Investor Operations - Associate jobs in United States
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Jefferies · 3 months ago

Investor Operations - Associate

position520 Madison Avenue, New York, NY, 10022, US
timeFull-time
remoteHybrid
seniorityMid Level
money$125K/yr - $175K/yr
date4+ years exp

Jefferies is a leading private credit manager and the asset management arm of Jefferies Finance LLC. They are seeking a motivated Associate to support investor operations primarily for their BDC and other products, focusing on onboarding investors and coordinating with various teams and platforms.

BankingFinancial ServicesWealth Management
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H1B Sponsor Likelynote

Responsibilities

Assist in the operational aspects of onboarding investors to the BDC and other products, including subscription document coordination and AML review with the administrator, transfer agent and with distribution platforms
Provide real-time updates to advisors, finance, and business development teams during the onboarding process
Track incoming wires from investors against completed subscription agreements
Handle any operational inquiries and questions from advisors and investors during onboarding and throughout the investment hold period
Identify, develop and document operational procedures for ongoing fund maintenance both internally and with distribution platforms
Develop strong understanding of distribution partners’ operational platforms
Assist in ongoing ad hoc projects to support the BDC and its expansion with the Business Development team

Qualification

Onboarding investorsFinancial industry experienceDistribution platformsMicrosoft Office proficiencyFlexibility under deadlinesCommunication skillsProblem identificationSelf-starterIntegrityWork ethic

Required

Bachelor's Degree
4-6 years of financial industry experience; BDC or open-ended fund experience is preferred but not required
Understanding of financial advisor and distribution platforms
Fluency with Microsoft Office applications (including Excel, Word and PowerPoint)
Strong verbal and written communication skills
Ability to identify and summarize issues and recommendations
Flexibility to work towards demanding deadlines and high priority deliverables outside of standard business hours
Must be self-started; able to work independently and also with other teams
Unquestionable integrity and work ethic

Preferred

BDC or open-ended fund experience
Experience with onboarding investors and understanding of subscription document package

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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Company data provided by crunchbase