at Jefferies
Investment BankingPosted 2 months ago
No clicks
Join the asset management team to support and enhance financial models, budgeting, long-range planning, and monthly forecasting. You will source and validate data, analyze trends and variances, and help prepare investor relations materials and performance summaries. The role also leads delivery of technology initiatives (portfolio management tools, trading/data workflows, OMS/PMS integration, regulatory reporting), developing project plans, managing scope, budgets, and cross-functional stakeholder alignment. Strong analytical, financial modeling, communication, and project management skills are required to drive process improvements and operational efficiency.
- Compensation
- $95,000 – $115,000 USD
- City
- New York City
- Country
- United States
Currency: $ (USD)
Full Job Description
Financial Strategy & Project Management Associate
Job Description
Leucadia Asset Management
Financial Strategy & Project Management Associate
- Support the development, enhancement, and maintenance of financial models
- Source, validate, and evaluate data for annual budgets, long-range planning, and monthly forecasts
- Continuously improve financial processes and analytical tools to meet the evolving needs of internal stakeholders
- Contribute to the preparation of investor relations materials, including financial presentations and performance summaries
- Analyze financial data to identify trends, variances, and opportunities for improvement
- Oversee end to end delivery of technology initiatives such as portfolio management tools, trading workflows, data workflows, OMS/ PMS integration and regulatory reporting tools, etc.
- Develop detailed project plans, timelines, and roadmaps; manage scope risk, dependencies, and budgets.
- Maintain clear communication and drive alignment among portfolio managers, risk officers, operations, compliance, and technology leadership to ensure cohesive decision making and project delivery
Requirements:
- Strong financial modeling and analytical skills
- Proficiency in Microsoft Excel, Word, and financial software applications
- Knowledge of financial statement analysis
- Strong attention to detail and problem-solving abilities
- Excellent communication skills and capable to execute in a fast-paced environment
- Ability to identify operational inefficiencies and propose solutions
- Prior experience with any or all aspects of project management, SDLC and Agile Methodologies Experience and knowledge of different asset classes such as Equities, Options and Futures
- Experience in managing project finances (POs, Invoicing, Vendor Relations, etc.)
- Strong time management skills and experience managing multiple projects simultaneously
Preferred- strong understanding of IT infrastructure environments and knowledge in different technical areas specific to Network, Server, Storage and Security
Primary Location: New York Full Time Salary Range of $95,000-$115,000.
#LI-MB1
About Us
Jefferies is a leading global, full-service investment banking and capital markets firm that provides advisory, sales and trading, research, and wealth and asset management services. With more than 40 offices around the world, we offer insights and expertise to investors, companies, and governments.
At Jefferies, we are committed to building a culture that provides opportunities for all employees regardless of our differences and supports 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 committed to creating and sustaining a workforce that welcomes individuals from all backgrounds to apply. Our employment decisions are made without regard to race, creed, color, national origin, ancestry, religion, pregnancy, age, medical condition, physical or mental disability, marital status, domestic partner status, sex, sexual orientation, gender, gender identity or expression, veteran or military status, genetic information, reproductive health decisions, or any other factor protected by applicable law. We are committed to hiring the most qualified applicants and complying with all federal, state, and local equal employment opportunity laws. As part of this commitment, Jefferies will extend reasonable accommodation to individuals with disabilities, as required by applicable law.
The salary offered will take into consideration an individual’s experience level and qualifications. In addition to salary, Jefferies Financial Group is proud to offer a comprehensive benefits package to eligible, full-time employees or part-time employees, who are scheduled to work at least 30 hours or more per week, including an annual discretionary incentive and retention bonus, competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Jefferies also offers paid time off packages that include planned time off (e.g., vacation), unplanned time off (e.g., sick leave), and paid holidays, and for full-time employees, paid parental leave.
Job Info
- Job Identification 3669
- Job Category Asset Management
- Posting Date 01/21/2026, 06:32 PM
- Job Schedule Full time
- Locations 520 Madison Avenue, New York, NY, 10022, US
Similar Jobs
- openJobPreview(job.id), hasFocus: hasFocus " href="https://careers.jefferies.com/#en/sites/CX_1/job/3310">Vice President Investment Banking (or Senior Associate) Financial SponsorsNew York, NY, United StatesPosted on 01/14/2026
