Portfolio Management Product Support

22 hours ago

Jersey City, New Jersey, United States Jefferies Financial Group Full time
Description

We are seeking a highly detail-oriented and proactive Portfolio Management Product Support to join our Corporate team. In this role, you will support day-to-day margin processes across multiple regions (APAC, EU, US), collaborating closely with internal teams such as Market Risk, Credit Risk, and Client Services. The ideal candidate will bring a strong analytical background, excellent communication skills, and the ability to manage multiple priorities in a fast-paced environment.

Key Responsibilities:

  • Conduct daily margin checkouts across APAC, EU, and US regions.
  • Collaborate with Market Risk, Credit Risk and Business teams to ensure margin requirements are accurate and escalate discrepancies as needed.
  • Monitor and support data entry and analysis within the firm's margin system (Advent Syncova).
  • Act as a primary contact for Prime Services, Market Risk, Credit Risk, and other internal stakeholders.
  • Execute overrides provided by Risk Management in the Syncova Margin System for both Synthetic and Cash Prime Brokerage accounts.
  • Engage with Client Service Representatives and clients to support margin-related inquiries and requests.
  • Provide ad-hoc reporting and data output as requested by various internal teams.
  • Assist in the onboarding process for new clients, including system testing and support.
  • Escalate and prioritize issues to the appropriate teams to ensure timely resolution.

Qualifications & Skills:

  • Extremely detail-oriented with strong analytical capabilities.
  • Solid experience with SQL; able to code business logic using stored procedures, functions, and triggers.
  • Proven ability to manage multiple requests and tasks within a collaborative team environment.
  • Excellent follow-up and organizational skills.
  • Strong sense of urgency and ability to act decisively.
  • Exceptional knowledge retention and the ability to learn quickly in a dynamic setting.

Preferred Experience:

  • Previous experience in a Prime Brokerage, Margin Operations, or Risk Management support role.
  • Familiarity with Advent Syncova or similar margin systems.

Primary Location Full Time Salary Range of $100,000 - $120,000. 

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