Prime Services

Prime Brokerage

Jefferies Prime Brokerage is a gateway for hedge funds to access the firm’s global platform. By creating connectivity to Banking, Research, Sales and Trading, and Corporate Access for our clients, we seek to help funds successfully build their business and create alpha over business cycles. Prime Brokerage provides a full-service offering including financing, business consulting and capital introduction services, a best-in-class technology platform, and an outsourced trading solution for both start-up and existing managers. Our platform is fully self-clearing and provides global access to over 40 markets. In addition, Global Prime Services has achieved the SSAE Type II reporting standard.

The Jefferies Prime Brokerage team has personnel based in New York, the Midwest, and San Francisco. The team provides clients with access to resources offered by Jefferies Global Equities Platform and services a range of Hedge Funds, Family Offices and Long Only Asset Managers across their investment, research, trading, and portfolio financing needs. Clients have access to Reg T and Portfolio Margin Financing solutions in more than 40 markets globally, as well as multi-custodial optionality.

Named Best U.S. Prime Broker per Hedgeweek.

Securities Finance

Jefferies Global Securities Finance team consists of over 25 professionals providing significant experience in all regions, with offices in New York, London and Hong Kong. Our offering comprises three key components. 1) A Global Swap Product offers a full suite of solutions including single stock equity, custom baskets and structured funding with unrivalled expertise in Special Situations across all regions. 2) As a market leader in Securities Lending, Jefferies has access to $12 trillion in inventory across equities, depositary receipts and convertible bonds, including unique pools of assets not widely accessed by others. 3) A Fully Paid Lending program allowing our clients to generate additional alpha across their long portfolios. Our selective approach to adding new client partners allows us to focus on both filling orders completely and providing stable inventory and pricing.

Global Differentiators

• Swap access across 30 markets globally
• Our Co-branding Strategy in Asia means we are more meaningful to specialized onshore lenders and have unique access around packaged offerings and structured financing solutions
• Market leading corporate action expertise covering rights issues, oversubscriptions, scrips, and tender offers in all regions
• Flexible financing solutions around take building strategies and concentrated positions

Capital Intelligence

• Jefferies Prime Services has combined its Strategic Content, Thought Leadership & Events, Business Consulting and Capital Introductions functions into one Capital Intelligence advisory group.  
• Jefferies Capital Intelligence team covers Managers, Allocators, and Vendors globally, publishes research and hosts bespoke content driven events.
• To provide the most effective advisory function to our clients, we leverage proprietary data and information flow tools to provide a more targeted and customized experience for its clients. 
• Jefferies Capital Intelligence works with an array of clients across Emerging Managers and Established Hedge Funds, servicing their needs across the fund life cycle. The team spends time with allocators across all verticals to adequately understand allocator interests and make strategic introductions to our clients.
• Clients are offered differentiated conferences, events, and summits, as well as forward looking thought leadership content, through a designated Capital Intelligence representative.

Client Services, Trading & Reporting

• The Jefferies Client Service team has over 20 client service representatives in our New York and San Francisco offices with a collective average of 10 years of experience.
• Every new account receives assigned coverage, beginning with the onboarding experience and lasting throughout the lifecycle of the fund. Jefferies onboarding and client service teams provide our clients with the highest touch service and operational expertise.
• The Jefferies Prime Brokerage Technology team offers clients a convenient and flexible electronic trading system with global execution capabilities and a full algo suite with access to multiple liquidity sources. The team is committed to providing clients with an efficient trading system and report customization.
• Clients receive access to Jefferies Portfolio Accounting and Reporting system which offers over 250 daily reports, customizable reporting capabilities, PnL tools, risk analytics, and an order management system.