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Investment Banking Analyst jobs at Jefferies - 187 jobs

  • Investment Banking Analyst - IB Healthcare

    Jefferies Financial Group Inc. 4.8company rating

    Investment banking analyst job at Jefferies

    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 #LI-DNI
    $110k-125k yearly Auto-Apply 58d ago
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  • 2027 Investment Banking Summer Analyst Program - New York, Latin America Coverage Group

    Jefferies 4.8company rating

    Investment banking analyst job at Jefferies

    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).
    $75k-102k yearly est. 38d ago
  • Internship - Investment Banking Analyst, Equity Private Capital Markets (New York, Summer 2027)

    Baird 4.7company rating

    New York jobs

    High-Profile Deals, Major Growth, the Right People Behind You. Grow Far at Baird. Baird offers a different kind of start to a career in investment banking, built on high-performing teams and a culture that supports your growth. Here, you'll build skills through real transactions, close collaboration with peers and mentors and a culture focused on shared success. Drive Growth Through Innovative Private Capital Solutions Join Baird's Equity Private Capital Markets team - part of our Capital Solutions Group - and gain hands-on experience shaping financing strategies for private companies. You'll work on minority equity, equity-linked securities, PIPEs and secondary liquidity solutions while supporting growth initiatives, acquisitions and strategic partnerships. With access to a global network of investors, you'll help create competitive processes that optimize pricing, terms and certainty - building skills that set you apart in the evolving private markets. Learn more. Summer 2027 Analyst Internship Program Our competitive intern program is a robust 10-week experience that offers real transaction exposure and a meaningful work experience. Interns are valuable team members who learn from experienced professionals in a collaborative and dynamic environment. Located in our New York office, interns must be flexible to work full-time during the summer. Significant hours are required. What You'll Do Support the Equity Private Capital Markets team by providing analytical support across capital raises, sale of minority stakes and other financial advisory services Work with your team to prepare company valuations, build financial models, track investor dialogue and create marketing materials Contribute to business development efforts through research, analysis and preparation for client meetings and pitches Work side-by-side with both junior and senior investment bankers, gaining hands-on experience across every stage of a deal What You'll Gain Contribute to every stage of a transaction, from conducting research, to investor outreach, and facilitating due diligence Gain insight into how teams collaborate across geographies, sectors and specialties to support client objectives Take on meaningful responsibility and contribute to conversations with investors and corporate clients around the world Grow in a culture built on respect and shared values, where ambition and collaboration go hand-in-hand and hard work is recognized through opportunity What It Takes Current enrollment in a bachelor's degree program required with a graduation date of winter 2027 or spring 2028 A candidate energized by learning, teamwork and real responsibility Proven academic record and a passion for finance (a finance degree is helpful, but not required) Drive, resilience and a strong work ethic Ability to work independently and thrive in a collaborative setting Strong mathematical, writing and verbal skills; relevant software proficiency Compensation and Benefits: Base Salary: $110,000 (pro-rated for summer program) Interested? Complete the Suited Assessment and Apply Today As part of our application process and to be considered for our Summer 2027 Analyst Internship Program, you must complete the Suited assessment. Sign up and complete here. Your Baird application is not complete until you submit the assessment. For questions and additional information, contact: Baird Global Investment Banking Recruiting ************************ Visit our U.S. Internship Program page for FAQs. Learn more about our platform at ************************************* Baird is not currently hiring individuals for this position who now or in the future require sponsorship for employment visa status. Learn more about our internship programs and review frequently asked questions . Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.
    $110k yearly Easy Apply 16d ago
  • Internship - Investment Banking Analyst, Debt Advisory, New York and Chicago (Summer 2027)

    Baird 4.7company rating

    New York jobs

    High-Profile Deals, Major Growth, the Right People Behind You. Grow Far at Baird. Baird offers a different kind of start to a career in investment banking, built on high-performing teams and a culture that supports your growth. Here, you'll build skills through real transactions, close collaboration with peers and mentors and a culture focused on shared success. Driving Results Through Creative Debt Strategies Join Baird's Debt Advisory team - part of our Capital Solutions Group - and gain hands-on experience providing analytical support across the spectrum of financing and capital structure advisory services. Our capabilities include raising asset-based, first and second lien, unitranche, mezzanine, high-yield and other structured debt instruments on behalf of corporate clients. With deep expertise, creativity and an unwavering commitment to client success, we excel in navigating the unique capital needs of our clients. Learn more. Summer 2027 Analyst Internship Program Our competitive intern program is a robust 10-week experience that offers real transaction exposure and a meaningful work experience. Interns are valuable team members who learn from experienced professionals in a collaborative and dynamic environment. Located in either our New York or Chicago office, interns must be flexible to work full-time during the summer. Significant hours are required. What You'll Do Support the Debt Advisory team by providing analytical support across a range of transactions, including acquisition financings, dividend recaps, refinancings and balance sheet restructurings Work with your team to perform credit analysis, build financial models and create marketing materials Contribute to business development efforts through research, analysis and preparation for client meetings and pitches Work side-by-side with both junior and senior investment bankers, gaining hands-on experience across every stage of a deal What You'll Gain Contribute to every stage of a transaction, from conducting research to facilitating due diligence Gain insight into how teams collaborate across geographies, sectors and specialties to support client objectives Take on meaningful responsibility and contribute to conversations with investor and corporate management clients around the world Grow in a culture built on respect and shared values, where ambition and collaboration go hand-in-hand and hard work is recognized through opportunity What It Takes Current enrollment in a bachelor's degree program required with a graduation date of winter 2027 or spring 2028 A candidate energized by learning, teamwork and real responsibility Proven academic record and a passion for finance (a finance degree is helpful, but not required) Drive, resilience and a strong work ethic Ability to work independently and thrive in a collaborative setting Strong mathematical, writing and verbal skills; relevant software proficiency Compensation and Benefits: Base Salary: $110,000 (pro-rated for summer program) Interested? Complete the Suited Assessment and Apply Today As part of our application process and to be considered for our Summer 2027 Analyst Internship Program, you must complete the Suited assessment. Sign up and complete here. Your Baird application is not complete until you submit the assessment. For questions and additional information, contact: Baird Global Investment Banking Recruiting ************************ Visit our U.S. Internship Program page for FAQs. Learn more about our platform at ************************************* Baird is not currently hiring individuals for this position who now or in the future require sponsorship for employment visa status. Learn more about our internship programs and review frequently asked questions . Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.
    $110k yearly Easy Apply 16d ago
  • Associate, Healthcare Investment Banking

    Cantor Fitzgerald 4.8company rating

    New York, NY jobs

    Job Title: Associate, Healthcare Investment Banking Cantor Fitzgerald is a diversified company primarily specializing in financial and real estate services for institutional and corporate customers operating in the global financial and commercial real estate markets. Since 1945, we have successfully built a well-capitalized business across multiple business lines, with numerous market-leading financial services and commercial real estate businesses. We have been at the forefront of financial and technological innovation in our industries while developing new markets and providing superior service to thousands of customers globally. At Cantor, our employees are our greatest asset. We look for individuals who are driven, intellectually engaged, team oriented and have a real desire to make an impact. Responsibilities: The Healthcare Investment Banking Group of Cantor Fitzgerald is seeking highly motivated, successful candidates with investment banking (or related) experience for the associate position in New York. The Investment Banking Group of Cantor Fitzgerald offers associates the exceptional opportunity to work on small client teams with direct exposure to clients and senior bankers. Associates play an essential role in developing and managing our client relationships. The associates are an integral part of our client teams, taking an active role in developing, structuring and executing a broad range of advisory assignments and financial transactions for our clients. • Coordination of various processes, including capital raises and advisory transactions • Preparation of offering memoranda, proposals and other written materials for meetings with clients • Perform research and various analyses in support of new business generation • Organize and participate in marketing and client meetings • Leading and participating in drafting sessions for underwriting assignments • Conducting industry and company-specific due diligence related to transactions • Interact with corporate clients, private equity firms, venture capital firms and senior bankers Qualifications: • Bachelor's degree • MBA or equivalent graduate degree in a financial discipline • Current or recent experience in an investment banking role or equivalent position • Current or recent healthcare industry experience Preferred Qualifications: • Outstanding academic record • Exceptional communication skills, both verbal and written • Strong analytical orientation, with experience performing financial and valuation analysis in Excel or comparable spreadsheet tools • Demonstrable commitment to and experience with working in teams • Demonstrated interest in finance and financial markets • Demonstrated interest in healthcare / medical field through professional and/or academic experience • Series 63 and 79 certified Educational Qualifications: • Bachelor's degree PLUS minimum 3 years of experience in an investment banking analyst • MBA or equivalent graduate degree in a financial discipline Salary: $ 175,000 - $225,000 The expected base salary for this position ranges from $175,000 to $225,000. The actual base salary will be determined on an individualized basis taking into account a wide range of factors including, but not limited to, relevant skills, experience, education, and, where applicable, licenses or certifications held. In addition to base salary and a competitive benefits package, this position may be eligible for additional types of compensation including discretionary bonuses and other short- and long-term incentives (e.g., deferred cash, equity, etc.).
    $175k-225k yearly Auto-Apply 60d+ ago
  • 2027 Investment Banking Summer Analyst, Fund Placement

    William Blair 4.9company rating

    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.
    $91k-129k yearly est. Auto-Apply 50d ago
  • 2027 Investment Banking Summer Analyst, Financial Sponsors Group

    William Blair 4.9company rating

    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.
    $91k-129k yearly est. Auto-Apply 50d ago
  • 2027 Investment Banking Summer Analyst, Secondary Advisory

    William Blair 4.9company rating

    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 secondary advisory role combines investment banking activity (deal origination, due diligence, financial modeling, strategic and financial advice, structuring and execution) with capital markets responsibilities (institutional coverage and distribution). 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 Secondary Advisory 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.
    $91k-129k yearly est. Auto-Apply 50d ago
  • Investment Banking Analyst - Fund Placement

    William Blair 4.9company rating

    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
    $91k-129k yearly est. Auto-Apply 40d ago
  • 2027 Investment Banking Summer Analyst

    William Blair 4.9company rating

    New York, NY jobs

    Solutions for Today's Challenges. Vision for Tomorrow's Opportunities. Join William Blair, the Premier Global Partnership. William Blair's investment banking group enables corporations, financial sponsors, and owner/entrepreneurs around the world to achieve their growth, liquidity, and financing objectives. Our global footprint provides opportunities to deliver highly strategic advice to market-leading companies around the world. We provide the industry's brightest minds with the opportunity to thrive in an energetic, entrepreneurial environment and team-oriented culture. As a summer analyst at William Blair you will have the opportunity to harness your potential by being part of a culture of collaboration and accountability that offers compelling work and direct client exposure from the very beginning. Your personal and professional growth will be accelerated by working alongside senior bankers who have a vested interest in your development. We know you have choices on how you spend your summer but encourage you to apply for William Blair's 2027 Investment Banking Summer Analyst Program 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: Work alongside current analysts, associates, and senior bankers over the course of a 9-week program Be placed into a sector coverage team (group and process dependent on location) Take on all functions of a full-time analyst Receive direct client exposure in a culture of collaboration and accountability Work alongside and support senior bankers in research and creation of pitch materials Build financial models to value potential clients Research 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 Qualifications: Pursuing undergraduate bachelor's degree with anticipated graduation between December 2027 - July 2028 Cumulative GPA of 3.5 or above preferred (but open to all applicants) Undergraduate major: all majors considered General understanding of accounting and finance Strong analytical and quantitative skills Exceptional verbal and written communication skills 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 join one of our offices in Atlanta, Boston, Charlotte, Chicago, Los Angeles, San Francisco, or New York Throughout the 9-week program, summer analysts are evaluated for opportunities in our full-time class, upon graduation. Once you complete 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. A reasonable estimate of the current base salary range at time of posting is below. Salary Range$110,000-$110,000 USD About Our Firm William Blair strives to attract qualified candidates who specialize in investment banking, investment management, private wealth management, and other strategic resource groups. We are committed to empowering our colleagues to deliver client success and engage in our communities. Our firm has delivered trusted advice for nine decades, continuing to deepen our expertise and relationships across asset classes and markets throughout North America, Europe, Asia, and Australia. We provide advisory services, strategies, and solutions to meet clients' evolving needs amid dynamic market conditions and varying industries. What sets us apart is that we are an independent partnership, with colleagues who have unique experiences, perspectives, and backgrounds. We empower our people to bring their best thinking so we can deliver the tailored, thoughtful work and problem-solving abilities that our clients expect. We invite you to learn more about us by visiting williamblair.com. William Blair is an equal opportunity employer. It complies with all laws and regulations that prohibit discrimination in employment practice because of race, color, religion, creed, ancestry, marital status, gender, age, national origin, sexual orientation, unfavorable discharge from the military service or on the basis of a physical or mental disability that is unrelated to the employee's ability to perform the duties of the job applied for. EOE m/f/d/v Be aware of hiring scams: William Blair has clear processes and guidelines with regards to recruiting. We do not request personal financial information in connection with an employment application nor does William Blair extend any employment offers without first conducting an interview through one of its registered offices. William Blair does not use instant messaging services such as WhatsApp, Telegram, or iMessage as part of the recruiting or interviewing process. Note to External Recruiters / Search Firms: William Blair does not accept unsolicited resumes and will not pay for any placement resulting from the receipt of an unsolicited resume. Any unsolicited resumes received will not be considered as a valid submission. Download William Blair's privacy policies for job applicants: California Consumer Privacy Act Privacy Notice (CCPA) General Data Protection Regulation Privacy Notice (GDPR) Contact us should you have any questions or concerns.
    $110k-110k yearly Auto-Apply 37d ago
  • 2027 Investment Banking Summer Analyst, Equity Capital Markets

    William Blair 4.9company rating

    New York, NY jobs

    Solutions for Today's Challenges. Vision for Tomorrow's Opportunities. Join William Blair, the Premier Global Partnership. By connecting growth-oriented companies with a global network of stable, high-quality, long-term investors, our Equity Capital Markets (ECM) group delivers compelling results for issuers of IPOs, public and confidential follow-on offerings, PIPEs, registered direct offerings, convertibles, and private placements. We know you have choices on how you spend your summer but encourage you to apply for William Blair's 2027 Investment Banking Equity Capital Markets 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: Work alongside analysts, associates, and senior bankers on the ECM origination team and across sector coverage groups over the course of the 9-week program Take on all functions of a full-time analyst Receive direct client exposure in a culture of collaboration and accountability Originate and execute equity and equity-linked offerings across William Blair's client coverage universe Conduct industry and company research Perform financial modeling and analysis on market capacity for issuers of equity or equity-linked securities with general supervision Support ECM Origination and sector coverage groups in preparing commitment committee, filing, and selling memorandums, and investor targeting materials Work alongside Equity Syndicate, Institutional Sales & Trading, and Research during offering execution process to coordinate feedback on deal messaging, company peers, and the capital markets broadly Compile and prepare appropriate marketing materials detailing the perspective and recommendation on the capital markets and highlighting William Blair's equity and distribution platform Qualifications: 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 General understanding of accounting and finance Strong analytical and quantitative skills Exceptional verbal and written communication skills 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 Chicago or 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. A reasonable estimate of the current base salary range at time of posting is below. Salary Range$110,000-$110,000 USD About Our Firm William Blair strives to attract qualified candidates who specialize in investment banking, investment management, private wealth management, and other strategic resource groups. We are committed to empowering our colleagues to deliver client success and engage in our communities. Our firm has delivered trusted advice for nine decades, continuing to deepen our expertise and relationships across asset classes and markets throughout North America, Europe, Asia, and Australia. We provide advisory services, strategies, and solutions to meet clients' evolving needs amid dynamic market conditions and varying industries. What sets us apart is that we are an independent partnership, with colleagues who have unique experiences, perspectives, and backgrounds. We empower our people to bring their best thinking so we can deliver the tailored, thoughtful work and problem-solving abilities that our clients expect. We invite you to learn more about us by visiting williamblair.com. William Blair is an equal opportunity employer. It complies with all laws and regulations that prohibit discrimination in employment practice because of race, color, religion, creed, ancestry, marital status, gender, age, national origin, sexual orientation, unfavorable discharge from the military service or on the basis of a physical or mental disability that is unrelated to the employee's ability to perform the duties of the job applied for. EOE m/f/d/v Be aware of hiring scams: William Blair has clear processes and guidelines with regards to recruiting. We do not request personal financial information in connection with an employment application nor does William Blair extend any employment offers without first conducting an interview through one of its registered offices. William Blair does not use instant messaging services such as WhatsApp, Telegram, or iMessage as part of the recruiting or interviewing process. Note to External Recruiters / Search Firms: William Blair does not accept unsolicited resumes and will not pay for any placement resulting from the receipt of an unsolicited resume. Any unsolicited resumes received will not be considered as a valid submission. Download William Blair's privacy policies for job applicants: California Consumer Privacy Act Privacy Notice (CCPA) General Data Protection Regulation Privacy Notice (GDPR) Contact us should you have any questions or concerns.
    $110k-110k yearly Auto-Apply 37d ago
  • Investment Banking Associate - Industrial Growth Products

    William Blair 4.9company rating

    New York, NY jobs

    Solutions for Today's Challenges. Vision for Tomorrow's Opportunities. Join William Blair, the Premier Global Partnership. Execute in-depth analyses to support new business development, transaction execution and the delivery of investment banking products and services to clients and prospects. Perform extensive research and financial modeling, apply valuation methods, and complete due diligence activities. Work closely with client staff to advance projects, gathering necessary information, conveying complex financial modeling outcomes and presenting analysis results. Provide training and mentorship to less experienced staff. Responsibilities include but may not be limited to: Perform extensive financial/valuation analyses to value debt and equity for mergers, acquisitions and capital raising transactions. Utilize creative approaches to analyses that illustrate key concepts/messages. Carefully review and provide guidance to Analysts' work. Build advanced financial models to value potential and actual clients and/or industries, leveraging broad understanding of valuation and broad finance/accounting topics. Demonstrate thorough knowledge of multiple client sectors. Assimilate information to perform insightful analyses. Lead due diligence, research, analysis and documentation of potential and live transactions. Anticipate potential deal issues and pass concerns through to team members in real time. Actively participates in presentation development and hypothesis testing to highlight financial analysis and research results. Develop, produce and deliver proposals and presentations to clients and prospects, which exhibit broad knowledge of IB product solutions and underlying components. Engage, with analysts, in the development of marketing materials that highlight the competitive advantage of William Blair. Actively participate in client meetings and drafting sessions. Research and expand expertise of industries and/or sectors. Leverage knowledge to target certain clients or industries. Monitor key industry drivers. Offer insights into business trends in sector to facilitate processes. Evaluate and improve BIC content. Identify improvements to processes and propose solutions to complete tasks more efficiently. Take ownership of client relationships. Foster effective dialogue with finance and accounting staffs to facilitate processes. Anticipate needs and challenges and provide seamless solutions. Demonstrate an understanding of macro factors related to client industry, investment banking products and potential implications. Act as “on the job” trainer for analysts, providing constructive feedback. Focus on improving the quality of analyst and summer intern work product. Ensure senior team knows the valuable contributions of all team members. 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 experience required; 2+ years as an Investment Banking Associate strongly preferred Internship or prior work experience in financial services industry preferred SIE Exam, Series 79, and Series 63 must be acquired within 150 days of employment Detail oriented with strong analytical abilities Excellent mathematical, writing, verbal and computer 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 Travel required: approximately 10% to 30% #LI-MW1 A reasonable estimate of the current base salary range at time of posting is below. Base salary does not include other forms of compensation or benefits. Actual base salary within the specified range is based on several factors, including but not limited to applicant's skills, prior relevant experience, specific degrees and certifications, job responsibilities, market considerations and, if applicable, the location of the position. This role is eligible for either a discretionary annual bonus (based on company, business unit and individual performance) and/or commission-based incentives. Our featured benefit offerings include medical, dental and vision coverage, employer paid short & long-term disability and life insurance, 401(k), profit sharing, paid time off, Maven family & fertility benefit, parental leave (including adoption, surrogacy, and foster placement), as well as other voluntary benefits. Salary Range$200,000-$200,000 USD About Our Firm William Blair strives to attract qualified candidates who specialize in investment banking, investment management, private wealth management, and other strategic resource groups. We are committed to empowering our colleagues to deliver client success and engage in our communities. Our firm has delivered trusted advice for nine decades, continuing to deepen our expertise and relationships across asset classes and markets throughout North America, Europe, Asia, and Australia. We provide advisory services, strategies, and solutions to meet clients' evolving needs amid dynamic market conditions and varying industries. What sets us apart is that we are an independent partnership, with colleagues who have unique experiences, perspectives, and backgrounds. We empower our people to bring their best thinking so we can deliver the tailored, thoughtful work and problem-solving abilities that our clients expect. We invite you to learn more about us by visiting williamblair.com. William Blair is an equal opportunity employer. It complies with all laws and regulations that prohibit discrimination in employment practice because of race, color, religion, creed, ancestry, marital status, gender, age, national origin, sexual orientation, unfavorable discharge from the military service or on the basis of a physical or mental disability that is unrelated to the employee's ability to perform the duties of the job applied for. EOE m/f/d/v Be aware of hiring scams: William Blair has clear processes and guidelines with regards to recruiting. We do not request personal financial information in connection with an employment application nor does William Blair extend any employment offers without first conducting an interview through one of its registered offices. William Blair does not use instant messaging services such as WhatsApp, Telegram, or iMessage as part of the recruiting or interviewing process. Note to External Recruiters / Search Firms: William Blair does not accept unsolicited resumes and will not pay for any placement resulting from the receipt of an unsolicited resume. Any unsolicited resumes received will not be considered as a valid submission. Download William Blair's privacy policies for job applicants: California Consumer Privacy Act Privacy Notice (CCPA) General Data Protection Regulation Privacy Notice (GDPR) Contact us should you have any questions or concerns.
    $200k-200k yearly Auto-Apply 37d ago
  • Investment Banking Analyst - IB Healthcare

    Jefferies 4.8company rating

    Investment banking analyst job at Jefferies

    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 #LI-DNI
    $110k-125k yearly Auto-Apply 58d ago
  • 2027 Investment Banking Summer Analyst Program - New York, Israel Coverage Group

    Jefferies 4.8company rating

    Investment banking analyst job at Jefferies

    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 2027 and June 2028. 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).
    $75k-102k yearly est. 38d ago
  • 2027 Investment Banking Summer Analyst Program - New York, M&A Advisory

    Jefferies 4.8company rating

    Investment banking analyst job at Jefferies

    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* Groups Supported: Shareholder Engagement & Activism Advisory (SEAA) and Strategic Finance Group (SFG) About the Groups Shareholder Engagement & Activism Advisory (SEAA): SEAA advises public companies, Boards of Directors, and senior executives on activism preparedness and response strategies, shareholder engagement, governance matters, and complicated M&A situations. The team provides strategic insights and analysis needed to support the critical advice it provides to clients as they navigate complex shareholder dynamics and seek to drive long-term value creation. Strategic Finance Group (SFG) SFG partners with Boards of Directors, and senior executive teams on high-impact strategic decisions, including valuation analysis, strategic alternatives reviews, portfolio optimization, corporate transformations, capital deployment, M&A capital markets, and capital structure design. Known for its analytical rigor and proprietary frameworks, SFG helps clients unlock sustainable shareholder value. The Role Jefferies is seeking a driven and intellectually curious Summer Analyst to join our growing M&A Advisory platform in New York, supporting both the Shareholder Engagement & Activism Advisory and Strategic Finance Groups. The scope of work will be multi-disciplinary, extending across M&A, capital markets and legal areas of expertise, and well as typical investment banking core competencies such as financial modeling and data analysis. This role offers a rare opportunity to work directly with senior leaders and subject matter experts on high-impact, board-level strategic and financial advisory engagements. 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).
    $75k-102k yearly est. 14d ago
  • 2027 Investment Banking Summer Analyst Program - New York, Municipals Group

    Jefferies 4.8company rating

    Investment banking analyst job at Jefferies

    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' Municipal Securities Group currently employs more than 75 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 has become a market leader in the areas of: airports; asset securitization; education; general government tax-backed; healthcare; housing; interest rate derivatives; public power; redevelopment finance; state revolving funds; tobacco securitization; transportation; water and sewer; and project financing. PRIMARY RESPONSIBILITIES: As an Analyst in the Municipal Securities Group, you will rapidly assume significant responsibilities, including: providing financial modeling to support banking activities; building and maintaining a variety of databases; providing refunding and restructuring analyses; preparing proposal and presentation materials; working closely with senior bankers on transactions; and interfacing with underwriters, salesmen and traders. Desired Skills and Experience 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 be completing the junior year of a four-year Bachelor's degree or equivalent program Strong proficiency in Microsoft Excel, Word and PowerPoint Demonstrate professionalism and client management skills *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).
    $75k-102k yearly est. 38d ago
  • Investment Banking Analyst - Shareholder Engagement & Activism Advisory (SEAA)

    Jefferies Financial Group Inc. 4.8company rating

    Investment banking analyst job at Jefferies

    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.
    $74k-102k yearly est. Auto-Apply 36d ago
  • 2027 Investment Banking Summer Analyst Program (United States)

    Morgan Stanley 4.6company rating

    New York, NY jobs

    Morgan Stanley is a worldwide leader in Investment Banking. We are one of the top firms in mergers & acquisitions (M&A), underwriting of equity and debt transactions. With professionals in over 30 countries, we are consistently recognized for our performance in traditional and innovative financing techniques, helping clients around the world to make decisions about their business strategy and financial structure. In the United States, we have opportunities in the following cities: New York, Houston, Menlo Park and San Francisco. We are further organized by industry and product groups including Consumer Retail, Corporate Separations, Financial Institutions, Financial Sponsors, Healthcare, Industrials, Latin America, Media & Communications, Mergers & Acquisitions, Power & Energy, Private Capital Advisory, Real Estate, Shareholder Activism, Technology, Transportation. When applying, you will be prompted to identify your preferred office location(s) and banking groups. Summer Analyst Training Program Summer Analysts experience the culture and atmosphere of Morgan Stanley by taking on responsibilities of a Full Time Analyst, working on a variety of corporate transactions, and making meaningful contributions to the delivery of projects. Summer Analysts will be involved in an immersive orientation program and learn about our culture as well as the benefits and responsibilities of being a member of the Firm. In addition, Summer Analysts participate in an intensive division-specific training program focused on developing a strong foundation in the basic skills of financial analysis, accounting, and valuation. Upon conclusion of training, Summer Analysts will have an opportunity to work on a wide range of transactions in their assigned group. Summer Analysts receive continued on-the-job training throughout the program and benefit from working alongside experienced professionals during their internship. Summer Analysts have many opportunities to exchange ideas and network with peers, mentors and senior managers through team-building sessions and other organized events. Responsibilities The roles and responsibilities of a Summer Analyst vary but may include: * Analyzing detailed corporate and financial information * Creating statistical exhibits that analyze comparative financial performance * Building models to illustrate projected financial results and value to companies * Developing marketing memoranda and delivering sections of research presentation * Participating in the execution of financings and M&A transactions * Acting as the liaison for the team and other parts of the Firm Qualifications, Skills & Requirements * Pursuing an undergraduate degree with a graduation date between December 2027 and June 2028 * Minimum 3.4 GPA * Possess basic knowledge of and a keen interest in finance * Analytical, adaptive, multi-tasker and team player * Strong work ethic and leadership skills * Strong oral and written communication skills Expected base pay rates for the role will be $52.89 per hour at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet). Our Opportunities Office Locations: New York, Houston, Menlo Park, and San Francisco Industry Coverage Groups: Consumer Retail, Financial Institutions, Power & Energy, Healthcare, Industrials, Latin America, Media & Communications, Real Estate, Transportation, and Technology Product Groups: Corporate Separations, Mergers & Acquisitions, Financial Sponsors, Private Capital Advisory, Shareholder Activism Application Details * Applications are open from January 1, 2026 - February 15, 2026 and are reviewed on a rolling basis. Students are encouraged to apply as soon as they feel most prepared to do so. * You can select and rank up to three preferred office locations and up to three Investment Banking Division (IBD) groups. * The groups listed below are available for direct hire. If selected, you will interview directly with the group. * Financial Institutions Group * Latin America * Private Capital Advisory * Real Estate * Corporate Separations * Shareholder Activism * Houston - Power & Energy * Menlo Park - Technology * San Francisco - Financial Sponsors * San Francisco - Healthcare * San Francisco - Industrials * The groups listed below are included in the New York Generalist* program. * Consumer Retail * Financial Sponsors * Healthcare * Industrials * Media & Communications * M&A * Power & Energy * Technology * Transportation * If recruiting for The New York Generalist program, you would be eligible for a generalist offer. Group placement takes place during onboarding, prior to the start of the Summer Program, and features a structured process, complemented by educational and networking opportunities. Job Level Summer Analyst Program Summer Analyst
    $52.9 hourly Auto-Apply 3d ago
  • Investment Banking Associate - IB Healthcare

    Jefferies Financial Group Inc. 4.8company rating

    Investment banking analyst job at Jefferies

    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 #LI-DNI
    $150k-225k yearly Auto-Apply 58d ago
  • Investment Banking Associate - REGAL

    Jefferies Financial Group Inc. 4.8company rating

    Investment banking analyst job at Jefferies

    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 #LI-DNI
    $175k-200k yearly Auto-Apply 44d ago

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