What are the responsibilities and job description for the Vice President - Investment Guideline Monitoring Analyst position at Jefferies?
Job Description
Core Responsibilities
- Review and monitor various investment and loan covenants, portfolio exposure limits, restricted lists and notice requirements across a broad range of fund documents, trading agreements, investor side letters, and ad hoc monitoring requests.
- Work closely with Portfolio Management, Risk and Operations teams to compile data required for monitoring.
- Create and maintain investment guideline tracking models.
- Produce daily reporting for senior management and escalate any breaches.
- Resolve post-trade issues and document trade error and operational risk events.
- Assist with internal audit reviews of the investment and loan guideline monitoring process.
Requirements :
Leucadia Asset Management is a diversified alternative asset management platform which offers institutional clients an innovative range of investment strategies through its affiliated asset managers. At the foundation of the platform lies a focus on strategic alignment across the Leucadia Asset Management, its asset managers, and its institutional partners. Leucadia Asset Management provides its affiliated asset managers with potential access to stable long-term capital, established operational infrastructure, as well as global distribution.
Leucadia Asset Management offers institutional investors the opportunity to invest alongside its parent company Jefferies Financial Group, which maintains investments with and / or equity interests in the asset managers on the platform. Our approach is enhanced by the stability and support of Jefferies Financial Group, which is a diversified Fortune 500 financial services firm with $13Bn of permanent capital and a 40-year history.
Primary Location Full Time Salary Range of $125,000 - $160,000.
The salary offered will take into consideration an individual's experience level and qualifications. In addition to salary, Jefferies offers, for eligible employees, an annual discretionary incentive and retention bonus, competitive employee benefits, including : medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Jefferies also offers paid time off packages that include planned time off (vacation), unplanned time off (sick leave), and paid holidays and paid parental leave.
About Us
Jefferies Financial Group Inc. (''Jefferies,'' ''we,'' ''us'' or ''our'') is a U.S.-headquartered global full service, integrated investment banking and securities firm. Our largest subsidiary, Jefferies LLC, a U.S. broker-dealer, was founded in the U.S. in 1962 and our first international operating subsidiary, Jefferies International Limited, a U.K. broker-dealer, was established in the U.K. in 1986. Our strategy focuses on continuing to build out our investment banking effort, enhancing our capital markets businesses and further developing our Leucadia Asset Management alternative asset management platform. We offer deep sector expertise across a full range of products and services in investment banking, equities, fixed income, asset and wealth management in the Americas, Europe and the Middle East and Asia.
At Jefferies, we believe that diversity fosters creativity, innovation and thought leadership through the infusion of new ideas and perspectives. We have made a commitment to building a culture that provides opportunities for all employees regardless of our differences and supports a workforce that is reflective of the communities where we work and live. As a result, we are able to pool our collective insights and intelligence to provide fresh and innovative thinking for our clients.
Jefferies is committed to creating and sustaining a diverse workforce and encourages applicants from all backgrounds to apply. This includes applicants from historically underrepresented groups, including women, racial and ethnic minorities, members of the LGBTQ community, military veterans, and individuals with disabilities or who are neurodiverse.
Jefferies is an equal employment opportunity employer, and takes affirmative action to ensure that all qualified applicants will receive consideration for employment without regard to race, creed, color, national origin, ancestry, religion, gender, pregnancy, age, physical or mental disability, marital status, sexual orientation, gender identity or expression, veteran or military status, genetic information, reproductive health decisions, or any other factor protected by applicable law. We are committed to hiring the most qualified applicants and complying with all federal, state, and local equal employment opportunity laws. As part of this commitment, Jefferies will extend reasonable accommodations to individuals with disabilities, as required by applicable law.
Salary : $125,000 - $160,000
