2028 Investment Banking Summer Analyst Program – New York, Financial Institutions Group

About the role

This ten-week Investment Banking Summer Analyst internship places candidates on Jefferies’ Financial Institutions Group, supporting advisory, M&A, equity and debt transactions for financial-services clients. Analysts perform company and market analysis, prepare client materials, participate in diligence, and work closely with senior bankers on live deals.

Responsibilities

• Support and help lead M&A and advisory transactions, plus equity and debt financing execution.
• Prepare and deliver client presentations, including management, lender and prospectus materials.
• Analyze business plans and value companies using a variety of methodologies.
• Draft offering memoranda, confidential information memoranda and other transaction documents.
• Participate in due diligence and drafting sessions, and prepare internal deal memoranda.
• Manage multiple projects while collaborating with professionals across the firm and participating in client meetings.

Program Experience

• Complete an orientation and training program before beginning day-to-day responsibilities.
• Receive ongoing instruction and mentoring from colleagues throughout the engagement.
• Attend social and educational events supporting professional development and networking.
• Receive formal performance reviews during the program.
• Work closely with senior bankers on pitches and live transactions in a lean deal-team structure.

Financial Institutions Group

• Support private and public clients within the depository vertical.
• The group serves broker-dealers, exchanges, financial technology, insurance, specialty finance and depository institutions.
• Collaborate with Managing Directors, Senior Vice Presidents, Associates and Analysts across the firm.

Candidate Requirements

• Complete the junior year of a four-year bachelor’s degree or equivalent program.
• Graduate between December 2028 and June 2029.
• Demonstrate strong academic performance, professionalism and client-management skills.
• Communicate effectively through strong technical, written and verbal communication skills.
• Manage multiple projects, work under pressure and meet tight deadlines.
• Work independently and collaboratively with adaptability, integrity and a commitment to excellence.