Jefferies · 3 hours ago
Financial Strategy & Project Management Associate
New York, NY
Full-time
Onsite
New Grad, Entry Level
$95K/yr - $115K/yrJefferies 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 Financial Strategy & Project Management Associate will support the development and maintenance of financial models, analyze financial data, and oversee technology initiatives while ensuring alignment among various stakeholders.
BankingFinancial ServicesWealth Management
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
Qualification
Required
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
Benefits
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.
Founded in 1962
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
2026-01-21
2026-01-18
Company data provided by crunchbase