Family Office Controller

Website Jefferies Financial Group

Jefferies Financial Group Inc. (‘‘Jefferies,’’ ‘‘we,’’ ‘‘us’’ or ‘‘our’’) is a U.S.-headquartered global full service, integrated investment banking and securities firm


  • React quickly and thoroughly to requests
  • Pay bills and track payments receipts
  • Create standardized and customized financial reporting, including balance sheet, income statement, and cashflow
  • Provide aggregated statements and asset allocation, performance, and performance attribution from reporting systems
  • Lead creation of comprehensive, fully integrated 360 wealth report annually and as needed (leveraging existing template)
  • Provide reporting as requested by the Client for legal, tax, and other professional services advisors
  • Complete documents for Alts, bank, credit, and investment accounts and ensure funding as appropriate
  • Provide cash availability and manage open credit lines to ensure financial flexibility to meet capital calls and other commitments
  • Maintain real-time list and schedule of deliverables and manage workflow according to priorities
  • Evening and weekend work required

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