2023 Investment Banking Associate – New York, Financial Institutions Group

Jefferies Group LLC, the largest independent, global, full-service investment banking firm headquartered in the U.S. focused on serving clients for 60 years, is a leader in providing insight, expertise and execution to investors, companies and governments. We offer deep sector expertise across a full range of products and services in investment banking, equities, fixed income, asset and wealth management in the Americas, Europe and the Middle East and Asia. Jefferies Group LLC is a wholly-owned subsidiary of Jefferies Financial Group Inc. (NYSE: JEF), a diversified financial services company.

GROUP 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 Associates to cover all FIG sectors in our New York office. 

PRIMARY RESPONSIBILITIES: As an Associate 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 and leading 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 and managing 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 Analysts, collaborating to develop and execute solutions to meet client needs.

REQUIRED BACKGROUND:

• December 2022 - May 2023 MBA graduation date
• Prior to starting in the role as an Investment Banking Associate, you must have graduated from an accredited MBA program and been awarded a Master of Business Administration degree
• 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

At Jefferies, we believe that diversity fosters creativity, innovation and thought leadership through the infusion of new ideas and perspectives. We have made a commitment to building a culture that provides opportunities for all employees regardless of our differences, and supporting a workforce that is reflective of the communities where we work and live. As a result, we are able to pool our collective insights and intelligence to provide fresh and innovative thinking for our clients.

Jefferies is an equal employment opportunity workplace.  We practice equal opportunity for all, regardless of race, religion, ancestry, color, gender, pregnancy, age, physical or mental disability or medical condition, national origin, marital status, sexual orientation, gender identity or expression, covered veteran or military status, genetic information, reproductive health decisions, or any other factor protected by law. We are committed to hiring the most qualified applicants and complying with all federal, state, and local equal employment opportunity laws. In accordance with applicable law, we are dedicated to finding reasonable accommodations for candidates and employees’ religious practices and beliefs, as well as any mental health or physical disability needs. Please inform your recruiter should you require accommodations throughout your application process.

Jefferies’ COVID-19 Policy – US

The salary for this role is $175,000.