases.
  • Respond to investor inquiries and coordinate with internal teams as needed.
  • Assist potential investors in their due diligence processes.
  • Develop product and strategy knowledge to effectively communicate with clients.

Benefits

  • Comprehensive health insurance coverage.
  • 401(k) retirement plan with company match.
  • Generous paid time off policy.
  • Opportunities for professional development and certification.
Full Job Description
Job Description

Business Development Analyst/Associate - Jefferies, Asset Management Division

Role Description
  • Responsible for supporting all aspects of the marketing and investor relations efforts
  • Assist senior members of the Business Development team in all stages of the sales process, including product and market research, organizing target lists of potential new clients, and sales process management
  • Assist with the upkeep of CRM system (Salesforce) and other client databases
  • Assist the Business Development team with ad hoc tasks and research in preparation for client meetings
  • Responding to investor inquiries and data requests, coordinating with relevant internal parties as required
  • Assist potential investors by completing their due diligence processes and providing timely responses
  • Develop product and strategy-specific knowledge to communicate effectively with affiliated asset managers and clients

Professional and Educational Requirements
  • Bachelor's degree required; CFA and/or CAIA designation a plus
  • 1-4 years of relevant work experience in markets, investments, and/or financial services
  • Strong interpersonal and communication skills (verbal and written)
  • Ability to synthesize detailed financial information succinctly
  • Ability to support and "take ownership" of multiple client projects and requests simultaneously
  • Ability to work collaboratively with senior members of the business development team and other internal stakeholders (investor relations, operations, compliance, and investment teams)
  • Proficiency with Microsoft Excel, PowerPoint, and Salesforce
  • Strong organizational skills and attention to detail

New York, NY Base Salary Range of $100.000-150,000.

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About Jefferies Financial Group

Jefferies Financial Group Inc. is a diversified financial services company that operates in investment banking, capital markets, asset management, and direct investing. The company was founded in 1962 and is headquartered in New York City. Jefferies Financial Group has operations in over 30 countries and employs over 4,000 people. The company's businesses include Jefferies, a global investment bank; Leucadia Asset Management, an asset management firm; and Berkadia, a commercial real estate company. Jefferies Financial Group is publicly traded on the New York Stock Exchange under the ticker symbol JEF.
Learn more about Jefferies Financial Group
Size
4,400 employees
Market Cap
$8 billion
Industry
Finance & Insurance
Net Income
$775.2 million
5 Year Trend
-9.8%
Revenue
$6.7 billion
* Ladders Estimates

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