Jefferies Financial Group

Outsourced Trading Continuity - Associate

Jefferies Financial Group$135K — $165K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 2-3 years of industry experience required
  • Extremely detail-oriented and focused
  • Efficient with excellent time management skills
  • Ability to manage multiple requests in a team setting
  • Strong follow-up skills
  • Ability to prioritize tasks swiftly under pressure
  • Familiarity with various OMS systems
  • Understanding of the trade lifecycle
  • SIE, Series 7, Series 63 certifications preferred
  • Knowledge of Bloomberg is a plus

Responsibilities

  • Coordinate new client onboardings and broker relations
  • Serve as an escalation point for trading continuity issues
  • Act as the relationship manager for client inquiries
  • Assist with directed broker setups and documentation
  • Organize and host calls with clients and stakeholders
  • Maintain trading blocks and rules in execution management systems
  • Collaborate with technology to improve client services
  • Oversee resolution of broker trade settlement breaks

Benefits

  • Comprehensive health insurance
  • Retirement savings plan with company match
  • Flexible work hours and remote work options
  • Professional development opportunities
  • Employee wellness programs
Full Job Description
Job Description

Job Description:

The Outsourced Trading Desk Continuity team is responsible for the support and management for all Outsourced Trading client integrations and broker relations. The right candidate will be part of the firm's Outsourced Trading Desk and be client-facing working directly with the firm's Outsourced Trading clients, brokers, and third party OMS providers. The right candidate will assist in addressing client inquiries and help drive revenue across our client base.

This individual's responsibilities will include but are not limited to:
  1. Responsible for coordinating new client onboardings, third party OMS integrations for clients, setting up executing broker relationships for the desk, and managing client commission schedules & broker wallets
  2. One of the escalation points for internal Outsourced Trading Desk inquiries and trading continuity issues, reports into the Head of OTD Continuity
  3. Client-facing responsibility acting as the relationship manager with each client's COO on ad hoc Q&A and setup questions
  4. Assisting with directed broker setups for clients, including the coordination of connectivity and documentation
  5. Organize and host new client calls with clients and other internal stakeholders
  6. Responsible for maintaining blocks, trading rules, fix tags, and OTD trading toolbars in the team's execution management system, Eze RealTick
  7. Work with technology to help address client inquiries and drive platform enhancements
  8. Oversee resolution of broker trade settlement breaks both foreign and domestic

The qualifications and skills needed would include:
  1. At least 2-3 years of industry experience
  2. Extremely detail-oriented, superior focus, knowledge retention
  3. Efficient in their responsibilities and time management
  4. Able to handle and manage multiple requests within a team environment
  5. Maintains superior follow-up skills
  6. Acts with sense of urgency on requests and ability to prioritize tasks
  7. Ability to work under pressure in a fast paced environment
  8. Knowledge of various OEMS systems
  9. Thorough understanding of trade lifecycle
  10. SIE, Series 7, Series 63 certifications ideal
  11. Bloomberg knowledge preferred

New York, NY Full Time Base Salary Range of $135,000-$165,000.

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
Net Income
$775.2 million
5 Year Trend
-9.8%
Revenue
$6.7 billion

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