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Financial Strategy & Project Management Associate

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Jefferies

1mo ago

  • Job
    Full-time
    Mid & Senior Level
  • Business, Operations & Strategy
    Banking & Finance
  • New York

AI generated summary

  • You should have strong financial modeling, Excel skills, financial analysis knowledge, project management experience, and understanding of asset classes. Detail-oriented with excellent communication and time management abilities.
  • You will develop financial models, analyze data trends, manage technology projects, prepare investor materials, and ensure communication across teams for effective 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

Responsibilities

  • 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

FAQs

What is the primary location for the Financial Strategy & Project Management Associate position?

The primary location for this position is New York.

What is the salary range for the Financial Strategy & Project Management Associate role?

The salary range for this role is between $95,000 and $115,000.

What type of financial analysis skills are required for this position?

Strong financial modeling and analytical skills are required, along with knowledge of financial statement analysis.

Are there any specific software proficiencies needed?

Yes, proficiency in Microsoft Excel, Word, and financial software applications is necessary.

Is prior project management experience required for the role?

Yes, prior experience with project management, SDLC, and Agile methodologies is required.

What are some of the key tasks the associate will be responsible for?

The associate will support financial model development, data validation for budgets, improvement of financial processes, preparation of investor materials, and oversee technology initiatives.

Does this position require strong communication skills?

Yes, excellent communication skills are essential for this position to ensure cohesive decision-making and project delivery.

Will the associate be involved in managing project finances?

Yes, experience in managing project finances, including POs, invoicing, and vendor relations, is required.

Is knowledge of different asset classes necessary for this role?

Yes, experience and knowledge of different asset classes such as Equities, Options, and Futures is preferred.

What kind of benefits does Jefferies offer to employees?

Jefferies offers a comprehensive benefits package, including medical, dental, and vision coverage, a 401(k), life insurance, wellness programs, and paid time off including parental leave.

Jefferies, the global investment banking firm serving clients for 60 years.

Finance
Industry
1001-5000
Employees
1962
Founded Year

Mission & Purpose

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.

Benefits

  • Wellness Programs

  • Health Care and Insurance Plans

  • Employee Discounts