Impress employers and recruiters.
Choose from hundreds of resume examples.
Impress employers and recruiters.
Choose from hundreds of resume examples.
Tailor your resume to this Outsourced Trading Continuity - Associate role.
Rezi rewrites your resume against Jefferies's job description. Free.
Tailor your resume to this Outsourced Trading Continuity - Associate role.
Rezi rewrites your resume against Jefferies's job description. Free.
Don't guess if your resume is good enough.
See how it scores against the Outsourced Trading Continuity - Associate posting at Jefferies — free, in seconds.
Don't guess if your resume is good enough.
See how it scores against the Outsourced Trading Continuity - Associate posting at Jefferies — free, in seconds.
About the Role
The Outsourced Trading Desk Continuity team supports and manages client integrations and broker relations for the firm’s Outsourced Trading Desk. The role is client-facing, involving direct interaction with clients, brokers, and third-party OMS providers to address inquiries and drive revenue.
Responsibilities
- Coordinate new client onboardings, third-party OMS integrations, and executing broker relationships.
- Manage client commission schedules and broker wallets.
- Serve as an escalation point for internal Outsourced Trading Desk inquiries and trading continuity issues.
- Act as a relationship manager with client COOs for ad hoc questions and setup.
- Assist with directed broker setups, including coordination of connectivity and documentation.
- Organize and host new client calls with clients and internal stakeholders.
- Maintain blocks, trading rules, fix tags, and OTD trading toolbars in Eze RealTick.
- Collaborate with technology to address client inquiries and drive platform enhancements.
- Oversee the resolution of broker trade settlement breaks (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 and ability 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, Series 63 certifications are ideal.
- Bloomberg knowledge is preferred.
Skills
- Client relationship management
- Broker relations
- Third-party OMS integration
- Commission schedule management
- Broker wallet management
- Trading continuity support
- Directed broker setups
- Connectivity coordination
- Documentation management
- Eze RealTick proficiency
- Platform enhancement collaboration
- Trade settlement break resolution
Location
- New York, NY
Work Type
- Full Time
Experience Level
- 2-3 years industry experience
Education Level
- SIE, Series 7, Series 63 certifications ideal
Salary/Compensations
- $135,000-$165,000
Benefits
- Annual discretionary incentive and retention bonus
- Medical, dental & vision coverage
- 401(k)
- Life, accident, and disability insurance
- Wellness programs
- Paid time off (vacation, sick leave)
- Paid holidays
- Paid parental leave (for full-time employees)
About the Company
- Jefferies is a leading global, full-service investment banking and capital markets firm providing advisory, sales and trading, research, and wealth and asset management services.
- Operates with over 40 offices worldwide, offering insights and expertise to investors, companies, and governments.
- Committed to building an inclusive culture that supports a diverse workforce and fosters fresh, innovative thinking.
Equal Opportunity
- Jefferies is committed to creating and sustaining a workforce that welcomes individuals from all backgrounds to apply.
- Employment decisions are made without regard to race, creed, color, national origin, ancestry, religion, pregnancy, age, medical condition, physical or mental disability, marital status, domestic partner status, sex, sexual orientation, gender, gender identity or expression, veteran or military status, genetic information, reproductive health decisions, or any other factor protected by applicable law.
- Committed to hiring the most qualified applicants and complying with all federal, state, and local equal employment opportunity laws.
- Will extend reasonable accommodation to individuals with disabilities, as required by applicable law.