Jefferies

1 month ago

Business Reporting & Insights Lead, AVP

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 14 hours agoStatus: Live

Job Summary

Lead end-to-end reporting and analytics for Wealth Management, delivering insightful, decision-oriented performance analyses. Collaborate across business, finance, technology, and data teams to improve reporting discipline, streamline processes with automation and AI, and support senior management with clear, concise insights. Requires five years in business reporting or related analytics and strong communication and technical skills.

Location: New York

Workplace: Onsite

Employment Type: Full time

Job Function: Administration & Executive Assistance

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 quality control and reconciliation across reporting outputs to ensure accuracy and alignment with broader firm reporting.
•Investigate reporting issues, identify root causes, and coordinate with partners to resolve problems at the source.
•Improve reporting processes by reducing manual steps, eliminating handoffs, and using AI and other tools to increase efficiency and consistency.

Pay and Benefits

Salary: USD 125,000 - 150,000 annually

Perks:Health Insurance401kLife InsuranceDisability InsurancePaid Leave

Key Requirements

•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.

Experience:5+ yearsWealth ManagementFinancial services

Skills:CommunicationAnalytical thinkingAttention to detailCollaborationProblem-solving

Languages:English

Tech Stack:ExcelBI toolsAIAutomationData analysis

Company Brief

Jefferies

Global investment banking and capital markets firm providing advisory, underwriting, trading, research, and asset management services to corporations, governments, and institutional investors.

Industry: Banking

Company Size: Enterprise (1,001+ employees)

Revenue: USD 1B+

Growth: Public Company

Valuation: Public Company (Market Cap in USD)

Funding: IPO / Publicly Listed

Headquarters: New York, United States

Founded: 1962

Website LinkedIn

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Jefferies

1 month ago

Business Reporting & Insights Lead, AVP

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 14 hours agoStatus: Live

Job Summary

Location: New York

Workplace: Onsite

Employment Type: Full time

Job Function: Administration & Executive Assistance

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 quality control and reconciliation across reporting outputs to ensure accuracy and alignment with broader firm reporting.
•Investigate reporting issues, identify root causes, and coordinate with partners to resolve problems at the source.
•Improve reporting processes by reducing manual steps, eliminating handoffs, and using AI and other tools to increase efficiency and consistency.

Pay and Benefits

Salary: USD 125,000 - 150,000 annually

Perks:Health Insurance401kLife InsuranceDisability InsurancePaid Leave

Key Requirements

•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.

Experience:5+ yearsWealth ManagementFinancial services

Skills:CommunicationAnalytical thinkingAttention to detailCollaborationProblem-solving

Languages:English

Tech Stack:ExcelBI toolsAIAutomationData analysis

Company Brief

Jefferies

Global investment banking and capital markets firm providing advisory, underwriting, trading, research, and asset management services to corporations, governments, and institutional investors.

Industry: Banking

Company Size: Enterprise (1,001+ employees)

Revenue: USD 1B+

Growth: Public Company

Valuation: Public Company (Market Cap in USD)

Funding: IPO / Publicly Listed

Headquarters: New York, United States

Founded: 1962

Website LinkedIn