Portfolio Management Product Support (Syncova) jobs in United States
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Jefferies · 5 months ago

Portfolio Management Product Support (Syncova)

position101 Hudson Street, Jersey City, NJ, 07302, US
timeFull-time
remoteOnsite
seniorityMid Level
money$100K/yr - $120K/yr

Jefferies is seeking a highly detail-oriented and proactive Portfolio Management Product Support to join their Corporate team. In this role, you will support day-to-day margin processes across multiple regions, collaborating closely with internal teams such as Market Risk, Credit Risk, and Client Services.

BankingFinancial ServicesWealth Management
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H1B Sponsor Likelynote

Responsibilities

Conduct daily margin checkouts across APAC, EU, and US regions
Collaborate with Market Risk, Credit Risk and Business teams to ensure margin requirements are accurate and escalate discrepancies as needed
Monitor and support data entry and analysis within the firm’s margin system (Advent Syncova)
Act as a primary contact for Prime Services, Market Risk, Credit Risk, and other internal stakeholders
Execute overrides provided by Risk Management in the Syncova Margin System for both Synthetic and Cash Prime Brokerage accounts
Engage with Client Service Representatives and clients to support margin-related inquiries and requests
Provide ad-hoc reporting and data output as requested by various internal teams
Assist in the onboarding process for new clients, including system testing and support
Escalate and prioritize issues to the appropriate teams to ensure timely resolution

Qualification

SQLAdvent SyncovaMargin OperationsRisk ManagementAnalytical capabilitiesCommunication skillsOrganizational skillsTeam collaboration

Required

Extremely detail-oriented with strong analytical capabilities
Solid experience with SQL; able to code business logic using stored procedures, functions, and triggers
Proven ability to manage multiple requests and tasks within a collaborative team environment
Excellent follow-up and organizational skills
Strong sense of urgency and ability to act decisively
Exceptional knowledge retention and the ability to learn quickly in a dynamic setting

Preferred

Previous experience in a Prime Brokerage, Margin Operations, or Risk Management support role
Familiarity with Advent Syncova or similar margin systems

Company

Jefferies

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Jefferies provides research and execution services in equity, fixed income, and foreign exchange markets.
dateFounded in 1962
location
New York, New York, USA
people-size5001-10000 employees
web-link
http://www.jefferies.com

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 Stage
Total Funding
unknown
2012-11-12Acquired

Leadership Team

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Shekhar Asnani
Vice President Investment Banking
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Cameron Lester
Managing Director, Global Co-head of Tech Investment Banking
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