Investment Banking Analyst | Financial Institutions Group

Jefferies; New York (NY); On-site; USD 90,000 - 135,000; Full time

Job summary

Jefferies Financial Institutions Group in New York seeks experienced Analysts to cover Asset & Wealth Management and Market Structure & Technology sectors. 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 FIG vertical.

As an Analyst you will participate in M&A and equity/debt financings, prepare client presentations, analyze business plans, draft

Qualifications

• 1+ years of investment banking experience.
• Financial Institutions industry experience is strongly preferred.

Responsibilities

• Assist the execution of M&A and advisory transactions, as well as equity and debt financings.
• Prepare and deliver client presentations.
• Analyze business plans and value companies using various methodologies.
• Draft offering memoranda, information memoranda, management presentations, lender presentations, and prospectuses.
• Participate in due diligence and drafting sessions.
• Prepare internal deal memos for distribution.

Skills

Strong communication skills

Multi-tasking

Self-starter

Job 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.

POSITION:

The Financial Institutions Group is actively looking for experienced Analysts to cover the Asset & Wealth Management and Market Structure & Technology sectors in our New York office.

PRIMARY RESPONSIBILITIES:

As an 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 FIG vertical. These responsibilities will include the following:

• Assisting 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 the delivery of internal deal memos

These responsibilities afford direct and active interaction with clients (CEOs, CFOs, etc.) where Analysts are expected to attend and participate in client meetings and contribute to building and maintaining client relationships. You will work on several projects simultaneously with teams of professionals, both within the group and across the firm, including Managing Directors, Vice Presidents and Associates, collaborating to develop and execute solutions to meet client needs.

REQUIRED BACKGROUND:

• 1+ years of investment banking experience; Financial Institutions industry experience is strongly preferred (class of 2024 graduates are not eligible)
• Strong technical, written and verbal communication skills
• Ability to manage a variety of transactions and projects simultaneously
• Resourceful self-starter, able to work autonomously and as team player

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.

POSITION:

The Financial Institutions Group is actively looking for experienced Analysts to cover the Asset & Wealth Management and Market Structure & Technology sectors in our New York office.

PRIMARY RESPONSIBILITIES:

As an 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 FIG vertical. These responsibilities will include the following:

• Assisting 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 the delivery of internal deal memos

These responsibilities afford direct and active interaction with clients (CEOs, CFOs, etc.) where Analysts are expected to attend and participate in client meetings and contribute to building and maintaining client relationships. You will work on several projects simultaneously with teams of professionals, both within the group and across the firm, including Managing Directors, Vice Presidents and Associates, collaborating to develop and execute solutions to meet client needs.

REQUIRED BACKGROUND:

• 1+ years of investment banking experience; Financial Institutions industry experience is strongly preferred (class of 2024 graduates are not eligible)
• Strong technical, written and verbal communication skills
• Ability to manage a variety of transactions and projects simultaneously
• Resourceful self-starter, able to work autonomously and as team player