Investment Banking Associate | FinTech
Finance analyst job at Houlihan Lokey
Business Unit: Corporate Finance Industry: Financial Institutions Houlihan Lokey, Inc. (NYSE:HLI) is a global investment bank with expertise in mergers and acquisitions, capital solutions, financial restructuring, and financial and valuation advisory. Houlihan Lokey serves corporations, institutions, and governments worldwide with offices in the Americas, Europe, the Middle East, and the Asia-Pacific region. Independent advice and intellectual rigor are hallmarks of the firm's commitment to client success across its advisory services. The firm is the No. 1 investment bank for all global M&A transactions for the past two years, the No. 1 M&A advisor for the past 10 years in the U.S., the No. 1 global restructuring advisor for the past 11 years, and the No. 1 global M&A fairness opinion advisor over the past 25 years, all based on number of transactions and according to data provided by LSEG.
Corporate Finance
Houlihan Lokey has extensive expertise in mergers, acquisitions, divestitures, activist shareholder and takeover defense, and other related advisory services for a broad range of U.S. and international clients. Our experience in M&A has earned us consistent recognition throughout the industry. In 2024, we were ranked the No. 1 M&A advisor for all U.S. transactions.
Job Description
Associates are primarily responsible for the creation and oversight of financial models, marketing collateral, and client presentations, in addition to performing research and various analyses in support of new business generation and the execution of M&A transactions. Associates are afforded meaningful responsibility and are generally members of four-person deal teams comprising a Managing Director, Vice President, Associate, and Financial Analyst.
As part of our team, you will:
* Prepare, analyze, and explain historical and projected financial information
* Coordinate and perform business due diligence and execute M&A transactions
* Prepare marketing materials, confidential information presentations, management presentations, and other presentations as needed
* Perform valuation and ad hoc financial analyses
* Assist in the marketing and execution of existing engagements
* Build relationships and maintain direct contact with clients, prospective clients, and professional advisors
* Communicate effectively with all members of the team, including the supervision and mentoring of junior staff members
The environment at Houlihan Lokey is both collegial and entrepreneurial. Teamwork is essential to the firm's success. At the same time, creativity and new ideas are encouraged. Associates are given substantial responsibility and are encouraged to help us grow our business.
Basic Qualifications
* Advanced knowledge of accounting and finance
* Undergraduate degree
* 3+ years of Investment Banking experience
* Strong analytical/technical and qualitative abilities
Preferred Qualifications
* Excellent verbal and written communication skills
* Strong financial and computer skills (Excel, Word and PowerPoint)
* Excellent public speaking and presentation skills
* Ability to work in a fast-paced environment, managing multiple project deliverables simultaneously
* Extensive operational financial modeling and valuation experience
* Hands-on M&A sell side experience
* Transaction experience in FinTech/FIG is a plus
Compensation and Benefits
Houlihan Lokey is committed to providing its employees with an exciting career opportunity and competitive total compensation package, which may include other components such as discretionary incentive compensation. The firm's good faith and reasonable estimate of the possible salary range for this role at the time of posting is:
$175,000.00-$225,000.00
Actual salary at the time of hire may vary and may be above or below the range based on various factors, including, but not limited to, the candidate's relevant qualifications, skills, and experience and the location where this position may be filled.
Houlihan Lokey provides a competitive benefits package. Our current benefits offerings can be found here:
2025 Benefits
We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, gender identity, sexual orientation, protected veteran status, or any other characteristic protected by law.
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Auto-ApplyInvestment Banking Associate | Municipal Finance
New York, NY jobs
GROUP DESCRIPTION: Jefferies' Municipal Finance Group currently employs more than 100 specialists focused on the municipal bond market and dedicated to structuring, underwriting, selling and trading municipal securities. Our team provides investment banking and capital markets advisory services to issuers of municipal debt, including states, cities, towns, state authorities, and 501(c)(3) borrowers, among others. With public sector and industry expertise, Jefferies is a market leader in municipal finance, with core regional focuses and an expertise in the following sectors: airports; general government tax-backed; healthcare; higher education; housing and real estate; primary/secondary education; public power and energy; public-private partnerships; securitizations; state revolving funds; transportation; water and sewer; and project finance.
PRIMARY RESPONSIBILITIES: The Municipal Finance Group is actively looking for an experienced Associate or Vice President. This position will support senior bankers and rapidly assume significant responsibilities, beginning to lead client coverage and lead senior managed transactions. Associates and Vice President's in Jefferies' Municipal Finance Group are responsible for: running technical analysis in support of transactions and pitches; aiding in the development of financial plans; managing transaction processes and other client coverage efforts; attending and presenting at client meetings; interfacing with underwriters, salesmen and traders; and supporting senior bankers with other ad hoc tasks.
Desired Skills and Experience
* Strong past experience in the public finance industry
* Desire to be actively involved in client coverage
* Desire to lead transactions
* Strong technical, written and verbal communication skills
* Demonstrated ability to multi-task, managing a variety of transactions and projects simultaneously and sometimes managing conflicting priorities
* Resourceful self-starter, able to work autonomously and as team player
* Detail-oriented and organized
* Excellent interpersonal skills
QUALIFICATIONS:
* Must have at least two years experience in a public finance banking role (or similar - e.g., financial advisory firm, issuer, rating agency, etc.)
* Must have completed a four-year Bachelor's degree or equivalent program
* Strong proficiency in Microsoft Excel, Word and PowerPoint
* Demonstrate professionalism and client management skills
Primary Location Full Time Salary Range of $175,000 - $250,000
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Auto-ApplyInvestment Banking Associate - IB Healthcare
New York, NY jobs
Investment Banking Associate - Life Sciences (BioPharma)
GROUP DESCRIPTION: Jefferies Global Healthcare Group provides comprehensive advisory and capital markets services across healthcare services, biotechnology, pharmaceuticals, medical technology, tools and diagnostics, and healthcare technology. With over 140 bankers globally, the team supports clients across North and South America, Europe, and Asia.
POSITION:
We are seeking an Investment Banking Associate to join our Life Sciences team, with a focus on the Biotechnology and Pharmaceutical sectors. The ideal candidate will be a first- or second-year Associate with prior healthcare investment banking experience in Biopharma or related sectors.
PRIMARY RESPONSIBILITIES:
Support execution of equity and debt financings, sell-side and buy-side M&A, restructuring and recapitalization, and strategic advisory transactions
Conduct financial valuation, discounted cash flow, leveraged buyout, pro forma merger, precedent transaction, and comparable companies' analyses
Prepare pitch books and live deal materials, including offering memoranda, confidential information memoranda, management presentations, lender presentations, and prospectuses
Analyze detailed corporate and financial information, as well as conduct due diligence
Build financial operating models and valuation models
Conduct industry and product research
Collaborate with senior bankers and cross-functional teams across the firm
Attend and participate in client meetings and contribute to building and maintaining client relationships.
Work on several projects simultaneously, collaborating with teams of professionals, both within the group and across the firm, including with product partners such as bankers in our Equity Capital Markets, Mergers and Acquisitions, Leveraged Finance, Private Capital Advisory, and Restructuring teams, collaborating to develop and execute solutions to meet client needs.
Bachelor's degree from an accredited institution
3+ years of healthcare investment banking experience, ideally in Biotechnology or Pharmaceutical sectors
Detail-oriented with exceptional critical thinking and problem-solving abilities
Ability to manage a variety of transactions and projects simultaneously
Resourceful self-starter; able to work autonomously and a team player
Excellent interpersonal skills
Strong technical, written and verbal communication skills
Currently based in New York, or willing to relocate
REQUIREMENTS:
Bachelor's degree from an accredited institution
3+ years of healthcare investment banking experience, ideally in Biotechnology or Pharmaceutical sectors
Detail-oriented with exceptional critical thinking and problem-solving abilities
Ability to manage a variety of transactions and projects simultaneously
Resourceful self-starter; able to work autonomously and a team player
Excellent interpersonal skills
Strong technical, written and verbal communication skills
Currently based in New York, or willing to relocate
Salary Range of $150,000-$225,000
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Auto-ApplyInvestment Banking Associate - IB Healthcare
New York, NY jobs
Investment Banking Associate - Healthcare Services and Technology
GROUP DESCRIPTION: Jefferies Global Healthcare Group provides comprehensive advisory and capital markets services across healthcare services, biotechnology, pharmaceuticals, medical technology, tools and diagnostics, and healthcare technology. With over 140 bankers globally, the team supports clients across North and South America, Europe, and Asia.
POSITION:
We are seeking an Investment Banking Associate to join our Healthcare Services and Technology team. The ideal candidate will be a first- or second-year Associate supporting senior bankers in executing transactions and developing client relationships across the healthcare services and technology sectors.
PRIMARY RESPONSIBILITIES:
Support execution of sell-side and buy-side M&A, equity and debt financings, restructuring and recapitalization, and strategic advisory transactions
Conduct financial valuation, discounted cash flow, leveraged buyout, pro forma merger, precedent transaction, and comparable companies' analyses
Prepare pitch books and live deal materials, including offering memoranda, confidential information memoranda, management presentations, lender presentations, and prospectuses
Analyze detailed corporate and financial information, as well as conduct due diligence
Build financial operating models and valuation models
Conduct industry and product research
Collaborate with senior bankers and cross-functional teams across the firm
Attend and participate in client meetings and contribute to building and maintaining client relationships.
Work on several projects simultaneously, collaborating with teams of professionals, both within the group and across the firm, including with product partners such as bankers in our Equity Capital Markets, Mergers and Acquisitions, Leveraged Finance, Private Capital Advisory, and Restructuring teams, collaborating to develop and execute solutions to meet client needs.
REQUIREMENTS:
Bachelor's degree from an accredited institution
3+ years of healthcare investment banking experience, ideally in Healthcare Services, Healthcare Technology, Medical Technology, or a M&A group
Detail-oriented with exceptional critical thinking and problem-solving abilities
Ability to manage a variety of transactions and projects simultaneously
Resourceful self-starter; able to work autonomously and a team player
Excellent interpersonal skills
Strong technical, written and verbal communication skills
Currently based in New York, or willing to relocate
Salary Range of $150,000-$225,000
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Auto-ApplyInvestment Banking Associate, Healthcare (Biotech and Specialty Pharma)
New York, NY jobs
GROUP DESCRIPTION:
Jefferies Global Healthcare Group provides a full suite of advisory and capital markets capabilities to clients across several sectors, including biotechnology, healthcare services, medical technology, life science tools and diagnostics, healthcare technology, and pharmaceuticals. The Healthcare Group consists of a team of approximately 120+ bankers focused on providing services to clients in these sectors in North and South America, Europe, and Asia.
POSITION:
The Global Healthcare Group is actively looking for an experienced Investment Banking Associate for our New York or Palo Alto, California office that will support our Biotech and Specialty Pharma team.
PRIMARY RESPONSIBILITIES:
Participate in the execution of equity and debt financings, M&A, and restructuring and recapitalization transactions
Perform financial valuation, discounted cash flow, pro forma merger, precedent transaction, and comparable companies' analyses
Prepare pitch books and live deal materials, including offering memoranda, confidential information memoranda, management presentations, lender presentations, and prospectuses
Analyze detailed corporate and financial information, as well as conduct due diligence
Build financial operating models and valuation models
Conduct industry and product research
These responsibilities afford direct and active interaction with the senior executive management teams of our clients. Associates 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 with product partners such as bankers in our Equity Capital Markets, Leveraged Finance, Private Capital Advisory, and Restructuring teams, collaborating to develop and execute solutions to meet client needs.
REQUIREMENTS / DESIRED EXPERIENCE
Bachelor's degree from an accredited college or university
Currently living in New York or willing to relocate
2+ years of investment banking experience ideally in a Healthcare (biotech/biopharma) coverage or in a M&A product team
Detail-oriented with exceptional critical thinking and problem-solving abilities
Ability to manage a variety of transactions and projects simultaneously
Resourceful self-starter; able to work autonomously and a team player
Excellent interpersonal skills
Strong technical, written and verbal communication skills
Primary Location Full Time Salary Range of $150,000 - $225,000
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Auto-ApplyInvestment Banking Associate - REGAL
New York, NY jobs
GROUP DESCRIPTION: Jefferies' Real Estate Gaming & Lodging (“REGAL”) Group offers a full range of investment banking services to the Real Estate industry. Our diverse client base covers a broad spectrum of companies, including those in sectors such as Residential, Office, Industrial, Retail, Storage, Casino Operators, Lodging and Leisure. The REGAL Group consists of a team of over 20 bankers focused on providing services to clients in these industries in North and South America, Europe and Asia.
POSITION: The REGAL Group is actively looking for an experienced Associate for our New York, NY or Charlotte, NC office.
PRIMARY RESPONSIBILITIES: In this role within the REGAL Group you will rapidly assume significant responsibilities related to pitching for and executing advisory and capital markets transactions for clients. These responsibilities will include the following:
Preparing and participating in the delivery of client presentations
Compiling a variety of financial analyses such as valuation, pro forma, and three statement operational models
Analyzing business plans and participating in due diligence sessions
Drafting private and public marketing materials such as offering memoranda, confidential information memoranda, and S-11 registration statements
Leading drafting sessions
Preparing and managing the delivery of internal deal memos
These responsibilities afford direct and active interaction with the senior executive management teams of our clients. In this role within the REGAL Group, one is 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 from within the group and across the firm, including with product partners such as bankers in our Leveraged Finance, Equity Capital Markets, M&A, High Yield, Investment Grade and Restructuring teams. You will have significant exposure to Managing Directors throughout the firm as we collaborate to develop and execute solutions to meet client needs.
REQUIRED BACKGROUND:
Either (i) a Master's in business administration and 1-3+ years of investment banking experience as an Associate; or (ii) an undergraduate degree and 3+ years of Real Estate investment banking experience, most recently as an Associate
Past experience working in a Real Estate Group or with Real Estate sector clients
Strong technical, written and verbal communication skills
Familiarity with investment banking modeling concepts
Ability to manage a variety of transactions and projects simultaneously
Ability to coordinate and direct workflow of analysts on multiple projects simultaneously
Resourceful self-starter, able to work autonomously and as team player
Currently live in New York City or Charlotte or willing to relocate to either
Salary Range: $175,000-$200,000
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Auto-ApplyInvestment Banking Associate - REGAL
New York, NY jobs
GROUP DESCRIPTION: Jefferies' Real Estate Gaming & Lodging ("REGAL") Group offers a full range of investment banking services to the Real Estate industry. Our diverse client base covers a broad spectrum of companies, including those in sectors such as Residential, Office, Industrial, Retail, Storage, Casino Operators, Lodging and Leisure. The REGAL Group consists of a team of over 20 bankers focused on providing services to clients in these industries in North and South America, Europe and Asia.
POSITION: The REGAL Group is actively looking for an experienced Associate for our New York, NY or Charlotte, NC office.
PRIMARY RESPONSIBILITIES: In this role within the REGAL Group you will rapidly assume significant responsibilities related to pitching for and executing advisory and capital markets transactions for clients. These responsibilities will include the following:
* Preparing and participating in the delivery of client presentations
* Compiling a variety of financial analyses such as valuation, pro forma, and three statement operational models
* Analyzing business plans and participating in due diligence sessions
* Drafting private and public marketing materials such as offering memoranda, confidential information memoranda, and S-11 registration statements
* Leading drafting sessions
* Preparing and managing the delivery of internal deal memos
These responsibilities afford direct and active interaction with the senior executive management teams of our clients. In this role within the REGAL Group, one is 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 from within the group and across the firm, including with product partners such as bankers in our Leveraged Finance, Equity Capital Markets, M&A, High Yield, Investment Grade and Restructuring teams. You will have significant exposure to Managing Directors throughout the firm as we collaborate to develop and execute solutions to meet client needs.
REQUIRED BACKGROUND:
* Either (i) a Master's in business administration and 1-3+ years of investment banking experience as an Associate; or (ii) an undergraduate degree and 3+ years of Real Estate investment banking experience, most recently as an Associate
* Past experience working in a Real Estate Group or with Real Estate sector clients
* Strong technical, written and verbal communication skills
* Familiarity with investment banking modeling concepts
* Ability to manage a variety of transactions and projects simultaneously
* Ability to coordinate and direct workflow of analysts on multiple projects simultaneously
* Resourceful self-starter, able to work autonomously and as team player
* Currently live in New York City or Charlotte or willing to relocate to either
Salary Range: $175,000-$200,000
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Auto-ApplyInvestment Banking Analyst - IB Healthcare
New York, NY jobs
Investment Banking Analyst - Healthcare Generalist
GROUP DESCRIPTION: Jefferies Global Healthcare Group provides comprehensive advisory and capital markets services across healthcare services, biotechnology, pharmaceuticals, medical technology, tools and diagnostics, and healthcare technology. With over 140 bankers globally, the team supports clients across North and South America, Europe, and Asia.
POSITION:
We are seeking an Investment Banking Analyst to join our Healthcare team as a Healthcare generalist, working across all subsectors including healthcare services, biotechnology, pharmaceuticals, medical technology, life science tools and diagnostics, healthcare technology, and pharma services and technology. The Analyst will support deal execution and client coverage efforts in a fast-paced, collaborative environment.
PRIMARY RESPONSIBILITIES:
Assist in the execution of sell-side and buy-side M&A, equity and debt financings, restructuring and recapitalization and other strategic advisory transactions
Build and maintain financial models including discounted cash flow, leveraged buyout, pro forma merger, precedent transaction, and comparable companies' analyses
Prepare pitch books, marketing materials and live deal materials including offering memoranda, confidential information memoranda, management presentations, lender presentations, and prospectuses
Conduct industry, company and product research and support due diligence processes
Participate in client meetings and contribute to relationship development
Work on several projects simultaneously, collaborating with teams of professionals, both within the group and across the firm, including with product partners such as bankers in our Equity Capital Markets, Mergers and Acquisitions, Leveraged Finance, Private Capital Advisory, and Restructuring teams, collaborating to develop and execute solutions to meet client needs.
REQUIREMENTS:
Bachelor's degree from an accredited institution
1-2 years of healthcare banking experience preferred, or relevant experience such as transaction advisory, corporate finance or accounting
Strong analytical and quantitative skills
Excellent written and verbal communication abilities
High attention to detail and ability to manage multiple projects simultaneously
Resourceful self-starter; able to work autonomously and a team player
Currently based in New York or willing to relocate
Salary Range: $110,000-$125,000
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Auto-ApplyInvestment Banking Analyst - IB Healthcare
New York, NY jobs
Investment Banking Analyst - Healthcare Generalist GROUP DESCRIPTION: Jefferies Global Healthcare Group provides comprehensive advisory and capital markets services across healthcare services, biotechnology, pharmaceuticals, medical technology, tools and diagnostics, and healthcare technology. With over 140 bankers globally, the team supports clients across North and South America, Europe, and Asia.
POSITION:
We are seeking an Investment Banking Analyst to join our Healthcare team as a Healthcare generalist, working across all subsectors including healthcare services, biotechnology, pharmaceuticals, medical technology, life science tools and diagnostics, healthcare technology, and pharma services and technology. The Analyst will support deal execution and client coverage efforts in a fast-paced, collaborative environment.
PRIMARY RESPONSIBILITIES:
* Assist in the execution of sell-side and buy-side M&A, equity and debt financings, restructuring and recapitalization and other strategic advisory transactions
* Build and maintain financial models including discounted cash flow, leveraged buyout, pro forma merger, precedent transaction, and comparable companies' analyses
* Prepare pitch books, marketing materials and live deal materials including offering memoranda, confidential information memoranda, management presentations, lender presentations, and prospectuses
* Conduct industry, company and product research and support due diligence processes
* Participate in client meetings and contribute to relationship development
* Work on several projects simultaneously, collaborating with teams of professionals, both within the group and across the firm, including with product partners such as bankers in our Equity Capital Markets, Mergers and Acquisitions, Leveraged Finance, Private Capital Advisory, and Restructuring teams, collaborating to develop and execute solutions to meet client needs.
REQUIREMENTS:
* Bachelor's degree from an accredited institution
* 1-2 years of healthcare banking experience preferred, or relevant experience such as transaction advisory, corporate finance or accounting
* Strong analytical and quantitative skills
* Excellent written and verbal communication abilities
* High attention to detail and ability to manage multiple projects simultaneously
* Resourceful self-starter; able to work autonomously and a team player
* Currently based in New York or willing to relocate
Salary Range: $110,000-$125,000
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Auto-Apply2027 Investment Banking Summer Analyst Program - New York, Debt Advisory & Restructuring Group
New York jobs
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.
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 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.
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 subject areas.
*You must be graduating from December 2027 to June 2028*
WORK WITH US - New York, Debt Advisory & Restructuring
Jefferies Debt Advisory & Restructuring Group is one of the leading franchises providing capital structure advisory and capital markets solutions to companies, creditors, financial sponsors, and other stakeholders through a wide variety of transactions including transitional and distressed debt / equity financings, liability management (e.g., exchange offers), recapitalizations, in- and out-of-court restructurings, and special situations M&A. The team of over 30 professionals regularly partners with industry coverage teams across all verticals, including Technology, Healthcare, Consumer and Retail, Industrials, Financial Institutions, Energy and Power, and Real Estate, among others. Named as one of 5 investment banking “Power Players” in the field by WSJ, the team has been among the most active on the Street completing 200+ assignments representing over $450 billion in liabilities since 2007.
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).
2027 Investment Banking Summer Analyst Program - New York, Israel Coverage Group
New York jobs
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 Investment Banking Israel Group provides a full suite of advisory and capital markets capabilities to clients in Israel and US corporations of Israeli origin or with strong Israeli affiliation. Jefferies Israel Group is a leading advisor to Israeli companies with an extensive track-record of M&A advisory, IPOs and raising capital. Since January 2023, Jefferies Israel Group has advised on 45 transactions with a total value over $29B across Capital Markets and M&A. In 2024 Jefferies was the #1 investment bank in Israel, leading the market in total fees, market share, and number of transactions. Jefferies Israel Group operates from offices in New York and Tel Aviv.
Position: Jefferies dedicated Israel team is actively looking for a summer intern for our New York office to help support all aspects of our Israeli Investment Banking effort. The opportunity in Israeli related banking is growing rapidly. The companies emerging out of Israel are larger and more mature than ever before and the cross-border opportunity with these companies continues to grow. The candidate will be working directly with both senior and junior bankers across the firm globally.
Primary Responsibilities: As a Summer Analyst on the Israel 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 Israeli ecosystem. 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, Vice Presidents, Associates and Analysts, collaborating to develop and execute solutions to meet client needs.
The responsibilities will include the following:
• Assisting and leading the execution of M&A and advisory transactions, as well as IPOs
• Preparing and delivering client presentations
• Analyzing business plans and valuing companies using a variety of methodologies
• Drafting offering memoranda, confidential information memoranda, management presentations, marketing materials, and prospectuses
• Participating in due diligence, drafting sessions and client calls
• Preparing and managing the delivery of internal deal memos
Eligible applicants must be graduating between December 2026 and June 2027.
Required Background:
• Fluent in Hebrew and English (both in reading and writing)
• 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 disciplines
• 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
Desired Experience Skills:
• Excellent organization skills
• Excellent written and verbal communication skills
• Detail-oriented with exceptional critical thinking and problem-solving abilities
• Ability to lead a variety of transactions and projects simultaneously
• Resourceful self-starter; able to work autonomously
• Demonstrated team player and leader
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).
2027 Investment Banking Summer Analyst Program - New York, Latin America Coverage Group
New York jobs
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.
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.
Eligible candidates must be graduating between December 2027 and June 2028.
You must be a native Spanish speaker.
WORK WITH US - Investment Banking opportunities exist across the U.S.
GROUP DESCRIPTION: Jefferies Investment Banking Latin America Group provides a full suite of advisory and capital markets capabilities to clients across a number of sectors in Latin America.
POSITION: The Latin American Group is actively looking for a Summer Analyst for our New York office to help support the Latin American team. Many companies are headquartered in the region, and multiple International companies have operations or are planning to start operations in Latin America, and the region is experiencing significant economic growth. The candidate will be working closely with the Head of the Latin America Group and other Managing Directors with a focus on a region with significant M&A, equity and debt deal activity in various industries. The candidate will also have the opportunity to learn how to be a calling officer and will ultimately have the ability to call on private and public companies over the next several years.
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).
Investment Banking Analyst - Shareholder Engagement & Activism Advisory (SEAA)
New York, NY jobs
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.
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 accommodation to individuals with disabilities, as required by applicable law.
The salary offered will take into consideration an individual's experience level and qualifications. In addition to salary, Jefferies Financial Group is proud to offer a comprehensive benefits package to eligible, full-time employees or part-time employees, who are scheduled to work at least 30 hours or more per week, including an annual discretionary incentive and retention bonus, competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Jefferies also offers paid time off packages that include planned time off (e.g., vacation), unplanned time off (e.g., sick leave), and paid holidays, and for full-time employees, paid parental leave.
Auto-Apply2027 Investment Banking Summer Analyst, Fund Placement
New York jobs
The William Blair Private Capital Advisory (PCA) team advises alternative investment managers on a wide range of transactions, including continuation funds, strip sales, fund recapitalizations, direct secondaries, LP tender offers, and others. The PCA team serves fund managers pursuing a wide spectrum of investment strategies, such as buyouts, growth equity, venture, distressed/turnaround, infrastructure, mezzanine, credit, and real assets. From transaction origination through closing, members of our PCA group work as a unified team with colleagues from industry coverage, M&A advisory, and the Financial Sponsors Group to provide tailored solutions designed to optimize client outcomes.
The Fund Placement team advises private market managers throughout the capital raising process, including transaction execution and the delivery of fundraising services to clients and prospects. Perform extensive fundraising advisory services and complete due diligence activities while working closely with the project management and investor coverage teams to advance projects, convey relevant investor updates, and present findings to clients.
Market insiders predict the private equity secondary market to account for nearly $200 billion in volumes by the end of 2025.
We know you have choices on how you spend your summer but encourage you to apply for William Blair's 2027 Investment Banking Fund Placement Summer Analyst Program. Take the opportunity to build on the fundamentals of your academic background, gain practical knowledge to help prepare you for your next steps and be part of an organization that fosters innovation and invests in our most important asset, our people.
The summer program provides all summer analysts with unique opportunities to:
Unique opportunity to work alongside current analysts, associates, and senior bankers over the course of a 9-week program
Take on all functions of a full-time analyst
Opportunity to harness your potential
Direct client exposure
Work alongside and support senior bankers in research and creation of pitch materials
Build financial model to value potential clients
Researching industries or sectors in targeting certain clients or industries
Play integral role in various deals
Be a part of an energetic, entrepreneurial environment
Experience a team-oriented culture focused on client service excellence
Be a part of a firm that is 100% owned by active partners
Join a team that is focused on developing highly talented people who want to build a long-term career and have an immediate impact
Here's what we're looking for
Pursuing undergraduate bachelor's degree with anticipated graduation between December 2027 - June 2028
Cumulative GPA of 3.5 or above preferred (but open to all applicants)
Undergraduate major: all majors considered
Intellectual curiosity and a passion for investment banking and financial sponsors
Knowledge of Investment Banking concepts, services, and applicable regulations
Project management and prioritization skills
Strong analytical and quantitative skills
Exceptional verbal and written communication skills
Ability to work on multiple projects simultaneously
Strong computer skills, specifically Microsoft Excel, Word, and PowerPoint
You are adaptable in an ever-changing environment and can manage through change with a high degree of emotional maturity
You are highly motivated, detail oriented, and thrive in a collaborative environment
Willingness to be located in New York City
Throughout the 9-week program, summer analysts are evaluated for opportunities in our full-time class, upon graduation.
Once you have submitted your application, you will receive a link to complete our pre-interview assessment, Suited, which will need to be completed within 48 hours. Please monitor your spam folder, as the email may get caught in spam filters.
William Blair is not currently hiring individuals for this position who now or in the future require sponsorship for employment visa status.
Application Deadline:
Apply by January 22nd to be considered for this opportunity.
Auto-ApplyInvestment Banking Analyst - Fund Placement
New York jobs
The William Blair Fund Placement team advises private market managers throughout the capital raising process, transaction execution, and the delivery of fundraising services to clients and prospects. We perform extensive fundraising advisory services and complete due diligence activities while working closely with the project management and distribution teams to advance projects, gather necessary information, convey relevant investor updates and present findings to clients. The Fund Placement team is currently seeking an Analyst to join the team in New York.
Responsibilities may include but are not limited to:
Take ownership of deal admin related tasks, such as maintaining deal trackers, scheduling investor calls, and updating Salesforce
Provide advice to clients on fundraising strategy, structuring, timing, investors, and legal terms
Assist in the development, production and delivery of proposals and presentations to clients and prospects
Actively participate in client meetings and internal discussions
Anticipate potential deal issues and pass concerns through to team members in real time
Evaluate prospective fundraising clients
Partner with global coverage teams
Demonstrate curiosity and understanding of the various private market strategies
Demonstrate an understanding of broader fundraising markets and potential implications to each client process
Manage client data rooms
Identify improvements to processes and propose solutions to complete tasks more efficiently.
Mentor summer interns and invest in teaching subsequent classes of analysts, imparting best practices
Ensure all activities are in compliance with applicable rules, regulations, policies and procedures
Additional responsibilities as requested
Qualifications:
Bachelor's Degree required
Prior investment banking or fundraising (placement agent or investor relations) experience required; previous experience as an Analyst, or equivalent, strongly preferred
Internship or prior work experience in financial services industry preferred
Proven track record in university studies required
SIE Exam, Series 63, and Series 7 must be acquired within 150 days of employment
Excellent mathematical, writing, verbal and computer skills
Detail oriented with strong analytical abilities
Critical thinking with problem-solving skills
Ability to adapt to new tasks with little notice
Ability to manage expectations of senior bankers while working on multiple projects simultaneously
Effective leadership and coaching skills
Strong desire to win
Sound judgement
Deep, sophisticated understanding of accounting and finance
Commitment to satisfying internal and external customers
Auto-Apply2027 Investment Banking Summer Analyst, Financial Sponsors Group
New York jobs
Summer analysts in William Blair's Financial Sponsors Group work with and support senior financial sponsor coverage bankers to develop, manage and institutionalize William Blair's relationships with many of the world's leading private equity firms. In partnership with financial sponsor, sector, and product bankers, summer analysts provide marketing and execution support throughout the entire client life cycle, including prospecting, pitching and transaction execution.
We know you have choices on how you spend your summer but encourage you to apply for William Blair's 2027 Investment Banking Financial Sponsors Summer Analyst Program. Take the opportunity to build on the fundamentals of your academic background, gain practical knowledge to help prepare you for your next steps and be part of an organization that fosters innovation and invests in our most important asset, our people.
The summer program provides all summer analysts with unique opportunities to:
Develop an understanding of macro factors related to the private equity industry and relevant investment banking services
Research, manage and disseminate information on private equity market trends and insight
Create marketing and pitch materials, including annual relationship reviews, quarterly updates, deal flow discussions and sector-focused discussions
Perform value-added analyses for focus funds - buyer behavior and bid analyses, comps, market and deal flow insights, balance of trade and cohort mapping
Research companies and industries in targeting specific clients/industries and generate platform and add-on investment ideas
Support pitches and active client engagements through financial (LBO) modeling, development of marketing materials and financial buyer coordination
Manage financial buyer vetting process, including consolidating feedback from clients and William Blair bankers
Formalize financial buyer presentation structure and develop talking points that can be leveraged by all of the FSG
Proofread materials to ensure the accuracy of content and consistency with the William Blair brand standard
Ensure all activities are following applicable rules, regulations, policies, and procedures
Additional responsibilities as requested
Here's what we're looking for
Pursuing undergraduate bachelor's degree with anticipated graduation between December 2027 - June 2028
Cumulative GPA of 3.5 or above preferred (but open to all applicants)
Undergraduate major: all majors considered
Intellectual curiosity and a passion for investment banking and financial sponsors
Knowledge of Investment Banking concepts, services, and applicable regulations
Project management and prioritization skills
Strong analytical and quantitative skills
Exceptional verbal and written communication skills
Ability to work on multiple projects simultaneously
Strong computer skills, specifically Microsoft Excel, Word, and PowerPoint
You are adaptable in an ever-changing environment and can manage through change with a high degree of emotional maturity
You are highly motivated, detail oriented, and thrive in a collaborative environment
Willingness to be located in New York City
Throughout the 9-week program, summer analysts are evaluated for opportunities in our full-time class, upon graduation.
Once you have submitted your application, you will receive a link to complete our pre-interview assessment, Suited, which will need to be completed within 48 hours. Please monitor your spam folder, as the email may get caught in spam filters.
William Blair is not currently hiring individuals for this position who now or in the future require sponsorship for employment visa status.
Application Deadline:
Apply by January 22nd to be considered for this opportunity.
Auto-Apply2027 Jefferies Finance Summer Analyst Program - New York, Private Credit
New York jobs
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.
About Jefferies Finance
Founded in 2004, Jefferies Finance LLC ("JFIN") is a leading leveraged loan investor and arranger owned equally by MassMutual and Jefferies Group LLC. JFIN manages nearly $17 billion across two primary lines of business:
Private Credit Investment Management: Through Jefferies Credit Partners, JFIN is a leading direct lender and investor in broadly syndicated loans, managing portfolios of senior debt investments made primarily to Private Equity Sponsor owned companies. Investments are managed across multiple private credit funds, SMAs, and CLOs.
Loan Underwriting and Arrangement: JFIN underwrites and arranges leveraged loans for Private Equity Sponsors and their portfolio companies globally and is a market leading arranger of U.S. LBO Loans.
What we look for in a candidate
Successful Analysts will be able to multi-task & 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, intense 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. Although a background in accounting or finance is helpful, JFIN hires Analysts who have studied a variety of disciplines.
What you can expect
Summer Analysts will gain exposure to private credit underwriting, origination, and business development
Private Credit Underwriting: Analysts are staffed on teams of 3 to 5 members and are primarily responsible for (i) conducting company and industry due diligence and credit analysis on new debt financing opportunities, (ii) preparation of approval memoranda for internal credit approval processes, and (iii) assistance with execution of transactions and on-going portfolio management.
Analysts are generalists and will have exposure to deal flow in industries including, but not limited to, aerospace & defense, business services, consumer & retail, healthcare, industrials, media, technology and telecommunications.
Private Credit Origination: Analysts will support the Private Credit Origination team and work directly with senior team members on client research and marketing materials
Private Credit Business Development: Analysts will support the Private Credit Business Development team and work directly with senior team members on preparing fundraising presentations, communications with prospective investors / limited partners, and investor requests
*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).
2027 Fixed Income Sales & Trading Summer Analyst - New York
New York jobs
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.
What you can expect
Jefferies 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. You'll be exposed to Jefferies' full range of products and leading industry expertise. Our lean 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 professionals 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 will receive formal performance reviews.
In addition to working on projects that incorporate research, analysis and recommendations, 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.
What we look for in a candidate
We look for candidates who are eager to make an impact to our clients by doing real, hands-on work. Successful Jefferies Summer Analysts are able to multitask and manage a variety of projects simultaneously. Candidates must demonstrate professionalism and relationship 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 - FIXED INCOME
FIXED INCOME
Jefferies' Fixed Income Department is a significant provider of liquidity, execution and underwriting expertise with over 550 institutional sales and trading professionals who focus on providing best in class trade execution, ideas and service to our clients. Summer Analysts gain valuable experience across an array of Fixed Income products. Summer Analysts will participate in desk rotations which may include: Foreign Exchange, Investment Grade, Leveraged Finance, Global Rates, Emerging Markets, Municipals, Mortgages or Fixed Income Strategy.
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 $100,000 (pro-rated for the 10-week internship program).
2027 Financial Advisory Summer Analyst Program - New York Corporate Finance Advisory & Capital Solutions
New York, NY jobs
Lazard is one of the world's preeminent financial advisory and asset management firms. Our people and culture make the difference. While global in presence and reach, ours is a close, collaborative community of just over 3,000 professionals. Lazard is a place of continuous knowledge sharing, skill development and relationship building, where professionals grow and succeed together. Our entrepreneurial culture, flat structure and embrace of individual differences, allow creative ideas, original concepts, and unique perspectives to drive our business forward - and for careers to take flight.
Through our financial advisory business, Lazard advises clients around the world on strategic and financial matters including mergers and acquisitions, restructurings, capital structure and capital raising. Our client relationships are built on trust and discretion. As the world's largest advisory-focused firm, we have exceptional depth of expertise across industry sectors and geographies. We value the rich diversity that comes from blending local perspective with our global network.
Strategic Capital Solutions
The individual groups that make up a global Strategic Capital Solutions effort advise companies, financial sponsors, and asset managers on complex capital-raising, debt, and structured equity needs, acting as a key bridge between traditional public company work and the private capital markets by leveraging Lazard's deep industry expertise and global network both to advise on and execute tailored financing solutions. Lazard's objective is to create market-agnostic solutions for our clients: one "team" across over a half dozen different groups advising all of Lazard's clients on the best market and optimal product for their situation and, when appropriate, executing on the company's behalf.
Corporate Finance Advisory
The Corporate Finance Advisory team supports and advises Lazard's corporate and sponsor clients in capital structure optimization and capital raising efforts in across a broad range of topics, including M&A, corporate separations and optimizations, refinancing, and other advisory projects and assignments that intersect with the capital markets. The Corporate Finance Advisory team advises across the full spectrum of corporate capital structures maintaining exposure to both public and private capital markets, while collaborating with all sector banking teams and clients across sectors to connect the capital markets to Lazard's clients.
Capital Solutions
The Capital Solutions team supports Lazard's corporate and sponsor clients in executing capital raising efforts including private market debt syndication and public market debt financing execution in the context of M&A, refinancings, liability management, and new capital raises. Capital Solutions works with both public and private companies to evaluate capital alternatives, run targeted or broad private financing processes, and execute transactions that align with strategic, balance‑sheet, and / or liquidity objectives.
As a Summer Analyst on the Strategic Capital Solutions team, you will have the opportunity to work across both Corporate Finance Advisory and Capital Solutions throughout your internship. As a full‑time Analyst, you will be aligned with either Corporate Finance Advisory or Capital Solutions as your primary focus, while still benefitting from cross‑staffing opportunities across both areas.
Beyond specific Corporate Finance Advisory and Capital Solutions assignments, summer analysts will have the opportunity to work closely with groups across the firm, gaining exposure to a wide range of industries and transaction types, including: high profile and cross-border M&A and divestiture transactions, activism and takeover defense, special committee assignments, restructuring assignments, financing and refinancing transactions and advice on capital structures.
Lazard offers an unparalleled opportunity for all bankers to work as part of small deal teams on important strategic assignments, providing meaningful exposure to senior bankers and client representatives.
You'll need to have:
* Current enrollment at a US university and obtaining a Bachelor's degree with an expected graduation date in December 2027 or May/June 2028
* Top academic performance
* Strong quantitative background
* Strong analytical skills
* Excellent oral and written communication skills
* Strong attention to detail
* Ability to multi-task
What we offer
You will begin your internship by participating in a week-long comprehensive training program in New York. Throughout the program, you will receive formal mentorship, exposure to our Leadership Team, and participate in various social and networking events with bankers across the Firm.
We strive to enhance the total health and well-being of our employees through comprehensive, competitive benefits. Our goal is to offer a highly individualized employee experience that enables you to balance your commitments to career, family, and community. When you work for Lazard, you are working for an organization that cares about your unique talents and passions, and will continue to invest in the development of your career.
We expect the base salary for this role to be approximately $120,000 USD. Various factors contribute to determining the actual base compensation offered, including but not limited to the applicant's years of relevant experience, career tenure, qualifications, level of education attained, certifications or other professional licenses held, relevant skills for the role, and if applicable, the location in which the applicant lives and/or from which they will be performing the job.
Does this sound like you?
Apply! We'll get in touch on the next steps.
Representation at Lazard
Lazard is an intellectual capital business committed to delivering the best advice and solutions to clients. To achieve these objectives, we focus on attracting, developing and retaining the best talent. We believe that a workforce comprised of people who represent a wide array of backgrounds, experiences and perspectives creates a rich variety of thought that empowers us to challenge conventional wisdom, solve problems creatively and make better decisions.
Lazard was built on the premise that a multicultural firm can best serve a global clientele. As a global firm that has grown organically from local roots in different countries, we have a deep tradition of respecting and appreciating individual differences. Doing so has been core to our success for over 175 years. We are committed to sustaining an environment where every colleague is supported in their professional pursuits, can maximize their individual potential and contribute to our collective success.
Summer 2027 Financial Analyst (Class of 2028), Corporate Valuation Advisory Services - Multiple Locations
Finance analyst job at Houlihan Lokey
Business Unit: Financial And Valuation Advisory Industry: Corporate Valuation Advisory Services Houlihan Lokey, Inc. (NYSE:HLI) is a global investment bank with expertise in mergers and acquisitions, capital solutions, financial restructuring, and financial and valuation advisory. Houlihan Lokey serves corporations, institutions, and governments worldwide with offices in the Americas, Europe, the Middle East, and the Asia-Pacific region. Independent advice and intellectual rigor are hallmarks of the firm's commitment to client success across its advisory services. The firm is the No. 1 investment bank for all global M&A transactions for the past two years, the No. 1 M&A advisor for the past 10 years in the U.S., the No. 1 global restructuring advisor for the past 11 years, and the No. 1 global M&A fairness opinion advisor over the past 25 years, all based on number of transactions and according to data provided by LSEG.
Financial and Valuation Advisory
Over the past 50 years, Houlihan Lokey has established one of the largest worldwide financial and valuation advisory practices. Our transaction expertise and leadership in the field of valuation inspire confidence in the financial executives, boards of directors, special committees, retained counsel, investors, and business owners we serve. In 2024, LSEG ranked us the No. 1 Global M&A fairness opinion advisor over the past 20 years. Our stability, integrity, technical leadership, and global capabilities make us a trusted advisor for clients worldwide, across a wide range of services, including the Transaction Opinions, Transaction Advisory Services, Corporate Valuation Advisory Services, Portfolio Valuation and Fund Advisory Services, Real Estate Valuation and Advisory Services, and Dispute Resolution Consulting practices.
Applicants must be authorized to work for ANY employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time.
Basic Qualifications
* A B.A./B.S./B.B.A. candidate-Finance or Accounting major with a graduation date between December 2027 and June 2028
* Coursework in accounting and finance
* A fundamental understanding of valuation theory, methodologies, and applications
Preferred Qualifications
* Strong analytical abilities and financial and computer skills (Excel in particular)
* A demonstrated ability to work cooperatively with all levels of staff
* Excellent verbal and written communication skills
Overview
The Corporate Valuation and Advisory Services ("CVAS") team performs business valuations and intangible asset valuations in connection with mergers and acquisitions for financial and tax reporting and management planning requirements. Team members have expertise in finance and accounting and understand global valuation methodologies and best practices. The team delivers value to private equity and corporate clients across a wide range of industries.
Responsibilities
As a Summer Financial Analyst on the CVAS team, some of your responsibilities will include developing complex financial models and analyzing financial statements, industry conditions and developments, acquisitions and divestitures, and various investment attributes of publicly traded and privately held securities. You will also have an opportunity to participate in our firm's marketing efforts. Throughout the summer, you will work closely with a highly talented, experienced, and dedicated staff of professionals who will give you broad exposure to a wide range of industries and highly complex transactions, as well as senior officers within our firm.
Compensation and Benefits
Houlihan Lokey is committed to providing its employees with an exciting career opportunity and competitive total compensation package. The firm's good faith and reasonable estimate of the possible salary range for this role at the time of posting is:
$70,000.00-$115,000.00
Actual salary at the time of hire may vary and may be above or below the range based on various factors, including, but not limited to, the candidate's relevant qualifications, skills, and experience, as well as the service line and location where this position may be filled.
Houlihan Lokey provides a competitive benefits package. Our current benefits offerings can be found here:
2025 Benefits
We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, gender identity, sexual orientation, protected veteran status, or any other characteristic protected by law.
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