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Nadia is a global, strategic leader who can successfully build cross-functional teams within an Investment Bank. She has a 20-year track record on Wall Street for getting strong results in challenging regulatory and economic environments.Nadia has recently taken on a new role as COO of Jefferies Wealth Management, one of the fastest growing businesses within the firm. Nadia will draw on her decade-long experience leading Corporate Access at Jefferies where she built an international team of 25+ professionals, built strong relationships across the buyside, partnered closely with Research and Investment Banking and has been a strategic partner to CEOs, CFOs and Investor Relations Officers across all sectors.Nadia has a strong foundation in analytics based on her early experiences in High Yield Research at JPMorgan and Corporate Finance at American Express. Over time, she has been able to marry her analytical skills with her ability to form and sustain strong client relationships, which makes Nadia uniquely positioned to excel in both areas.Nadia has a passion for DEI, as the founder and co-head of Jefferies’ Black and Latinx employee resource group. She has been a change agent at the firm who has led initiatives to increase diversity at the undergraduate and lateral recruiting levels, to create career paths for diverse professionals at the firm and to build Jefferies’ brand as a workplace of choice for diverse hires.Nadia has expanded her leadership abilities to the non-profit arena, as the Secretary/Treasurer of the Board of Trustees at CentraState Healthcare System (a partner of Atlantic Healthcare) in NJ. She also chairs the Audit and DEI committees within the board. Nadia was a key member of the team that evaluated and ultimately approved CentraState’s latest strategic partnership with Atlantic Health System, which has two of the top 5 hospitals in NJ according to US News & World Report.Over the years, Nadia has moderated and been a part of countless panels. She enjoys speaking in public forums and has a relatability and talent for “storytelling” that motivates and inspires others.Nadia received a BS in Economics from the Wharton School at the University of Pennsylvania and an MBA from Harvard Business School. She is a proud alumni of both schools and an active member of recruiting at the undergrad and post-grad levels.
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FounderInspired By NadiaNew York, Ny, Us -
Chief Operating Officer, Jefferies Wealth ManagementJefferies Aug 2023 - PresentNew York, New York, United States -
Managing Director, Global Head Of Corporate AccessJefferies Llc May 2014 - Present -
Senior Vice PresidentJefferies Llc Jul 2013 - May 2014New York, New York-Healthcare Corporate Access Origination, including non-deal roadshows, field trips, bus tours and conferences-Advise public and private companies on investor marketing strategy -
Vice PresidentMorgan Stanley Aug 2007 - Apr 2013· Market corporate management teams to institutional investors to achieve optimal shareholder mix· Work alongside investor relations professionals to determine target investor profiles and marketing strategies -
Summer AssociateMorgan Stanley- Private Wealth Management Jun 2006 - Aug 2006· Intensive training program focused on financial services and products for high-net worth investors· Designed successful prospecting strategies responsible for identification of fifty qualified leads
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Pricing ManagerAmerican Express Oct 2004 - Jun 2005· Determined the profitability of new and existing Corporate Card Clients, using financial models· Monitored RFP process to ensure alignment with company-wide pricing strategy and metrics -
Financial AnalystAmerican Express- Global Corporate Services Aug 2003 - Oct 2004· Performed financial reporting activities on monthly, quarterly and annual basis for American Express Corporate Card· Created financial models to report and measure the profitability of American Express Corporate Card services
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Research AnalystJpmorgan Jun 2001 - Aug 2003· Published weekly, monthly and annual reports on the state of the high-yield market· Teamed with Institutional Investor #1 ranked high-yield strategist to advise clients, traders and bankers on high-yield investment strategy -
Summer AnalystJpmorgan- Investment Banking- Industrials May 2000 - Aug 2000· Defined comparable universe for various Industrial conglomerates and multinational corporations· Explored new business development, including equity issuance and merger/acquisition opportunities
Nadia Batchelor Education Details
Frequently Asked Questions about Nadia Batchelor
What company does Nadia Batchelor work for?
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Nadia Batchelor's current role is Founder.
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What schools did Nadia Batchelor attend?
Nadia Batchelor attended Harvard Business School, The Wharton School.
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Nadia Batchelor's colleagues are Brian Wolfe, Karl Milland, Nicolas Lemetre, Andrew Rubin, Cfa, Kourtney Edwards, Sonya Shafqat, Jeancarlos Escobar.
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Nadia Batchelor
Fairfax, Va
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