2027 Investment Banking Summer Analyst Program – New York, Financial Institutions Group

Jefferies is a leading global, full-service investment banking and capital markets firm that provides advisory, sales and trading, research, and wealth and asset management services. With more than 40 offices around the world, we offer insights and expertise to investors, companies, and governments.

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 Summer Analysts in our New York office.

PRIMARY RESPONSIBILITIES:

As a Summer Analyst 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 depository 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 where Analysts are encouraged to attend and participate in client meetings. You will work on several projects simultaneously with teams of professionals, both within the group and across the firm, including Managing Directors, Senior Vice Presidents, Associates and Analysts, collaborating to develop and implement solutions to meet client needs.

REQUIRED BACKGROUND:

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 Analysts who have studied a variety of subject areas.

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

It is Jefferies’ policy that all employees and visitors be fully vaccinated 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.  

*Must graduate December 2027-June 2028*

ABOUT US

At Jefferies, we are committed to building a culture that provides opportunities for all employees regardless of our differences and supports 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 committed to creating and sustaining a workforce that welcomes individuals from all backgrounds to apply. Our employment decisions are made without regard to race, creed, color, national origin, ancestry, religion, pregnancy, age, medical condition, physical or mental disability, marital status, domestic partner status, sex, sexual orientation, gender, gender identity or expression, veteran or military status, genetic information, reproductive health decisions, or any other factor protected by applicable 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 disabilities, as required by applicable law. 

The salary for this role is $110,000 (pro-rated for the 10-week internship program).