2028 Investment Banking Summer Analyst Program New York Financial Institutions Group

Jefferies; New York (NY); Presencial; USD 99.000 - 121.000; Jornada completa

Descripción de la vacante

Jefferies is seeking a 2028 Investment Banking Summer Analyst for the Financial Institutions Group in New York. The program runs for 10 weeks, serving as an entry point to live deals and a range of advisory and capital markets activities.

Candidates should be on track to graduate between December 2028 and June 2029 with a Bachelor's degree. Analysts will work alongside senior bankers, participate in pitches, and gain exposure to M&A, equity and debt financing, and due diligence.

Formación

• Strong analytical and quantitative abilities for financial analysis.
• Ability to multitask across several live deals and pitches.
• Professional communication and client-facing skills are essential.

Responsabilidades

• Assist and participate in the execution of M&A and advisory transactions.
• Prepare and deliver client presentations and materials.
• Support due diligence, information memoranda, and management presentations.
• Contribute to valuation analyses and financial modeling.
• Engage with senior bankers to learn deal execution and workflow.

Conocimientos

Analytical skills

Multitasking

Professionalism

Educación

Bachelor's degree

Descripción del empleo

2028 Investment Banking Summer Analyst Program - New York, Financial Institutions Group

Candidates are limited to one application per recruiting cycle. We encourage you to carefully review all available roles and opportunities before submitting your application. Applications cannot be transferred between opportunities once submitted, and withdrawing an application will not permit you to apply to another role during the same recruiting cycle.

Opportunity ID 2033

Region Americas

Location New York

Business unit(s) Investment Banking

Program type Summer Analyst

Graduation Requirement December 2028 - June 2029

Degree Type Bachelors

Job description

Jefferies is a leading global, full-service investment banking and capital markets firm that provides advisory, sales and trading, research, and wealth and asset management services. With more than 40 offices around the world, we offer insights and expertise to investors, companies, and governments.

What you can expect

Jefferies Investment Banking Summer Analysts have the unique opportunity to gain insight into a global, client-focused investment bank and experience an entrepreneurial environment where employees have the opportunity to make an immediate impact and are rewarded for performance. Our Summer Analysts are exposed to Jefferies' full range of top-tier investment banking products and leading industry expertise by working closely with senior bankers on pitches and live deals. Our lean deal team structure will not only provide you with unparalleled hands-on experience, it will help you develop lasting personal and professional relationships with peers and senior bankers that will serve as the foundation for a successful career.

Following an enriching orientation and training program, Summer Analysts will begin working on their day-to-day responsibilities, with support from colleagues serving as both instructors and mentors throughout the 10-week engagement. Jefferies' collegial program also offers a series of social and educational events to further enhance your professional development and grow your network. As a way to help maximize your experience with us, Summer Analysts receive formal performance reviews.

In addition to performing fundamental analysis and research into companies and markets, Summer Analysts are challenged to think creatively, offer their input, and add value to the team from day one. As with everyone at Jefferies, Summer Analysts are expected to pursue their projects with excellence, a collaborative spirit, and with the highest levels of integrity.

As a Summer Analyst on the FIG team, you will rapidly assume significant responsibilities related to pitching as well as executing advisory and capital markets transactions for a broad group of private and public clients within the depository vertical.

• Assisting and leading the execution of M&A and advisory transactions, as well as equity and debt financings


• Preparing and delivering client presentations


• Analyzing business plans and valuing companies using a variety of methodologies


• Drafting offering memoranda, confidential information memoranda, management presentations, lender presentations, and prospectuses


• Participating in due diligence and drafting sessions


• Preparing and managing the delivery of internal deal memos

These responsibilities afford direct and active interaction with clients where Analysts are encouraged to attend and participate in client meetings. You will work on several projects simultaneously with teams of professionals, both within the group and across the firm, including Managing Directors, Senior Vice Presidents, Associates and Analysts, collaborating to develop and implement solutions to meet client needs.

What we look for in a candidate

We look for candidates who are eager to make an impact by doing real, hands‑on work and participating on active deal teams. Successful Jefferies Summer Analysts are able to multitask and manage a variety of projects simultaneously. Candidates must demonstrate professionalism and client management skills together with strong technical, written and verbal communication skills. The work is fast paced, challenging and intellectually stimulating. The ability to work under pressure and tight deadlines, be adaptable and work both independently and as part of a team are essential traits of a successful candidate. You should have a strong academic background and be completing the junior year of a four‑year Bachelor's degree or equivalent program. Although a background in accounting or finance can be helpful, we hire Summer Analysts who have studied a variety of disciplines.

You MUST be graduating from December 2028 to June 2029

WORK WITH US - Investment Banking opportunities exist across the U.S.

GROUP DESCRIPTION:

Jefferies' Financial Institutions Group (FIG") offers a full range of investment banking services to the financial services industry. Our diverse client base covers a broad spectrum of companies, including those in sectors such as Broker-Dealers, Exchanges, Financial Technology, Insurance, Specialty Finance and Depository Institutions.

ABOUT US

At Jefferies, we are committed to building a culture that provides opportunities for all employees regardless of our differences and supports a workforce that is reflective of the communities where we work and live. As a result, we are able to pool our collective insights and intelligence to provide fresh and innovative thinking for our clients.

Jefferies is committed to creating and sustaining a workforce that welcomes individuals from all backgrounds to apply. Our employment decisions are made without regard to race, creed, color, national origin, ancestry, religion, pregnancy, age, medical condition, physical or mental disability, marital status, domestic partner status, sex, sexual orientation, gender, gender identity or expression, veteran or military status, genetic information, reproductive health decisions, or any other factor protected by applicable law. We are committed to hiring the most qualified applicants and complying with all federal, state, and local equal employment opportunity laws. As part of this commitment, Jefferies will extend reasonable accommodations to individuals with disabilities, as required by applicable law.

The salary for this role is $110,000 (pro-rated for the 10-week internship program).