Wealth Management Analyst
Posted on: 22 Feb 2021
New York, New York
Job Description
Primarily responsible to assist in managing team’s relationships and account reviews; prepare timely and accurate performance reports
Analyze client/prospect data to develop customized financial plans/asset allocation proposals utilizing the Firm’s software tools
Provide individualized recommendations to the Advisor regarding client circumstances by sourcing investment ideas or upgrades to existing investment portfolios
Prepare and maintain team’s asset allocation model portfolios
Prepare presentations and financial plans to assist Advisors in obtaining/retaining clients’ business
Facilitate investment trades
Qualifications
Bachelor’s degree in Finance, Economics, Math, Computer Science or a related field preferred.
Skills in Microsoft Excel, Word, PowerPoint and financial planning software programs
1-2 years of related work experience
Strong quantitative, analytical and problem-solving skills
Solid skills to communicate and interact effectively with the team and clients
Series SIE/Series 7 and Series 66 or Series 63 and Series 65 or successful completion of Series SEI/Series 7 and Series 66 Exams within the time frame provided
Jefferies Financial Group Inc.
New York, New York
Jefferies Financial Group Inc., a financial services company, engages in investment banking and capital markets, asset management, and direct investing businesses in the Americas, Europe, and Asia. the company also offers equities research, sales, and trading services; equity finance services comprising financing, securities lending, and other prime brokerage services; and wealth management services to high net worth individuals, their families and businesses, private equity and venture funds, and small institutions.
In addition, it provides fixed income sales and trading services for investment grade corporate bonds, U.S. and European government and agency securities, municipal bonds, mortgage- and asset-backed securities, leveraged loans, consumer loans, securities, markets debt, interest rate, and credit derivative products, as well as foreign exchange trade execution and securitization capabilities, as well as manages, invests in, and provides services to a group of alternative asset management platforms in investment strategies and asset classes.
The company was formerly known as Leucadia National Corporation and changed its name to Jefferies Financial Group Inc. in May 2018. Jefferies Financial Group Inc. was founded in 1968 and is headquartered in New York, New York.
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IndustryInvestments Management
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No. of Employees4,700
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Website
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Jobs Posted190
