
Wealth Fixed Income Execution Desk Analyst
Required skills
- Fixed Income
- Execution Desk
- Middle Office
- Trading Assistant
- Business Analyst
- Trade Life Cycle
- Booking
- Settlement
- TRACE
- MSRB
Nice to have
- Pershing Netx360
- Bloomberg
- Series 7
- Series 63
- Series 66
- Spanish
Role summary
Jefferies is seeking a Wealth Fixed Income Execution Desk Analyst to join their Middle Office/Trading Assistant/Business Analyst team in New York City. This role focuses on the operational aspects of fixed income trading, covering the full trade lifecycle from booking to settlement, including regulatory reporting (TRACE/MSRB) and best execution. The analyst will support Financial Advisor teams, confirm transactions, and assist with market communication. Qualifications include a Bachelor's degree in a related field, advanced Microsoft Office skills, strong analytical abilities, 2-4 years of financial services experience, and familiarity with platforms like Pershing Netx360 and Bloomberg. Series 7, 63, and 66 licenses are preferred.
Jefferies Wealth Fixed Income Execution Desk
Middle Office/Trading Assistant/Business Analyst
Jefferies Financial Group Inc. (‘‘Jefferies,’’ ‘‘we,’’ ‘‘us’’ or ‘‘our’’) is a U.S.-headquartered global full service, integrated investment banking and securities firm. Our largest subsidiary, Jefferies LLC, a U.S. broker-dealer, was founded in the U.S. in 1962 and our first international operating subsidiary, Jefferies International Limited, a U.K. broker-dealer, was established in the U.K. in 1986. Our strategy focuses on continuing to build out our investment banking effort, enhancing our capital markets businesses, and further developing our Leucadia Asset Management alternative asset management platform. We offer deep sector expertise across a full range of products and services in investment banking, equities, fixed income, asset and wealth management in the Americas, Europe and the Middle East and Asia.
Jefferies Fixed Income Execution Desk facilitates client orders on a riskless basis functioning across all fixed income products, seeking best execution to fill client orders. The desk is responsible for the full life cycle of transactions from trade to settlement.
Job Description: Candidate will focus on fixed income operational functions, learning all aspects and roles on the Fixed Income Execution Desk. Candidate will be responsible for complete trade life cycle from booking to settlement including regulatory requirements such as TRACE/MSRB reporting, best execution, and prevailing market price. The role includes assisting the team with communicating market color/context and opportunities.
Primary areas of Responsibilities:
- Support Financial Advisor teams from pre to post transaction
- Confirming and matching all fixed income transactions versus street counterparties
- Regulatory checks at start and end of each trading day
- Monitory of TRACE and MSRB web sights
- Business analysis
- Facilitating client fixed income orders
Qualifications:
- Bachelor’s degree in business administration, Finance, Economics, or related field preferred
- Advanced skills in Microsoft Excel, Word, and PowerPoint
- Strong quantitative, analytical, and critical thinking skills
- Excellent time management and the ability to prioritize workflow
- 2-4 years of related in financial services experience
- Effective communication skills
- Experience with Pershing Netx360, Bloomberg
- Series 7, 63 and 66
- Spanish and or Portuguese helpful
New York, NY Full Time Base Salary Range of $85,000-105,000.
#LI-DNI
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.
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