Managed Fixed Income (MFI) Trade and Advisory Services Support - AVP/VP
at Jefferies
Posted 17 days ago
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Responsible for all operational aspects of Managed Fixed Income trading and advisory support, including trade follow-up with portfolio managers, trade entry and settlements, reconciliations, and client/custodian coordination. Leads end-to-end processes from client onboarding and documentation maintenance to consolidated reporting, quality control of marketing materials, and timely legal and counterparty documentation review. Requires strong organization, prioritization, problem-solving, and data-management skills, contributes to strategic initiatives and process controls; Series 7 & 66 and 6+ years of financial industry experience preferred.
- Compensation
- $140,000 – $175,000 USD
- City
- New York City
- Country
- United States
Currency: $ (USD)
Full Job Description
Managed Fixed Income (MFI) Trade and Advisory Services Support - AVP/VP
Job Description
The role of Managed Fixed Income (MFI) Trade and Advisory Services Support handles all operational aspects of the MFI business’ trading activity and FA and client support. This includes direct follow up with the Portfolio Managers to review trading activity, the impact and consequences. Additionally, this role focuses on the end-to-end processes from client onboarding to maintenance activities to consolidated reporting for the broader Advisory business.
This role requires a high degree of organization, planning and prioritization, hands-on problem solving and excellent communication skills to address day to day issues and friction points. Additionally, this role will contribute to and assume a leadership role as part of various strategic initiatives.
Primary Areas of Responsibility
- Execute new client onboarding including documentation and any unique client requests
- Educate and coordinate CSAs on MFI as well as Advisory requirements and review client onboarding documentation for accuracy
- Update MFI client documentation and post to SharePoint
- Perform Quality Control of Marketing decks assisting Marketing
- Provide high quality Support on ad-hoc requests from FA teams & MFI Team
- Coordinate onboarding and be the focal point for all questions/issues from Custodians
- Ensure timely Legal review and approval of trading documentation from all counterparties
- Identify and resolve daily feed or reconciliation issues in Clearwater and InvestorTools
- Monitor the MFI group email and ensure items are responded to and closed out in a timely manner.
- Review and check all trading activities from prior day(s). Communicate with the Portfolio Managers to confirm any open follow up and next steps.
- Provide high quality daily support of trade entry and settlements recognizing time sensitivity
- Communicate daily with any open issues, updates and statuses to the Portfolio Management team
- Implement Key Process Controls (KPCs) that ensure key/manual process steps are being completed as intended
- Provide key contributions and thought leadership to various strategic initiatives focusing on efficiency and risk mitigation.
Success Measures:
- Contribution to the effectiveness of the Advisory Operations team
- Contribution and support of targeted solutions to increase efficiency
- Feedback from peers and partners on effecting timely resolution of pressing issues
- Feedback from FAs specific to Advisory business efficiency and client experience
Experience:
- Minimum 6+ years financial industry experience with 2+ years’ experience in Fixed Income Operations preferred
- Ability to work in a fast-paced, demanding environment requiring high capacity
- Excellent problem-solving skills with a demonstrated ability to collaborate with others in identifying possible solutions
- Experience managing large data sets to determine trends
- Series 7 & 66 required
Primary Location Full Time Salary Range of $140,000 - $175,000.
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 3316
- Job Category Wealth Management
- Posting Date 11/03/2025, 08:34 PM
- Job Schedule Full time
- Locations 520 Madison Avenue, New York, NY, 10022, US
