FIG Banking Analyst: Banks & Depositories

Socket.dev; New York (NY); On-site; USD 110,000 - 125,000; Full time

Benefits offered by this job

Discretionary incentive bonus

Retention bonus

Medical, dental & vision

Job summary

Jefferies, a leading global investment banking firm, is seeking an Investment Banking Analyst within the Banks & Depositories sub-vertical of the FIG group in New York. The Analyst will support advisory and capital markets transactions, performing financial analyses, client materials, industry research, and deal execution support.

The role emphasizes financial modeling, valuation, and collaboration with senior bankers across M&A and capital markets in a fast-paced team environment.

Qualifications

• Bachelor’s degree and approximately one to three years of relevant experience.
• Prior investment banking or financial institutions experience preferred.
• Strong financial modeling, accounting, valuation, and analytical skills.
• Familiarity with bank financial statements, regulatory capital, and financial institutions valuation preferred.
• Advanced proficiency in Microsoft Excel and PowerPoint.
• Strong communication, organizational, and interpersonal skills.
• Ability to perform effectively in a fast-paced, team-oriented environment.
• Series 79 and Series 63 licenses preferred or obtained after joining.

Responsibilities

• Build merger, accretion and dilution, valuation, and regulatory capital analyses.
• Analyze metrics including tangible book value, net interest margin, deposit costs, credit quality, liquidity, and capital ratios.
• Prepare pitch books, board materials, management presentations, and other client deliverables.
• Conduct company, industry, market, and transaction research.
• Support due diligence, data room management, and transaction coordination.
• Collaborate with senior bankers and product partners across M&A and capital markets.
• Manage multiple assignments while maintaining accuracy and attention to detail.

Skills

Financial modeling

Valuation

Accounting

Communication

Teamwork

Education

Bachelor's degree

Tools

Excel

PowerPoint

Job description

Jefferies, a leading global investment banking firm, is seeking an Investment Banking Analyst within the Banks & Depositories sub-vertical of the FIG group in New York. The Analyst will support advisory and capital markets transactions, performing financial analyses, client materials, industry research, and deal execution support.

The role emphasizes financial modeling, valuation, and collaboration with senior bankers across M&A and capital markets in a fast-paced team environment.