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Financial Strategy & Project Management Associate
Job in
New York City, Richmond County, New York, USA
Listed on 2026-01-27
Listing for:
Jefferies Financial Group Inc.
Full Time
position Listed on 2026-01-27
Job specializations:
-
Finance & Banking
Financial Manager
Job Description & How to Apply Below
Financial Strategy & Project Management Associate
* Support the development, enhancement, and maintenance of financial models
* Source, validate, and evaluate data for annual budgets, long-range planning, and monthly forecasts
* Continuously improve financial processes and analytical tools to meet the evolving needs of internal stakeholders
* Contribute to the preparation of investor relations materials, including financial presentations and performance summaries
* Analyze financial data to identify trends, variances, and opportunities for improvement
* 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.
* Develop detailed project plans, timelines, and roadmaps; manage scope risk, dependencies, and budgets.
* Maintain clear communication and drive alignment among portfolio managers, risk officers, operations, compliance, and technology leadership to ensure cohesive decision making and project delivery
Requirements:
* Strong financial modeling and analytical skills
* Proficiency in Microsoft Excel, Word, and financial software applications
* Knowledge of financial statement analysis
* Strong attention to detail and problem-solving abilities
* Excellent communication skills and capable to execute in a fast-paced environment
* Ability to identify operational inefficiencies and propose solutions
* 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
* Experience in managing project finances (POs, Invoicing, Vendor Relations, etc.)
* Strong time management skills and experience managing multiple projects simultaneously
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.
#LI-MB1
Position Requirements
10+ Years
work experience
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