Specialty Finance IB Associate — M&A & Financing

Jefferies; New York (NY); On-site; USD 180,000 - 340,000; Full time

Job summary

Jefferies is seeking an experienced Associate or Vice President to join its Specialty Finance Investment Banking team in New York. The role focuses on executing M&A, capital raises, and strategic advisory assignments while collaborating with senior bankers and clients across the specialty finance ecosystem.

You will develop and review complex financial models, prepare client presentations and materials, manage due diligence, and mentor junior team members in a fast-paced, team-driven environment.

Qualifications

• 5+ years of investment banking experience.
• Strong transaction execution across M&A, capital raising, and advisory.
• Advanced financial modeling, valuation, analytical, and accounting skills.

Responsibilities

• Execute and manage M&A, equity, debt, and strategic advisory transactions for specialty finance clients.
• Develop, review, and maintain complex financial models, including operating models, valuation analyses, merger models, accretion/dilution analyses, and LBO analyses.
• Prepare and oversee the development of client presentations, board materials, offering memoranda, marketing materials, and other transaction-related documentation.
• Conduct industry, company, and market research to support transaction execution and business development initiatives.
• Manage due diligence processes and coordinate with clients, legal counsel, accountants, lenders, investors, and other external advisors.
• Serve as a key point of contact on transaction workstreams and collaborate closely with senior bankers, clients, and internal product partners.
• Participate in client meetings and contribute to strategic discussions across a variety of advisory and financing assignments.
• Assist with business development efforts, including pitch preparation, market updates, and relationship management activities.
• Mentor and develop junior team members while ensuring the quality, accuracy, and timeliness of deliverables.
• Contribute to a collaborative team environment while balancing multiple priorities in a fast-paced setting.

Skills

Investment Banking

Financial Modeling

Valuation

Communication Skills

Leadership

Education

Bachelor's degree

MBA or advanced degree (optional)

Tools

Excel

PowerPoint

Capital IQ

Bloomberg

Job description

Jefferies is seeking an experienced Associate or Vice President to join its Specialty Finance Investment Banking team in New York. The role focuses on executing M&A, capital raises, and strategic advisory assignments while collaborating with senior bankers and clients across the specialty finance ecosystem.

You will develop and review complex financial models, prepare client presentations and materials, manage due diligence, and mentor junior team members in a fast-paced, team-driven environment.