Qureos Mentor

Jefferies

<div>
 
 
 Group Description
 
 
 
 Jefferies&rsquo; Financial Institutions Group (&ldquo;FIG&rdquo;) provides a full suite of investment banking services to clients across the global financial services sector. Within FIG, the
 
 FinTech vertical
 
 focuses on companies transforming the infrastructure of modern financial markets&mdash;including trading venues, exchanges, clearinghouses, market data providers, electronic trading platforms, and capital markets technology vendors.
 
 
 Our team combines deep sector expertise with strong execution capabilities to advise both high‑growth and established market structure businesses across strategic advisory, M&amp;A, and capital markets transactions.
 
 
 
 
 
 
 Position
 
 
 
 We are seeking a highly motivated
 
 Analyst or Associate
 
 to join the FinTech vertical within our broader FIG team in New York. This is an opportunity to work on high‑impact transactions across some of the most innovative and strategically important areas of financial markets infrastructure and trading technology.
 
 
 
 
 
 
 Responsibilities
 
 
 
 As an Analyst / Associate, you will be an integral part of deal teams and client workstreams, supporting the origination and execution of M&amp;A, IPOs, private placements, and strategic advisory mandates. Responsibilities include:
 
 
 
 
 
 
 Analytical &amp; Execution Responsibilities
 
 
 <ul>
 <li>
 Performing company and industry research across market structure, trading technology, and capital markets platforms
 </li>
 <li>
 Building and maintaining detailed financial models (DCF, trading comps, precedent transactions)
 </li>
 <li>
 Conducting valuation analyses and preparing supporting materials
 </li>
 <li>
 Assisting in the preparation of client deliverables including pitchbooks, management presentations, CIMs, and investor materials
 </li>
 <li>
 Supporting transaction execution, including due diligence coordination, process management, and interaction with legal, accounting, and technical advisors
 </li>
 </ul>
 
 
 Client &amp; Internal Collaboration
 
 
 <ul>
 <li>
 Working closely with senior bankers across FIG and product partners in M&amp;A, ECM, DCM, and Leveraged Finance
 </li>
 <li>
 Interfacing with clients, investors, and counterparties as appropriate for your level
 </li>
 <li>
 Developing a strong understanding of market structure trends, trading technologies, regulatory frameworks (SEC, CFTC, MiFID II), and competitive market dynamics
 </li>
 </ul>
 
 
 Team Contribution
 
 
 <ul>
 <li>
 Providing analytical, organizational, and process support across multiple live deals and pitches
 </li>
 <li>
 Assisting in training and mentoring new analysts or interns as appropriate
 </li>
 <li>
 Contributing to internal knowledge-building around FinTech and market infrastructure
 </li>
 </ul>
 
 
 
 
 
 Required Experience
 
 
 <ul>
 <li>
 
 1&ndash;3 years of experience
 
 for Analyst candidates;
 
 3+ years
 
 for Associate candidates (investment banking, private equity, corporate development, or related financial services roles)
 </li>
 <li>
 Strong interest in market structure, trading technology, and capital markets innovation
 </li>
 <li>
 Solid understanding of financial modeling, valuations, and transaction processes
 </li>
 <li>
 Excellent analytical, communication, and presentation skills
 </li>
 <li>
 Ability to manage multiple workstreams in a fast-paced environment with strong attention to detail
 </li>
 <li>
 Entrepreneurial mindset with a desire to build expertise in a rapidly evolving sector
 </li>
 </ul>
 
 
</div>

Investment Banking Analyst/Associate | FinTech

<div>
 
 
 Job Title
 
 
 
 
 JOB DESCRIPTION
 
 
 
 Associate, Repo Middle Office
 
 
 
 Position Description
 
 
 
 The Analyst in Repo Middle Office would be primarily responsible for:
 
 <ul>
 <li>
 Assisting Repo traders by liaising with Back Office teams to ensure proper trade flow, risk mitigation, settlement, and data management
 </li>
 </ul>
 
 
 
 
 
 Additional Responsibilities Include
 
 
 <ul>
 <li>
 Researching and reconciling breaks between Anvil, the Repo Front Office system, and Impact, the Fixed Income Back Office system.
 </li>
 <li>
 Communicating with clients to resolve issues stemming from trade execution, trade bookings, FICC netting, settlements, or corporate actions
 </li>
 <li>
 Architecting and managing trade flows from Anvil to respective systems/depots for settlement via Impact
 </li>
 <li>
 Assisting in the realignment of securities between depots as necessary
 </li>
 <li>
 Working with various FED/DTC/Euroclear teams and the Repo desk to ensure the successful settlement of Repo transactions
 </li>
 <li>
 Working with Repo/Securities Finance teams to ensure settlement
 </li>
 <li>
 Creating and repairing processes to lower operational risk to the firm
 </li>
 </ul>
 
 
 
 
 
 Desirable Qualifications
 
 
 <ul>
 <li>
 Strong knowledge of all Fixed Income clearance/settlement concepts and experience with settling trades and managing NFE/DOD at the Fed
 </li>
 <li>
 Strong knowledge of Fixed Income security lifecycle events (fails, maturities, coupons, factors, rate changes, reorgs, etc) and its effect on stock record/trial balances
 </li>
 <li>
 Proven track record of managing operational risk
 </li>
 <li>
 Proven track record of managing Front Office to Back Office trade flow projects
 </li>
 <li>
 Strong knowledge of Broadridge GPS products (BPS, CAGE/Global Framework, and Impact)
 </li>
 <li>
 Strong knowledge of ION products (Anvil)
 </li>
 <li>
 Strong knowledge of FIS Products (SmartLoan, Loanet, Global 1)
 </li>
 <li>
 Strong attention to detail
 </li>
 <li>
 Strong written and verbal communication skills
 </li>
 <li>
 Strong Excel skills (Pivot Tables, VLOOKUP, etc)
 </li>
 <li>
 Proven self-starter with ability to think quickly under pressure
 </li>
 </ul>
 
 
 
 
 Primary Location: Jersey City, NJ Full Time Salary Range of $80,000-$100,000.
 
 
 
 
 
 
 About Us
 
 
 
 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 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&rsquo;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 &amp; 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.
 
</div>

Associate, Repo Middle Office

<div>
 
 
 Client Service Associate (CSA)
 
 
 
 
 
 Role Overview:
 
 
 
 
 Jefferies Wealth Management is seeking a Client Service Associate (CSA) to support Financial Advisors and Relationship Managers in delivering a high‑touch, client‑centric wealth management experience. The CSA will serve as a key point of contact for clients and play a critical role in day‑to‑day account servicing, operational support, and administrative coordination for a growing wealth management practice.
 
 
 This role is ideal for a detail‑oriented professional with strong client service skills, a collaborative mindset, and an interest in building a long‑term career within wealth management.
 
 
 
 
 
 
 
 Key Responsibilities:
 
 
 
 
 
 Client Service &amp; Relationship Support
 
 
 <ul>
 <li>
 Serve as a primary point of contact for clients, responding promptly and professionally to service requests and inquiries.
 </li>
 <li>
 Support Financial Advisors in delivering a seamless and high‑quality client experience.
 </li>
 <li>
 Assist with client onboarding, including account opening documentation, maintenance requests, and periodic updates.
 </li>
 <li>
 Coordinate client meetings, prepare materials, and follow up on action items.
 </li>
 <li>
 Coordination of marketing events and internal expense management and reimbursement.
 </li>
 <li>
 Creating marketing materials that reflect client proposals, and liaising with compliance and design.
 </li>
 <li>
 Coordination of Travel and Entertainment and expense reimbursement.
 </li>
 <li>
 Maintenance of CRM and Calendar information with respect to client interactions.
 </li>
 </ul>
 
 
 
 
 
 Account &amp; Operational Support
 
 
 <ul>
 <li>
 Process account transactions, including money movements, distributions, and transfers, in accordance with firm policies.
 </li>
 <li>
 Monitor account activity and follow up on outstanding items or documentation.
 </li>
 <li>
 Assist with client reporting, statements, and general account inquiries.
 </li>
 <li>
 Partner with internal operations, compliance, and trading teams to resolve issues efficiently.
 </li>
 </ul>
 
 
 
 
 
 Administrative &amp; Practice Management
 
 
 <ul>
 <li>
 Maintain accurate client records and documentation in firm systems.
 </li>
 <li>
 Support practice management initiatives, workflow organization, and process improvements.
 </li>
 <li>
 Assist with preparation of presentations, reports, and client correspondence.
 </li>
 <li>
 Ensure adherence to regulatory requirements, firm policies, and compliance standards.
 </li>
 </ul>
 
 
 
 
 
 Qualifications Required
 
 
 <ul>
 <li>
 Bachelor&rsquo;s degree or equivalent professional experience.
 </li>
 <li>
 1&ndash;4 years of experience in wealth management, private banking, financial services, or a client service role.
 </li>
 <li>
 Strong attention to detail and organizational skills.
 </li>
 <li>
 Excellent written and verbal communication skills.
 </li>
 <li>
 Ability to manage multiple priorities in a fast‑paced, client‑focused environment.
 </li>
 <li>
 Proficiency in Microsoft Office (Excel, Word, Outlook, PowerPoint).
 </li>
 </ul>
 
 
 
 
 
 Preferred
 
 
 <ul>
 <li>
 Experience supporting Financial Advisors or Relationship Managers in a wealth management setting.
 </li>
 <li>
 Familiarity with brokerage and advisory accounts, including custodial and operational processes.
 </li>
 <li>
 Series 7 and Series 66 licenses (or ability to obtain within a specified timeframe).
 </li>
 <li>
 Experience working with high‑net‑worth or ultra‑high‑net‑worth clients.
 </li>
 </ul>
 
 
 
 
 
 Key Competencies
 
 
 <ul>
 <li>
 Client‑first mindset with a high level of professionalism
 </li>
 <li>
 Strong problem‑solving and follow‑through skills
 </li>
 <li>
 Collaborative team player with the ability to work independently
 </li>
 <li>
 Discretion in handling confidential client information
 </li>
 </ul>
 
 
 
 
 New York, NY Full Time Salary Range of $95,000-105,000 (Eligible for Overtime)
 
 
 
 
 
 
 
 
 
 About Us
 
 
 
 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 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&rsquo;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 &amp; 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.
 
</div>

Wealth Management Client Service Associate

<div>
 
 
 Job Description
 
 
 
 
 
 
 Leucadia Asset Management
 
 
 
 
 
 
 Financial Strategy &amp; Project Management Associate
 
 
 <ul>
 <li>
 Support the development, enhancement, and maintenance of financial models
 </li>
 <li>
 Source, validate, and evaluate data for annual budgets, long-range planning, and monthly forecasts
 </li>
 <li>
 Continuously improve financial processes and analytical tools to meet the evolving needs of internal stakeholders
 </li>
 <li>
 Contribute to the preparation of investor relations materials, including financial presentations and performance summaries
 </li>
 <li>
 Analyze financial data to identify trends, variances, and opportunities for improvement
 </li>
 <li>
 Oversee end to end delivery of technology initiatives such as portfolio management tools, trading workflows, data workflows, OMS/ PMS integration and regulatory reporting tools, etc.
 </li>
 <li>
 Develop detailed project plans, timelines, and roadmaps; manage scope risk, dependencies, and budgets.
 </li>
 <li>
 Maintain clear communication and drive alignment among portfolio managers, risk officers, operations, compliance, and technology leadership to ensure cohesive decision making and project delivery
 </li>
 </ul>
 
 
 
 
 Requirements:
 
 <ul>
 <li>
 Strong financial modeling and analytical skills
 </li>
 <li>
 Proficiency in Microsoft Excel, Word, and financial software applications
 </li>
 <li>
 Knowledge of financial statement analysis
 </li>
 <li>
 Strong attention to detail and problem-solving abilities
 </li>
 <li>
 Excellent communication skills and capable to execute in a fast-paced environment
 </li>
 <li>
 Ability to identify operational inefficiencies and propose solutions
 </li>
 <li>
 Prior experience with any or all aspects of project management, SDLC and Agile Methodologies Experience and knowledge of different asset classes such as Equities, Options and Futures
 </li>
 <li>
 Experience in managing project finances (POs, Invoicing, Vendor Relations, etc.)
 </li>
 <li>
 Strong time management skills and experience managing multiple projects simultaneously
 </li>
 </ul>
 
 Preferred- strong understanding of IT infrastructure environments and knowledge in different technical areas specific to Network, Server, Storage and Security
 
 
 
 
 
 Primary Location: New York Full Time Salary Range of $95,000-$115,000.
 
 
 
 
 
 
 About Us
 
 
 
 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 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&rsquo;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 &amp; 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.
 
</div>

Financial Strategy & Project Management Associate

<div>
 
 Job Description
 
 
 
 
 Communications Analyst &ndash; Marketing Team
 
 
 
 
 Description
 
 
 
 As a Communications Analyst, you will be an essential member of the Marketing &amp; Communications team, helping to drive high‑impact messaging across the organization. This role is ideal for a versatile marketing communicator who is passionate about storytelling and excels at translating complex ideas into clear, compelling narratives. In this position, you will contribute to the development and execution of a wide range of strategic communications&mdash;from executive messaging and internal announcements to media relations support, social media content, email campaigns, and other high‑visibility initiatives that reinforce the firm&rsquo;s brand and business priorities.
 
 
 The ideal candidate is proactive, detail‑oriented, and thrives in a fast-paced environment. You should be creative yet highly organized; confident working both independently and collaboratively; and able to balance strategic thinking with consistent, high‑quality execution.
 
 
 
 Responsibilities
 
 
 
 <ul>
 <li>
 Contribute to the development and execution of Jefferies&rsquo; communications strategy
 </li>
 <li>
 Plan and coordinate media engagement for research analysts and investment banking leaders
 </li>
 <li>
 Manage media inquiries around Jefferies deals and research analyst notes
 </li>
 <li>
 Draft and manage the distribution of internal communications on key firm deals, milestones and priorities
 </li>
 <li>
 Collaborate with other team members to develop and execute marketing campaigns that leverage media, events, digital strategies, social media, advertising, video, email and more
 </li>
 <li>
 Support content and video development including brochures, whitepapers, blogs, and storyboards
 
 
 </li>
 </ul>
 
 Qualifications
 
 
 
 <ul>
 <li>
 Must be intellectually curious about financial services, prior experience a plus
 </li>
 <li>
 Extremely organized with strong prioritization skills and attention to detail
 </li>
 <li>
 Strong writing and proofreading skills
 </li>
 <li>
 Adept in social media (LinkedIn, X, Facebook, Instagram)
 </li>
 <li>
 Analytically minded and able to dissect data to pull relevant insights and develop a narrative
 </li>
 <li>
 Proficiency in MS Word, Excel, PowerPoint, and Outlook
 
 
 </li>
 </ul>
 Primary Location: New York Full Time Salary Range of $70,000-$85,000
 
 
 
 About Us
 
 
 
 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 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&rsquo;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 &amp; 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.
 
 
</div>

Communications Analyst