Jerrell Smith
About Jerrell Smith
Jerrell Smith is a Senior Margin Analyst at Jefferies with over 25 years of experience in margin analysis and financial operations.
Senior Margin Analyst at Jefferies
Jerrell Smith has been employed as a Senior Margin Analyst at Jefferies since 2013 in Jersey City, New Jersey. His role involves managing and analyzing the firm's margins to ensure profitability and compliance. Drawing from his extensive experience, he contributes significantly to the efficiency and accuracy of financial operations.
Previous Roles at Barclays Capital and UBS Securities LLC
Jerrell Smith served as a Senior Margin Analyst at Barclays Capital from 2009 to 2013. Prior to that, he held the same position at UBS Securities LLC from 2005 to 2009. During his tenure at these institutions, Jerrell honed his skills in financial analysis, client compliance, and internal controls, bolstering his expertise in margin analysis.
Experience at Credit Suisse and Morgan Stanley
Before joining UBS, Jerrell worked at Credit Suisse First Boston as a Margin Analyst from 2000 to 2005. He also served as a Margin Eastern Credit Representative at Morgan Stanley in 2000. These roles further developed his proficiency in credit control, business analysis, and system integration, setting the foundation for his later achievements in senior positions.
Early Career at Bear, Stearns Securities Corp
Jerrell began his career at Bear, Stearns Securities Corp, where he was a Specialist Clearance Account Representative from 1994 to 2000. This early role provided him with a solid grounding in margin analysis and clearance operations, forming the basis for his subsequent career advancements.
Educational Background
Jerrell Smith studied at the New York Institute of Finance, earning certificates in Options, Margin, Securities, and Foreign Currency in 1997, and in Credit Control in 1995. Additionally, he studied Business Management at LaGuardia Community College from 1989 to 1990. His education laid the groundwork for his successful career in financial analysis and management.