The Team:
The position forms part of our Outsourced Trading Desk Continuity and Client Services Teams, which functions as the primary point of contact to clients in relation to onboarding, integrations, connectivity, trade settlements and operations. The team currently comprises 7 people, exclusively in the US, and we are keen to hire an additional Continuity and Client Service Representative in Hong Kong in response to our continued growth in the US, and across APAC and Europe.
The Role:
The focus of this role will be to support clients across our Outsourced Trading Desks.
Key Responsibilities related to Continuity:
- Responsible for coordinating new client onboardings for APAC based clients, third party OMS integrations for clients, setting up executing broker relationships for the desk, and managing client commission schedules & broker wallets
- One of the escalation points for internal Outsourced Trading Desk inquiries and trading continuity issues, reports into the Head of OTD Continuity
- Client-facing responsibility acting as the relationship manager with each client’s COO on ad hoc Q&A and setup questions
- Assisting with directed broker setups for clients, including the coordination of connectivity and documentation
- Organize and host new client calls with clients and other internal stakeholders
- Responsible for maintaining blocks, trading rules, fix tags, and OTD trading toolbars in the team’s execution management system, Eze RealTick
- Work with technology to help address client inquiries and drive platform enhancements
- Oversee resolution of foreign broker trade settlement breaks
Key Responsibilities related to Client Services:
- Monitor all trade activity on a daily basis for Outsourced Trading Desk clients
- Work directly with clients, Prime Brokerage Client Service Representatives and trading counterparties to ensure timely settlement on market transactions
- Review all non-US trades for proper settlement and coordinate internally on all open settlements/fails
- Immediately escalate open settlements/fails and work with settlements and external counterparties to resolve trade detail discrepancies
- Ensure all client trades are reported properly in the trade portal and at counterparties
- Collaborate with adjacent teams to address client and counterparty requests, such as local market trade instructions, settlement issues, and resolution on all open failing trades
- Assist with onboarding new clients and testing new client set ups
- Monitor and review trade input and activity in Traiana and other firm trade processing applications
Qualifications:
- Extremely detail-oriented, superior focus, knowledge retention
- Efficient in their responsibilities and time management
- Able to handle and manage multiple requests within a team environment
- Maintains superior communication and follow-up skills
- Intellectually curious and able to retain vast sums of knowledge
- An autonomous worker, capable of representing the team across the whole continent
- Acts with sense of urgency on requests and ability to prioritize tasks
- Ability to work under pressure in a fast-paced environment
- Knowledge of various OEMS systems
- Experience with Traiana & Fidessa would be advantageous
- Thorough understanding of trade lifecycle and trade processing across APAC markets
- SIE, Series 7, Series 57 and Series 63 certifications ideal
- Bloomberg knowledge preferred
Jefferies 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 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 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.
Skills Required
- Extremely detail-oriented with strong focus and knowledge retention
- Efficient time management and ability to handle multiple requests in a team environment
- Superior communication, follow-up skills, and ability to work under pressure
- Autonomous worker capable of representing the team across the continent
- Knowledge of various OEMS systems
- Experience maintaining execution management system settings (Eze RealTick)
- Thorough understanding of trade lifecycle and trade processing across APAC markets
- Experience with Traiana
- Experience with Fidessa
- SIE, Series 7, Series 57 and Series 63 certifications
- Bloomberg knowledge
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.
