Investment Banking Analyst: Shareholder Strategy & Activism

Jefferies; United States; On-site; USD 110,000 - 125,000; Full time

Job summary

A leading investment bank is seeking a driven Investment Banking Analyst for its M&A Advisory platform in New York. This role involves supporting shareholder engagement and strategic finance initiatives through financial modeling and complex analysis. Candidates should have a Bachelor's degree in Finance or related fields, at least one year of investment banking experience, and strong proficiency in Excel and financial databases. This position offers a challenging and rewarding career in a fast-paced, team-oriented environment.

Qualifications

• Strong academic performance required.
• Must have at least one year of investment banking experience.
• Prior internship or work experience in relevant fields preferred.

Responsibilities

• Support SEAA and SFG teams in live engagements.
• Build and maintain complex financial models.
• Perform shareholder register assessments.
• Analyze corporate governance frameworks.
• Prepare client presentations and participate in meetings.

Skills

M&A knowledge

Advanced Excel proficiency

Financial modeling skills

Communication skills

Collaborative mindset

Problem-solving skills

Attention to detail

Education

Bachelor's degree in Finance, Economics, Accounting, Mathematics, or related field

Tools

Excel

PowerPoint

Financial databases (e.g., Bloomberg, Capital IQ)

Job description

A leading investment bank is seeking a driven Investment Banking Analyst for its M&A Advisory platform in New York. This role involves supporting shareholder engagement and strategic finance initiatives through financial modeling and complex analysis. Candidates should have a Bachelor's degree in Finance or related fields, at least one year of investment banking experience, and strong proficiency in Excel and financial databases. This position offers a challenging and rewarding career in a fast-paced, team-oriented environment.