M&A Analyst: Shareholder Activism & Strategic Finance

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

Job summary

Jefferies is seeking a driven Analyst to join our M&A Advisory platform in New York, supporting SEAA and SFG across activism, governance, and strategic finance. You will work on financial models, investor analyses, and board-level advisory engagements, collaborating with senior bankers in a fast-paced environment.

You will contribute to deal teams, develop client-ready materials, and gain exposure to high-impact corporate finance decisions under seasoned leadership.

Qualifications

• Bachelor’s degree in Finance, Economics or related field with strong academics.
• 0–1 years of experience in investment banking, consulting, law, or corporate finance preferred.
• Demonstrated interest in corporate finance, shareholder activism, governance, and M&A advisory.

Responsibilities

• Support SEAA and SFG teams in live engagements and business development initiatives.
• Build and maintain complex financial models and valuation analyses.
• Perform shareholder register assessments and analysis of investor portfolios.
• Evaluate activist shareholder past performance and provide insights into tactics and strategies.
• Develop shareholder engagement and activism defense materials.
• Conduct strategic alternatives reviews and capital structure assessments.
• Analyze governance frameworks, bylaws, board structures, and takeover defenses.
• Contribute to proprietary tools, databases, and knowledge assets.
• Collaborate with senior bankers and cross-functional teams in a fast-paced environment.
• Prepare client presentations and participate in internal and external meetings.

Skills

M&A

Capital markets

Valuation

Corporate strategy

Excel

PowerPoint

Financial modeling

Attention to detail

Communication

Education

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

Tools

DealPointData

Bloomberg

Capital IQ

Refinitiv

FactSet

Diligent

ISS

Job description

Jefferies is seeking a driven Analyst to join our M&A Advisory platform in New York, supporting SEAA and SFG across activism, governance, and strategic finance. You will work on financial models, investor analyses, and board-level advisory engagements, collaborating with senior bankers in a fast-paced environment.

You will contribute to deal teams, develop client-ready materials, and gain exposure to high-impact corporate finance decisions under seasoned leadership.