Business Reporting & Insights Lead, AVP
Role Overview
The Business Reporting & Insights Lead is part of the Wealth Management COO team. This role develops and delivers reporting and analysis to track business activity, growth, and performance, as well as identify trends, drivers, and insights that support better business decisions. We are seeking someone who is proactive, curious, and independent, with strong analytical skills and attention to detail. Five years of experience in business reporting, financial analysis, or a related analytical field is required.
Key Responsibilities:
• Lead end-to-end reporting cycles, including data gathering, validation, commentary, review, and final delivery.
• Deliver clear, concise reporting and analysis that explains performance trends, key drivers, and notable items requiring management attention.
• Maintain strong quality control and reconciliation across reporting outputs to ensure accuracy, consistency, and alignment with broader firm reporting.
• Investigate reporting issues, identify root causes, and coordinate with relevant partners to resolve problems at the source.
• Improve reporting processes by reducing manual steps, eliminating unnecessary handoffs, and using AI and other tools where appropriate to increase efficiency and consistency.
• Support ad hoc analysis and quick-turn requests by framing issues clearly, validating assumptions, and delivering structured, decision-oriented output.
• Partner effectively across business, finance, technology, and data teams to improve transparency, strengthen reporting discipline, and support decision-making.
Required Qualifications:
• 5 years of experience in business reporting, financial analysis, management reporting, or business intelligence.
• Strong analytical skills and attention to detail.
• Proficiency with Excel, BI tools, and reporting platforms, and the ability to learn new systems and understand reporting data flows.
• Experience building repeatable reporting processes and using simple automation to reduce manual effort and improve consistency.
• Clear communication skills for business stakeholders and senior management.
• Strong understanding of common business and financial measures used to assess performance and support management decision-making.
• Demonstrated independence and ability to manage competing priorities.
Preferred / Nice-to-Have Experience
• Experience in Wealth Management or a related business area.
• Experience working with technology teams to shape scalable reporting solutions and support design and testing as needed.
• Exposure to AI tools or practical applications of AI that improve reporting, analysis, or workflow efficiency.
New York, NY Full Time Base Salary Range of $125,000-150,000.
#LI-DNI
About UsJefferies 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, we offer insights and expertise to investors, companies, and governments.
At Jefferies, we are committed 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 workforce that welcomes individuals from all backgrounds to apply. Our 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. 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 accommodation to individuals with disabilities, as required by applicable law.
The salary offered will take into consideration an individual’s experience level and qualifications. In addition to salary, Jefferies Financial Group is proud to offer a comprehensive benefits package to eligible, full-time employees or part-time employees, who are scheduled to work at least 30 hours or more per week, including 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 (e.g., vacation), unplanned time off (e.g., sick leave), and paid holidays, and for full-time employees, paid parental leave.
Skills Required
- 5 years of experience in business reporting, financial analysis, management reporting, or business intelligence.
- Strong analytical skills and attention to detail.
- Proficiency with Excel, BI tools, and reporting platforms, and the ability to learn new systems and understand reporting data flows.
- Experience building repeatable reporting processes and using simple automation to reduce manual effort and improve consistency.
- Clear communication skills for business stakeholders and senior management.
- Strong understanding of common business and financial measures used to assess performance and support management decision-making.
- Demonstrated independence and ability to manage competing priorities.
- Experience in Wealth Management or a related business area.
- Experience working with technology teams to shape scalable reporting solutions and support design and testing as needed.
- Exposure to AI tools or practical applications of AI that improve reporting, analysis, or workflow efficiency.
Jefferies Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Jefferies and has not been reviewed or approved by Jefferies.
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Strong & Reliable Incentives — Compensation is positioned as competitive with meaningful upside, with potential for significant earnings depending on group performance and strong years. A formulaic, performance-linked bonus model ties payouts to individual fees or P&L, reinforcing a pay-for-results dynamic.
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Parental & Family Support — Family-building support is broad, including primary and non-primary caregiver leave, adoption assistance, subsidized emergency child and eldercare, and a $25,000 stipend for qualified surrogacy, adoption, or fertility support. Added resources like family support programs and parental-leave coaching further strengthen caregiver benefits.
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Wellbeing & Lifestyle Benefits — Lifestyle perks extend beyond standard coverage, including discount programs, commuter benefits, legal plans, charitable matching, and education assistance such as tuition support and scholarships for employees’ family members. Location-specific perks like gym stipends and free cafeteria lunch are also described as available in some offices.
Jefferies Insights
What We Do
Jefferies, the global investment banking firm, has served companies and investors for 60 years. Headquartered in New York, with offices in over 30 cities around the world, the firm provides clients with capital markets and financial advisory services, institutional brokerage and securities research, as well as asset and wealth management. The firm provides research and execution services in equity, fixed income, and foreign exchange markets, as well as a full range of investment banking services including underwriting, mergers and acquisitions, restructuring and recapitalization, and other advisory services, with all businesses operating in the Americas, Europe and Asia. Jefferies Group LLC is a wholly-owned subsidiary of Jefferies Financial Group (NYSE: JEF), a diversified financial services company. More about our company can be found at www.jefferies.com.
