Jefferies
Wealth Management Advisory Reporting Vice President
New York, NY, United States · Exec · Full-time
Stay score
odds of building a lasting career here
Sponsors, but it's cap-subject — you still face the weighted lottery (~61% per draw at Level IV). Good if you win; have a cap-exempt backup on your list.
Lottery odds assume a STEM candidate.
Personalize to your clock →H-1B wage level
the lottery is wage-weighted — each level is one more entry
$8,054 more — $148,054 — moves this role to Level III and 3 lottery entries. That figure is inside the range the employer already advertised.
Based on the DOL prevailing wage for this occupation and worksite, a base salary of $148,054 would place this position at wage Level III. That figure is within the posted range, and I'd like to target it. This role classifies under "Financial and Investment Analysts" for prevailing-wage purposes.
DOL prevailing wage, 2026-27 wage year · Financial and Investment Analysts (13-2051) · New York-Newark-Jersey City, NY-NJ. Wage level is derived by USCIS from the offered wage, occupation and worksite; the occupation shown is inferred from the job title.
Employer immigration record
from this employer's Department of Labor filings
Green-card filing pattern in this occupation
Green-card follow-through: 55%
Files H-1B transfers
Sourced from Department of Labor LCA, PERM and prevailing-wage disclosure data. Employer matching is by name, so figures may be split across an employer's legal entities. Absence of a filing means none appears in our copy of the data, not that none exists.
Community outcomes
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About the role
- New York, NY Full Time Base Salary Range of $140,000 - $180,000. #LI-DNI
Responsibilities
- Provide centralized support to Financial Advisors in the creation of customized and consolidated performance reporting packages for sophisticated clients.
- Proactively partner with Financial Advisors to design tailored reporting templates and presentation materials that support client-specific objectives and preferences.
- Promote and support increased usage of Addepar reporting tools, dashboards, and Financial Advisor views to provide timely "at-a-glance" portfolio information.
- Manage the ongoing relationship with the technology vendor(s), including staying informed of platform updates, enhancements, and functionality changes that may affect users.
- Excellent problem-solving skills, with the ability to investigate issues, collaborate with stakeholders, and drive timely resolution.
- Experience building effective working relationships with Sales teams, operations partners, and external vendors.
- Feedback from Financial Advisor teams, peers, and internal business partners.
Requirements
- Lead execution of the Alternatives Data Management process, including coordination of required Letters of Authorization and oversight of statement collection, data upload, and reconciliation workflows.
- Required Skills and Qualifications
- Minimum of 5+ years of experience in investment performance reporting, investment operations, advisory operations, or a related wealth and/or investment management function.
Nice to have
- Proficiency with analytical tools (excel or others) and experience working with large data sets is preferred.
Compensation
- New York, NY Full Time Base Salary Range of $140,000 - $180,000.
This listing is sourced directly from Jefferies's careers page and normalized into a canonical job model.