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JefferiesCharlotte, NCGraduate
2027 Investment Banking Summer Associate Program – Charlotte, Consumer & Retail Group
Jefferies offers a 10-week Summer Associate program in Investment Banking focused on Consumer & Retail in Charlotte. Participants gain hands-on experience in financial modeling, valuation, and deal execution while working closely with senior bankers.
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Program Structure
- 10-week Summer Associate program in Investment Banking at Jefferies, Charlotte office.
- Focus on Consumer & Retail sector covering over 180 companies.
- Includes orientation, training, and ongoing mentorship throughout the program.
- Opportunities to work on live deals and pitch materials with senior bankers.
- Social and educational events to enhance professional development and networking.
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Responsibilities
- Perform financial valuation including DCF and comparable company analyses.
- Build and utilize financial models for various transactions.
- Prepare pitch books and live deal materials like offering memorandums.
- Conduct industry and product research relevant to client needs.
- Analyze detailed corporate and financial information.
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Candidate Requirements
- Currently completing first year of a two-year MBA or equivalent degree.
- Graduation expected between December 2027 and June 2028.
- Strong academic background; finance or accounting helpful but not required.
- Ability to multitask and manage multiple projects simultaneously.
- Strong technical, written, and verbal communication skills.
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Consumer & Retail Group Focus
- Team of approximately 30 professionals covering 180+ companies.
- Sector focus includes apparel, beverages, consumer products, retail, restaurants.
- Completed over 225 transactions valued at $120 billion since 2012.
- Recent deals include Dave & Busters, Planet Fitness, Shake Shack.
- Strong presence in advisory, debt, and equity capital markets.