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2027 Investment Banking Summer Analyst Program - New York, LP Advisory Group

Jefferies
Temporary
On-site
New York, United States

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.

Jefferies is seeking a 2028 graduate to join its LP Advisory focused team in New York as an Investment Banking Summer Analyst.

  • The team is focused on executing LP-led secondary transactions across the private markets (e.g., private equity, private credit, infrastructure, energy and real estate).
  • LP-led secondary transaction mandates include portfolio, single fund and co-investment secondary sale advisory, buy-side advisory, fund valuation and analytics and fund- and portfolio-level financing.
  • Candidates will join a highly collaborative and dynamic team that often works in tandem with Jefferies sector bankers, leveraged finance and sponsor coverage teams on its transactions. Jefferies PCA offers a unique opportunity to work on transactions with meaningful exposure to senior bankers across Jefferies as well as leading private equity GP and LP clients. The Analyst will play an integral role in transaction execution and new business development for ground-breaking secondaries advisory assignments.

What you can expect

Jefferies Investment Banking Summer Analysts 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 Summer Analysts are exposed to Jefferies’ full range of top-tier investment banking products and leading industry expertise by working closely with senior bankers on pitches and live deals. 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, 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 formal performance reviews.

In addition to performing fundamental analysis and research into companies and markets, Summer Analysts are challenged to think creatively, offer their input, and add value 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.

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

  • Performing financial valuation, discounted cash flow and multiples-based analyses
  • Building and using financial models 
  • Preparing pitchbooks and live deal materials, such as offering memorandums and prospectuses 
  • Conducting industry and product research 
  • Analyzing detailed corporate and financial information
  • Participating in the execution of financings and M&A transactions

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 disciplines.

WORK WITH US – New York, Private Capital Advisory

About Jefferies LP Secondary Advisory

Jefferies Secondary Advisory is a global leader in advising institutional limited partners on strategic portfolio management and liquidity solutions within the private markets. Our team partners with pensions, endowments, sovereign wealth funds, foundations, insurance companies, family offices, and other institutional investors to execute LP‑led secondary transactions, including:

  • Sales of diversified portfolios of fund interests
  • Single‑fund positions and concentrated portfolio divestitures
  • Tail‑end liquidity solutions
  • Strategic portfolio evaluations and market‑based pricing analyses

The Secondary Advisory team operates as a core part of Jefferies’ Investment Banking franchise, collaborating closely with sector teams, financial sponsor coverage, and the Private Fund Advisory group to provide world‑class execution and deep market intelligence.

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).