2028 Investment Banking Summer Analyst Program – New York, Private Fund Advisory Group

About the role

The 2028 Jefferies Investment Banking Summer Analyst Program places interns in the New York Private Fund Advisory Group. Interns support private fund fundraising mandates through analysis, marketing materials, investor diligence, and process coordination while working with senior bankers, receiving training, mentorship, performance reviews, and exposure to active client assignments.

Responsibilities

• Advise private equity and similar clients on fundraising strategy, structuring, timing, investor targeting, and offering terms.
• Prepare fundraising offering materials, marketing content, slide presentations, and related financial analyses.
• Plan and administer investor due diligence, including drafting responses and managing online data rooms.
• Track fundraising processes by communicating with senior advisory and distribution team members globally.
• Complete economic, industry, competitive, fund, investment manager, and market analysis supporting fundraising processes.

Program Experience

• Participate in the broader Jefferies Investment Banking Summer Intern Program and work closely with senior bankers.
• Gain exposure to investment banking products, industry expertise, active deal teams, and client-focused assignments.
• Engage with senior leaders and industry experts through educational, networking, and social events.
• Receive formal performance reviews and support from colleagues serving as instructors and mentors.

Private Fund Advisory Group

• PFA is a placement agent and alternative investment adviser specializing in private fund capital raising and direct financings.
• The group advises across private equity, growth equity, distressed debt, infrastructure, energy, emerging markets, and other strategies.
• Professionals support competitive analysis, marketing materials, fundraising strategy, investor outreach, co-investments, and fund closings.