Investment Banking Associate jobs at Lazard - 181 jobs
Investment Stewardship Analyst
Lazard Careers 4.9
Investment banking associate job at Lazard
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.
Lazard Asset Management is recruiting an Investment Stewardship Analyst to join its global Investment Stewardship & Sustainable Investments team, located across New York and London. This role is dedicated to active ownership, with primary responsibilities in direct company engagement, proxy voting, governance research, and the assessment of stewardship risks across global portfolios.
Acting as a specialist within the firm's stewardship function, you will lead dialogues with portfolio companies, evaluate governance practices, research proxy votes, and support the escalation of material concerns through Lazard's Active Ownership framework. The role also includes thematic research focused on fundamental research driven stewardship priorities such as executive compensation, supply‑chain risk oversight, board effectiveness, climate governance, or human capital management.
Active Engagement & Ownership
Lead direct, one-on-one meetings with portfolio company management to inform investment decisions, our view on long-term returns, and to drive outcomes related to governance, capital allocation, board composition, risk oversight, and others topics.
Identify and escalate concerns to the Active Ownership Committee when company practices diverge from long‑term shareholder value or Lazard's stewardship principles.
Track progress on engagement objectives and prepare periodic reporting for internal and client audiences.
Proxy Voting
Analyze proxy statements, shareholder proposals, and director elections using research from external providers and Lazard's internal governance principles.
Direct votes across global markets while navigating jurisdictional constraints (e.g., share blocking) to protect client interests.
Support enhancements to voting guidelines and ensure accurate documentation of voting rationales.
Integrated Research
Perform "deep-dives" on sector-specific risks using the Materiality Mapping framework to quantify non-financial risks like carbon pricing or labor mobility.
Maintain high‑quality stewardship analysis in the proprietary Lazard Asset Management Research (LAMR) database for global access and use by investment teams.
Lead one thematic research project annually on a priority stewardship topic, synthesizing global trends, regulatory developments, and company-level practices.
Portfolio Risk & Compliance
Collaborate with the Global Risk Management Team to review "Watchlists", assess stewardship-related portfolio risks, and monitor style tilts related to carbon footprints and other non-financial metrics.
Support regulatory reporting requirements for global frameworks such as SFDR (Article 8/9) and the UK Stewardship Code.
You'll need to have
5 or more years of experience in sustainable investing & analysis: stewardship, corporate governance, proxy voting
3 or more years of experience with Emerging Markets thematic research
Ability to evaluate governance structures, proxy proposals, and company disclosures across global markets
Strong understanding of financial drivers of companies
Clear, persuasive and engaging writing skills to produce summaries, voting rationales, and governance insights
Pride in ownership and deep commitment to continuous improvement through global cross functional collaboration
Proven ability to influence decision‑making and build trusted relationships with investment teams, company management, and directors
Strong understanding of corporate governance frameworks, stewardship practices, and ESG data platforms (e.g., ISS, Glass Lewis, MSCI, Sustainalytics, Bloomberg)
A methodical approach to work, with strong attention to detail and the ability to organize and prioritize heavy workloads
Bachelor's degree required; Master's degree, CFA, or governance-related credential preferred
What we offer
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 range for this role to be approximately $140,000-165,000 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. Base salary is one component of Lazard Asset Management's compensation package, which also includes comprehensive benefits and may include incentive compensation.
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.
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$140k-165k yearly 10d ago
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Investment Banking Associate | Municipal Finance
Jefferies Financial Group Inc. 4.8
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 investmentbanking 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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$175k-250k yearly Auto-Apply 60d+ ago
Investment Banking Associate - IB Healthcare
Jefferies Financial Group Inc. 4.8
New York, NY jobs
InvestmentBankingAssociate - 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 InvestmentBankingAssociate 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 investmentbanking 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 investmentbanking 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 investmentbanking 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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$150k-225k yearly Auto-Apply 60d+ ago
Investment Banking Associate- Healthcare
Jefferies Financial Group Inc. 4.8
New York, NY jobs
InvestmentBankingAssociate - 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 InvestmentBankingAssociate 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 investmentbanking 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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$150k-225k yearly Auto-Apply 60d+ ago
Investment Banking Associate, Healthcare (Biotech and Specialty Pharma)
Jefferies Financial Group Inc. 4.8
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 InvestmentBankingAssociate 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 investmentbanking 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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$150k-225k yearly Auto-Apply 60d+ ago
Investment Banking Associate - REGAL
Jefferies Financial Group Inc. 4.8
New York, NY jobs
GROUP DESCRIPTION: Jefferies' Real Estate Gaming & Lodging ("REGAL") Group offers a full range of investmentbanking 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 investmentbanking experience as an Associate; or (ii) an undergraduate degree and 3+ years of Real Estate investmentbanking 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 investmentbanking 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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$175k-200k yearly Auto-Apply 48d ago
Investment Banking Associate - REGAL
Jefferies 4.8
New York, NY jobs
GROUP DESCRIPTION: Jefferies' Real Estate Gaming & Lodging (“REGAL”) Group offers a full range of investmentbanking 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 investmentbanking experience as an Associate; or (ii) an undergraduate degree and 3+ years of Real Estate investmentbanking 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 investmentbanking 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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$175k-200k yearly Auto-Apply 60d+ ago
Investment Banking Associate - REGAL
Jefferies Financial Group Inc. 4.8
New York, NY jobs
GROUP DESCRIPTION: Jefferies' Real Estate Gaming & Lodging (“REGAL”) Group offers a full range of investmentbanking 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 investmentbanking experience as an Associate; or (ii) an undergraduate degree and 3+ years of Real Estate investmentbanking 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 investmentbanking 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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$175k-200k yearly Auto-Apply 60d+ ago
Investment Banking Business Associate - Leveraged Finance
Jefferies Financial Group Inc. 4.8
New York, NY jobs
Jefferies LLC is looking for a Business Manager / Associate for the Leveraged Finance InvestmentBanking group.
This position reports directly and supports the Global Head of Leveraged Finance and all senior bankers on a regular basis. He/she will primarily be responsible for managing the group's backlog, credentials, transaction historical data, quarterly Jefferies thought pieces on the Leveraged Finance market and tasks associated with supporting the Financial Sponsors Group, Private Capital Advisory and will directly interact with SMBC
The candidate must have strong written/verbal skills, organizational, analytical, technical, and interpersonal skills. The Business Manager / Associate will develop a deep understanding of the Leveraged Finance Products offered by Jefferies LLC
The candidate should be proficient with Microsoft Office, Excel, PowerPoint, PowerBi, Dealogic, Covenant Review and Bloomberg
Primary Responsibilities:
Manage the group's backlog which includes; maintaining of historical, daily, weekly and quarterly revenue and subsequent charges reporting in Excel; committee approvals; updating information in the firm's client management system; ad-hoc report requests and reconciling fees with other areas within IB Management and Capital Markets
Prepare reports and presentations to InvestmentBanking Management and senior leaders in the Jefferies organization on the group's revenue, market share and transactions
Support the Global Head of Leveraged Finance in building out discussion materials and analysis to generate business ideas and long-term strategic initiatives
Diligently track transactions part of the Jefferies / SMBC partnership
Dealogic League Table: Tracking Leveraged Finance transactions completed by all banks to update Excel spreadsheets used in compiling league tables and head-to-head analyses quarterly and ad hoc reporting
Credentials: Updating Leveraged Finance credentials in Powerpoint for new deals, league table updates and new hires.
Required Background and Desired Skills:
Understanding of leveraged finance and/or direct lending experience preferred
Excellent Excel, PowerPoint and Dealogic skills
Excellent written and verbal communication skills
Detail-oriented with exceptional critical thinking and problem-solving abilities
Ability to lead a variety of projects for different stakeholders simultaneously
Resourceful self-starter; able to work autonomously, with minimal guidance
Strong interpersonal skills and the ability work in a fast-paced productive environment
Team player and ability to confidently work with senior bankers on a daily basis
The salary range for this role is $125,000 - $150,000
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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 investmentbanking 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, investmentbanking 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 investmentbanking experience required; 2+ years as an InvestmentBankingAssociate 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%
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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 investmentbanking, 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 42d ago
Investment Banking Analyst - Fund Placement
William Blair 4.9
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 investmentbanking 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 45d ago
Investment Banking Analyst - IB Healthcare
Jefferies 4.8
New York, NY jobs
InvestmentBanking 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 InvestmentBanking 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 60d+ ago
Investment Banking Analyst - IB Healthcare
Jefferies Financial Group Inc. 4.8
New York, NY jobs
InvestmentBanking 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 InvestmentBanking 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 60d+ ago
2027 Investment Banking Summer Analyst Program - New York, M&A Advisory
Jefferies 4.8
New York jobs
Jefferies is a leading global, full-service investmentbanking 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 InvestmentBanking Summer Analysts have the unique opportunity to gain insight into a global, client-focused investmentbank 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 investmentbanking 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 investmentbanking 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. 19d ago
2027 Investment Banking Summer Analyst Program - New York, Latin America Coverage Group
Jefferies 4.8
New York jobs
Jefferies is a leading global, full-service investmentbanking 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 InvestmentBanking Summer Analysts have the unique opportunity to gain insight into a global, client-focused investmentbank 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 investmentbanking 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 - InvestmentBanking opportunities exist across the U.S.
GROUP DESCRIPTION: Jefferies InvestmentBanking 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. 43d ago
2027 Investment Banking Summer Analyst Program - New York, Israel Coverage Group
Jefferies 4.8
New York jobs
Jefferies is a leading global, full-service investmentbanking 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 InvestmentBanking 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 investmentbank 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 InvestmentBanking 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. 43d ago
2027 Investment Banking Summer Analyst Program - New York, Municipals Group
Jefferies 4.8
New York jobs
Jefferies is a leading global, full-service investmentbanking 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 investmentbanking 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).
Jefferies is a leading global, full-service investmentbanking 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 40d ago
Investment Banking Analyst - Secondary Advisory
Jefferies Financial Group Inc. 4.8
New York, NY jobs
Jefferies Secondary Advisory
The Private Capital Advisory (“PCA”) team advises leading financial sponsors and institutional investors on secondary market transactions. Our professionals work closely with private equity sponsors seeking to utilize the secondary market to generate liquidity through single- / multi-asset continuation fund transactions among other GP-led secondary transaction types. Additionally, the PCA team advises institutional investors such as sovereign wealth funds, pensions, endowments, foundations, and other large institutional investors in the private markets on the sale of portfolios of limited partnership interests in alternative asset funds.
PCA Notable Facts
90+ dedicated secondary advisory professionals worldwide based in San Francisco, New York, Dallas, Chicago and London
Advised on $100B+ of secondary transaction value since 2022, including $50B+ in volume across 80+ GP-led transactions
Description
Jefferies is seeking an experienced Analyst to join its GP-Led Secondaries Advisory team in New York
The group is focused on executing GP-led transactions across the private markets (e.g., private equity, private credit, infrastructure, and real estate).
GP-led secondary transaction mandates include single- and multi-asset continuation funds, tender offers, structured preferred equity solutions, and NAV loans, and various other financing solutions for sponsors and their portfolio companies. GP-led secondaries are an innovative and increasingly utilized liquidity solution for private equity firms and an important part of Jefferies full-service offering for leading financial sponsors.
Candidates will join a highly collaborative and dynamic team that often works in tandem with Jefferies sector bankers, leveraged finance and sponsor coverage teams on its transactions. Jefferies PCA offers a unique opportunity to work on transactions with meaningful exposure to senior bankers across Jefferies as well as leading private equity GP clients. The Analyst will play an integral role in transaction execution and new business development for ground-breaking secondaries advisory assignments.
Responsibilities
Assist in the creation of detailed transaction and pitch materials
Contribute to the development of financial models and valuation analyses for private equity-backed companies
Perform company- and fund-level due diligence, prepare information memoranda and other transaction-related documentation
Conduct secondary market research including identifying trends in the alternatives investment industry
Manage secondary investor outreach and due diligence (e.g., sponsor roadshows, management team meetings, plant and office visits)
Assist in preparing responses to due diligence requests from potential secondary investors
Communicate regularly with Jefferies' industry, sector, and financial sponsor coverage team members
Track market data to assist with PCA's communications with clients and industry coverage teams
Maintain a database of secondary investor profiles, investment strategies, and transaction feedback
Qualifications / Credentials
Four-year Bachelor's degree, with a distinguished academic background
Minimum of 1 year of relevant professional experience (e.g., investmentbanking, valuation advisory, alternatives investment management, private equity consulting)
Private equity secondaries investment / advisory experience is seen as beneficial, but is not a requirement
Analytical and quantitative problem-solving skills including academic / professional experience in financial modeling and valuation
High levels of maturity and ability to interface effectively with professionals at private equity firms, portfolio companies, and secondary investors
Willingness to work on a wide range of secondary transaction types across different segments of the private markets and industry verticals
Strong multi-tasking and organizational skills with consistent attention to detail
Profound dedication to the role (i.e., willingness to take ownership of client deliverables) and a team-first mentality
Strong judgment, critical thinking skills with resourcefulness and the ability to improvise effectively
Exceptional communication skills (verbal, written and illustrative) across various mediums (predominantly Microsoft Word, PowerPoint, and Excel)
#LI-DNI
$74k-102k yearly est. Auto-Apply 4d ago
2027 Financial Advisory Summer Analyst Program - New York Shareholder Advisory & Activism Defense
Lazard Ltd. 4.9
Investment banking associate job at Lazard
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.
As a Summer Analyst on the Shareholder Advisory and Activism Defense Team, you will work in small teams advising public companies on a broad range of topics including shareholder activism and takeover defense, matters regarding public equity markets and understanding investing patterns of institutional investors. You will work closely with sector banking teams in reviewing and evaluating corporate strategy, M&A dynamics and corporate financial policies, all through a shareholder lens.
We'll trust you to:
* Develop client presentations on shareholder activism defense strategies and tactics
* Support strategic M&A with shareholder analytics and shareholder engagement advice
* Analyze Shareholder, Activism, and Equity Markets databases
* Evaluate trends in equity ownership and shareholder activism
* Participate in internal marketing initiatives and contribute to thought leadership efforts
* Leverage developing AI technology to facilitate analysis
* Take a leadership role in publishing topical memos for internal and external client use
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
* Motivation, creativity, maturity, and poise
* Strong quantitative background
* Strong analytical skills
* Excellent oral and written communication skills
* Strong attention to detail
* Demonstrated ability to multi-task
* Evidence of exemplary work ethic
* Desire to work and learn in a demanding environment of capital markets generalists
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.