Jefferies

Prime Services

Jefferies Prime Services offers clients a solid foundation.  Whether you are a start-up or a large established fund, we offer a platform to support your individual needs.

Innovation is the cornerstone of our offering. Our culture of innovation applies to every aspect of our business. Our consistent and significant investment in products allows us to offer clients more choices than our competitors. In order to maintain our competitive edge, we strive to exceed our clients’ expectations, and we apply a forward thinking, solution driven approach to clients’ business requirements. Prime Services is a portal to the resources of Jefferies.  We work as a strategic partner with clients in delivering the firm and its global resources.

Experienced Client Service Team

  • Dedicated Account Representatives create a partnership with our clients and manage the day to day operations of the relationship offering hands-on assistance with client’s portfolio and business needs
  • Senior Client Service Representatives oversee the prime brokerage client relationships and serve as concierge to the services of Jefferies

Portfolio Account and Reporting

  • JPrime, the web based portfolio accounting system sets the standard for innovation and flexibility; JPrime tracks equity, options, fixed income and derivative products.  In addition to 100+ standard reports, the system offers custom queries, risk, attribution, portfolio performance reporting, custom charting, short sale locator and Jefferies research
  • Real time Profit and Loss systems and Portfolio Rebalancing tools offer clients options to analyze their portfolio

Technology

  • Platform developed and supported by a dedicated prime brokerage technology team
  • JETS, Jefferies Electronic Trading System offers multiple liquidity sources for Global equities and options, plus real time P&L, quotes and news
  • JAWS, the proprietary order management system streamlines trading, reporting and operations flows

Competitive Financing

  • Our firm has a strong foundation of prudent and stable capital strength; We can provide financing across a wide range of instruments in accordance with Regulation T or risk-based portfolio margin

Securities Finance

  • Highly experienced global team maintains diverse and stable source of inventory, especially in hard to borrow names
  • Access to over $1 trillion in securities to borrow or lend in equity and fixed income instruments including: ADRs, GDRs, ETFs, convertible bonds and government securities
  • Complete leverage with our equity trading platform for access into every major world market

Integrated Custody Solutions

  • Jefferies maintains our own Global clearing and custody networks, which allows us to offer clients maximum control over core processes; In addition, being self clearing allows us to pass along cost savings in larger markets
  • We offer an introducing clearing relationship with a third party clearing agent to clients who choose to split custody, yet maintain one portfolio accounting system and back office platform

Capital Introduction

  • Launching or diversifying your investor base, we connect clients with appropriate investors
  • We lead our competition in offering conferences and events that showcase our clients
  • We partner with our clients to augment their existing marketing efforts

Awards

Global Custodian Magazine Prime Brokerage Survey

  • 2011: 58 Best in Class Awards Top Honors
  • 2009/2010: 62 Best in Class Awards Top Honors
  • 2008: 53 Best in Class Awards Top Honors
  • 2007: 37 Best in Class Awards Top Honors

Awarded in the categories of:

  • Client Service
  • Operations
  • Capital Introductions
  • Technology
  • Value
Contacts

Sales
+1 212 707 6492
+1 212 707 6496

Client Service
+1 212 707 6497