2023 Investment Banking Summer Analyst Program - New York, Private Funds Group

Jefferies LLC, the global investment banking firm, has served companies and investors for over 55 years. Headquartered in New York, with offices in over 30 cities around the world, the firm provides clients with capital markets and financial advisory services, institutional brokerage and securities research, as well as wealth management. The firm provides research and execution services in equity, fixed income, foreign exchange, futures and commodities markets, and a full range of investment banking services including underwriting, mergers and acquisitions, restructuring and recapitalization, and other advisory services, with all businesses operating in the Americas, Europe and Asia.

Jefferies Private Funds Group

Located within the broader Jefferies Investment Banking platform, the Jefferies Private Funds Group is a leading global alternative placement agent that specializes in capital raises for private equity, private credit and special situations funds, and direct equity private placements for operating companies and new platforms, often working in conjunction with Jefferies’ sector-based banking teams. The Private Funds Group has raised over $40 billion from global institutional investors over the past decade through a combination of unparalleled experience, discriminating mandate selection, rigorous due diligence, thoughtful investor selection and superior transaction execution. The Private Funds Group takes on a diverse range of mandates, ensuring broad exposure and experience for Summer Analysts, including:

Direct Financings

• Aviation
• Consumer
• Energy and Natural Resources
• Financial
• Healthcare
• Industrials
• Infrastructure
• Media / Telecom
• Real Estate

Private Funds

• Buyout
• Distressed Debt
• Growth Equity
• Opportunistic Credit / Direct Lending
• Sector Focused
• Special Situations
• Specialty Finance
• Turnaround
• Venture Capital

What you can expect

Jefferies Investment Banking Summer Analysts in the Private Funds Group have the unique opportunity to gain insight into a global, client-focused investment bank and experience an entrepreneurial environment where employees have the opportunity to make an immediate impact and are rewarded for performance. Our lean deal team structure will not only provide you with unparalleled hands-on experience, it will help you develop lasting personal and professional relationships with peers and senior bankers that will serve as the foundation for a successful career.

Following an enriching orientation and training program, Private Funds Summer Analysts will begin working on their day-to-day responsibilities, with support from colleagues serving as both instructors and mentors throughout the 10-week engagement. Jefferies’ collegial program also offers a series of social and educational events to further enhance your professional development and grow your network.  As a way to help maximize your experience with us, Summer Analysts receive performance reviews mid-summer and at the end of the program.

In addition to performing fundamental analysis and research into companies and markets, Summer Analysts are challenged to think creatively, offer their input, and make valuable contributions to the team from day one. As with everyone at Jefferies, Summer Analysts are expected to pursue their projects with excellence, a collaborative spirit, and with the highest levels of integrity.

Private Funds Summer Analyst responsibilities may include, but are not limited to:

• Analyzing detailed corporate and financial information
• Preparing live deal materials, such as offering memorandums, prospectuses, management presentations and due diligence questionnaires 
• Drafting deal memos, investor outreach emails, diligence request responses and other written materials
• Creating detailed roadshow presentations with accompanying graphs, art and other graphics in PowerPoint
• Performing financial valuation, discounted cash flow and multiples-based analyses
• Conducting industry and market research
• Direct interaction with clients and investors

What we look for in a candidate

We look for candidates who are eager to make an impact by doing real, hands-on work and participating on active deal teams. Successful Jefferies Summer Analysts are able to multitask and manage a variety of projects simultaneously. Candidates must demonstrate professionalism and client management skills together with strong technical, written and verbal communication skills. The work is fast paced, challenging and intellectually stimulating. The ability to work under pressure and tight deadlines, be adaptable and work both independently and as part of a team are essential traits of a successful  candidate. You should have a strong academic background and be completing the junior year of a four-year Bachelor's degree or equivalent program. Although a background in accounting or finance can be helpful, we hire Summer Analysts who have studied a variety of subject areas.

*You must graduate December 2023-July 2024*

Diversity, Equal Employment Opportunity, Reasonable Accommodations and COVID

 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, national origin, marital status, sexual orientation, gender identity or expression, 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. As part of this commitment, Jefferies will extend reasonable accommodations to individuals with qualified disabilities, as appropriate, under applicable law. 

It is Jefferies’ policy that all employees be fully vaccinated with a booster against COVID-19 in order to enter any Jefferies office or participate in any Jefferies or client event in person.  Should an offer of employment be made, your acceptance of that offer means that you will comply with this policy.  You will be advised of your anticipated schedule to be in the office should we move forward with the offer.  Please note that all visitors must be fully vaccinated against COVID-19 to enter a Jefferies office.