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Outsourced Trading Continuity - Associate

Jefferies · New York, NY · 1 mo ago
Finance$135k–$165k/yrFull-time

About the role

The Outsourced Trading Desk Continuity team is responsible for the support and management of all Outsourced Trading client integrations and broker relations. The right candidate will be part of the firm's Outsourced Trading Desk and be client-facing, working directly with the firm's Outsourced Trading clients, brokers, and third party OMS providers. The role will assist in addressing client inquiries and help drive revenue across the client base.

Responsibilities

  • Coordinate new client onboardings, third party OMS integrations for clients, setting up executing broker relationships for the desk, and managing client commission schedules and broker wallets
  • Serve as one of the escalation points for internal Outsourced Trading Desk inquiries and trading continuity issues; reports into the Head of OTD Continuity
  • Act as a client-facing relationship manager with each client's COO on ad hoc Q&A and setup questions
  • Assist with directed broker setups for clients, including coordination of connectivity and documentation
  • Organize and host new client calls with clients and other internal stakeholders
  • Maintain blocks, trading rules, fix tags, and OTD trading toolbars in the team's execution management system, Eze RealTick
  • Work with technology to help address client inquiries and drive platform enhancements
  • Oversee resolution of broker trade settlement breaks, both foreign and domestic

Requirements

  • At least 2–3 years of industry experience
  • Extremely detail-oriented, with superior focus and knowledge retention
  • Efficient in responsibilities and time management
  • Able to handle and manage multiple requests within a team environment
  • Maintains superior follow-up skills
  • Acts with a sense of urgency on requests and is able to prioritize tasks
  • Ability to work under pressure in a fast-paced environment
  • Knowledge of various OEMS systems
  • Thorough understanding of the trade lifecycle
  • SIE, Series 7, and Series 63 certifications ideal
  • Bloomberg knowledge preferred

Schedule

Full Time, based in New York, NY.

Pay

Base salary range of $135,000–$165,000. The salary offered will take into consideration an individual's experience level and qualifications.

Benefits

  • Annual discretionary incentive and retention bonus
  • Medical, dental, and vision coverage
  • 401(k)
  • Life, accident, and disability insurance
  • Wellness programs
  • Planned time off (vacation)
  • Unplanned time off (sick leave)
  • Paid holidays
  • Paid parental leave (for full-time employees)
  • Benefits package available to eligible full-time employees, or part-time employees scheduled to work at least 30 hours or more per week

About the company

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, the firm offers insights and expertise to investors, companies, and governments. Jefferies is committed to building a culture that provides opportunities for all employees regardless of differences and supports a workforce reflective of the communities where it works and lives.

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