Jefferies→
Capital Introductions & Prime Services… at Jefferies · 520…
Entry LevelOn-siteFull-time520 Madison Ave, New York, NY, 10022$100k–$150k/yr
Skills
capital marketsprime brokeragecapital introductionhedge fund coverageconsultingquantitative analysisexcelpythonsqlai toolshedge fund strategiesinstitutional allocatorsequity market structuresound judgment
Job Description
Summary: Jefferies is a leading global investment banking and capital markets firm, and they are seeking a highly motivated Analyst to support the Capital Introductions within Prime Services team. The role involves working closely with hedge fund managers and senior leadership, applying advanced analytics and AI tools to enhance client insights and drive effective capital introduction strategies.
Responsibilities:
- Support capital introduction efforts for both start‑up and established hedge fund managers across strategies, geographies, and asset classes
- Assist in evaluating hedge fund managers’ investment strategies, performance metrics, risk profiles, and operational frameworks
- Develop and maintain detailed manager and allocator profiles to support targeted investor outreach
- Support strategic advisory initiatives related to fund launches, business growth, and institutional positioning
- Help create, analyze, and refine strategic content used in client marketing, investor education, and capital introduction meetings
- Analyze allocator behavior, mandate trends, and capital flow dynamics to inform content and advisory recommendations
- Support the design of data-driven marketing strategies for hedge fund clients on a global basis
- Leverage AI tools and advanced analytics to automate research, reporting, and client intelligence workflows
- Build and maintain datasets, dashboards, and analytical models used across Capital Introductions and Hedge Fund Advisory
- Utilize Python, SQL, Excel/VBA, and AI platforms (e.g., large language models, data extraction tools) to enhance productivity and insight generation
- Partner with internal technology and data teams to continuously improve analytics infrastructure
- Monitor equity markets, hedge fund performance trends, financing conditions, and investor allocation behavior
- Synthesize quantitative analysis, market data, and qualitative insights into concise materials for senior management and committees
- Collaborate with Equities Distribution, Prime Services, and broader Jefferies teams to support firmwide initiatives
Required Qualifications:
- Bachelor's degree in Finance, Economics, Mathematics, Computer Science, Engineering, or related discipline
- 1–4 years of relevant experience in capital markets, prime brokerage, capital introduction, hedge fund coverage, consulting, or analytics
- Strong quantitative and analytical skills with comfort working with large, multi‑source datasets
- Advanced Excel skills; working knowledge of Python, SQL, or comparable analytical tools highly preferred
- Demonstrated experience using AI tools for analysis, research automation, or content generation
- Solid understanding of hedge fund strategies, institutional allocators, and equity market structure
- Strong attention to detail, sound judgment, and ability to operate in a fast‑paced, high‑visibility environment
Preferred Qualifications:
- Exposure to hedge fund operational due diligence, business consulting, or allocator-facing roles
- Experience building internal tools, dashboards, or automated workflows
- Familiarity with investor relations, fundraising processes, or portfolio risk analytics
- Strong writing and presentation skills with the ability to distill complex analysis into clear messaging
Required Skills: Capital markets, Prime brokerage, Capital introduction, Hedge fund coverage, Consulting, Quantitative analysis, Excel, Python, SQL, AI tools, Hedge fund strategies, Institutional allocators, Equity market structure, Sound judgment
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
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