Job Description
Jefferies Credit Partners (“JCP”) is a leading private credit manager and the asset management arm of Jefferies Finance LLC (“JFIN”). JFIN was founded in 2004 as a 50/50 joint venture between Massachusetts Mutual Life Insurance Company (“MassMutual”), a global, diversified life insurance and financial services organization, and Jefferies, a leader in global investment banking, to invest in middle market direct lending transactions.
Today, JCP manages over $9 billion of capital across commingled funds, separately managed accounts, and securitized products. JCP invests primarily across three private credit strategies: Large Cap direct lending, Middle Market direct lending, and CLO Management. JCP’s investors include JFIN’s balance sheet and third-party investors, with ambitious growth goals to continue expanding third-party capital.
Position Overview:
We are seeking a motivated Associate that is looking for a new role in private credit investor relations. This role will focus on supporting the broader fundraising and IR team with prospect and investor requests and deliverables for our private credit platform. Primary duties and responsibilities include but are not limited to:
- Assist with update and completion of RFP and DDQs, investor and prospect diligence, inquiries, consultant databases, etc
- Maintain client facing and marketing materials to ensure accuracy and coordinate review through Compliance team
- Update quarterly and annual client reporting deliverables, including customized client reports and quarterly letters
- Coordinate with other functions across the business to gather and summarize investment and product data, including investment teams, legal and compliance, finance
- Create sample portfolios and model various account structures to support the fundraising process
- Articulate and convey knowledge of our various private credit products, including investment strategies, product structures, and terms
- Support senior fundraising and IR team, which may include maintaining talking points, market commentary, and other fundraising initiatives
- Maintain investor pipeline for funds in market, collaborating with various sales team members
- Support ongoing and ad-hoc investor requests and internal projects
Qualifications:
- 2-3 years of professional experience; prior work experience in investor relations, credit, asset management, and/or finance is preferred
- Fluency with Microsoft Office applications (including Excel, Word and PowerPoint)
- Exceptional attention to detail
- Excellent verbal and written communication skills
- Strong analytical skills; ability present complex investment concepts in a concise and investor-friendly manner
- Understanding of portfolio construction and modeling of funds/investor returns
- Knowledge of credit and general investing principles, including the ability to calculate and interpret key financial/business metrics
- Ability to multi-task and adapt to changing priorities
- Flexibility to work towards demanding deadlines and high priority deliverables outside of standard business hours
- Must have a great attitude and be team-oriented
- Unquestionable integrity and ethics
- Open to feedback and focused on achieving excellence
Primary Location Full Time Salary Range of $[135,000 - $160,000].
The salary offered will take into consideration an individual’s experience level and qualifications. In addition to salary, Jefferies offers, for eligible employees, 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 (vacation), unplanned time off (sick leave), and paid holidays and paid parental leave.
About Us
Jefferies Financial Group Inc. (‘‘Jefferies,’’ ‘‘we,’’ ‘‘us’’ or ‘‘our’’) is a U.S.-headquartered global full service, integrated investment banking and securities firm. Our largest subsidiary, Jefferies LLC, a U.S. broker-dealer, was founded in the U.S. in 1962 and our first international operating subsidiary, Jefferies International Limited, a U.K. broker-dealer, was established in the U.K. in 1986. Our strategy focuses on continuing to build out our investment banking effort, enhancing our capital markets businesses and further developing our Leucadia Asset Management alternative asset management platform. We offer deep sector expertise across a full range of products and services in investment banking, equities, fixed income, asset and wealth management in the Americas, Europe and the Middle East and Asia.
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 committed to creating and sustaining a diverse workforce and encourages applicants from all backgrounds to apply. This includes applicants from historically underrepresented groups, including women, racial and ethnic minorities, members of the LGBTQ+ community, military veterans, and individuals with disabilities or who are neurodiverse.
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.
All e mployees must follow Jefferies’ COVID-19 protocol policy , which is subject to chan ge.