2027 Investment Banking Analyst - New York, Financial Institutions Group

About the role

Join Jefferies as a 2027 Investment Banking Analyst in New York's Financial Institutions Group. Work closely with senior bankers on live deals, performing financial analysis, modeling, and client-focused tasks in a fast-paced environment.

Role Responsibilities

• Perform financial valuation including discounted cash flow and multiples-based analyses.
• Build and use financial models for various transactions.
• Prepare pitch books and live deal materials like offering memorandums.
• Conduct industry and product research relevant to financial institutions.
• Analyze detailed corporate and financial information.
• Participate in execution of financings and M&A transactions.

Candidate Requirements

• Strong academic background with a four-year Bachelor's degree or equivalent.
• Eagerness to perform hands-on work and participate in active deal teams.
• Ability to multitask and manage multiple projects simultaneously.
• Professionalism and client management skills.
• Strong technical, written, and verbal communication skills.
• Ability to work under pressure, meet tight deadlines, and adapt independently or in teams.

About the Team

• Financial Institutions Group serves clients in Broker-Dealers, Exchanges, FinTech, Insurance, Specialty Finance, and Depository Institutions.
• Lean deal team structure allows close collaboration with senior bankers.
• Analysts expected to provide market insights and identify key industry trends.
• Team values creativity, excellence, collaboration, and integrity.