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About the Role
The Investment Banking Associate will play a key role in originating and executing advisory and financing transactions. The Associate will manage analytical and transaction workstreams, coordinate internal and external stakeholders, and oversee the work and development of Analysts.
Responsibilities
- Lead the preparation and review of financial models, valuation analyses, and client presentations.
- Manage transaction workstreams involving M&A, capital raising, and balance sheet advisory assignments.
- Analyze loan and deposit trends, net interest margin, asset quality, liquidity, capital ratios, and profitability.
- Coordinate due diligence, data room activity, internal approvals, and communications with external advisers.
- Serve as a primary point of coordination among senior bankers, clients, Analysts, and product partners.
- Support client meetings, transaction idea generation, and relationship development.
- Review Analysts’ work and provide training, mentorship, and feedback.
- Manage multiple assignments and deadlines in a fast-paced environment.
Requirements
- Bachelor’s degree and approximately three to six years of relevant experience.
- Prior investment banking Associate experience or completion of an Analyst program strongly preferred.
- Banks, depositories, financial institutions, or broader financial services experience preferred.
- Advanced financial modeling, valuation, accounting, and transaction-execution skills.
- Strong understanding of bank financial statements, regulatory capital, deposit economics, liquidity, and credit quality.
- Demonstrated project-management and team-leadership abilities.
- Excellent written, verbal, and presentation skills.
- Advanced proficiency in Microsoft Excel and PowerPoint.
- Series 79 and Series 63 licenses preferred or obtained after joining.
Skills
- Financial modeling
- Valuation
- Accounting
- Transaction execution
- Microsoft Excel
- Microsoft PowerPoint
Location
- New York
Work Type
- Full-time
Experience Level
- Associate
Education Level
- Bachelor's degree
Salary/Compensations
- $150,000 - $200,000
Benefits
- Annual discretionary incentive and retention bonus
- Medical coverage
- Dental coverage
- Vision coverage
- 401(k)
- Life insurance
- Accident insurance
- Disability insurance
- Wellness programs
- Paid time off
- Planned time off (vacation)
- Unplanned time off (sick leave)
- Paid holidays
- Paid parental leave
About the Company
- Jefferies is a leading global, full-service investment banking 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.
Equal Opportunity
- 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.