Jefferies · 3 months ago
Managed Fixed Income (MFI) Trade and Advisory Services Support - AVP/VP
520 Madison Avenue, New York, NY, 10022, US
Full-time
Onsite
Mid, Senior Level
$140K/yr - $175K/yr
6+ years expJefferies 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. The role of Managed Fixed Income (MFI) Trade and Advisory Services Support handles all operational aspects of the MFI business’ trading activity and client support, focusing on client onboarding, documentation accuracy, and quality control of trading activities.
BankingFinancial ServicesWealth Management
Responsibilities
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
Qualification
Required
Minimum 6+ years financial industry experience
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
Preferred
2+ years' experience in Fixed Income Operations preferred
Benefits
Annual discretionary incentive and retention bonus
Competitive employee benefits, including: medical, dental & vision coverage
401(k)
Life, accident, and disability insurance
Wellness programs
Paid time off packages that include planned time off (e.g., vacation)
Unplanned time off (e.g., sick leave)
Paid holidays
Paid parental leave
Company
Jefferies
Jefferies provides research and execution services in equity, fixed income, and foreign exchange markets.
5001-10000 employees
H1B Sponsorship
Jefferies has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (147)
2024 (122)
2023 (83)
2022 (183)
2021 (169)
2020 (60)
Funding
Current Stage
Late StageTotal Funding
unknown2012-11-12Acquired
Leadership Team
Shekhar Asnani
Vice President Investment Banking
Cameron Lester
Managing Director, Global Co-head of Tech Investment Banking
Recent News
2026-01-08
2026-01-07
2026-01-05
Company data provided by crunchbase