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Jefferies 2023 Wealth Management Summer Analyst Program - New York

Jefferies, the global investment banking firm, has served companies and investors for over 55 years. Headquartered in New York, with offices in over 30 cities around the world, the firm provides clients with capital markets, financial advisory services, institutional brokerage, wealth management and securities research. The firm provides research and execution services in equity, fixed income, foreign exchange, futures and commodities markets, and a full range of investment banking services including underwriting, mergers and acquisitions, restructuring and recapitalization, and other advisory services, with all businesses operating in the Americas, Europe and Asia.

Recent Awards and Acknowledgements
  • One of the World’s Most Admired Companies - Fortune Magazine
  • Most Innovative Investment Bank for Growth Companies - The Banker
  • One of the 100 Best Companies to Work For - The Sunday Times of London
  • Best Place to Work of the Decade in the Global Financial Markets - Here Is The City

Group Description

Jefferies Wealth Management is dedicated to providing a full suite of world-class open architecture financial services to high-net-worth individuals and their families, as well as institutions and family offices. Focusing on long-term preservation and growth of capital, Jefferies Wealth Management professionals seek to provide the critical thinking and acumen needed to address the full range of significant financial events impacting our clients. Wealth Management's core services include:
  • Investment Advisory Services 
  • Financial Planning 
  • Family Offices & Institutional Consulting 
  • Executive Services 
  • Lending 

Wealth Management leverages the power of Jefferies’ internal capabilities as well as third-party service providers. As our private wealth clients have broad-based needs, Wealth Management works closely with and touches virtually all parts of Jefferies.
Primary Responsibilities

The Wealth Management Analysts will assist the management team on a wide variety of projects and analysis with components of strategy, data gathering/inquiry, management reporting, and budgetary exercises. In addition, they will work with various business teams involved with Hedge Funds, Private Equity, Mutual Funds, UMA’s, SMA’s, Portfolio Management, Fixed Income, Equities, Asset Allocation, Financial Analysis, and Performance Reporting on both advisory and brokerage accounts.

Desired Background & Skills
  • Professional nature to handle sensitive information and work with senior management
  • Deep analytical and presentation skills
  • Data management: comfortable handling large data sets and displaying end results
  • Strong attention to detail: ability to spot problems and irregularities
  • Ability to define and apply systematic solutions to complex problems
  • Collaborate with Management and Financial Advisors around issues impacting clients
  • Strong organization and presentation skills
  • Ability to handle high pressure situations and tight deadlines
  • Ability to manage a range of non-standard assignments
  • Demonstrate first rate attention to detail and adhere to policy & processes

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 supporting 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 workplace. We practice equal opportunity for all, regardless of race, religion, ancestry, color, gender, pregnancy, age, physical or mental disability or medical condition, national origin, marital status, sexual orientation, gender identity or expression, covered 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. In accordance with applicable law, we are dedicated to finding reasonable accommodations for candidates and employees’ religious practices and beliefs, as well as any mental health or physical disability needs. Please inform your recruiter should you require accommodations throughout your application process.

It is currently Jefferies’ policy that in order to enter any Jefferies office or participate in any Jefferies or client event in person, all employees be fully vaccinated and with a booster against COVID-19, or if they are not fully vaccinated with a booster, then on the morning of each day, all employees must test negative for COVID-19. Your acceptance of an offer means that you will comply with this policy and any amendments. You will be advised by your manager of your anticipated schedule to be in the office