Investment Banking Analyst | Private Capital Advisory

2 weeks ago

New York, United States Jefferies Full time

Jefferies Private Capital Advisory (“PCA”)

The PCA team advises leading financial sponsors and institutional investors on secondary market transactions. Our professionals work closely with private equity sponsors seeking to utilize the secondary market to generate liquidity through single- / multi-asset continuation fund transactions among other GP-led secondary transaction types. Additionally, the PCA team advises institutional investors such as sovereign wealth funds, pensions, endowments, foundations, and other large institutional investors in the private markets on the sale of portfolios of limited partnership interests in alternative asset funds.


PCA Notable Facts

  • 70+ dedicated secondary advisory professionals worldwide based in San Francisco, New York, Dallas, Chicago and London
  • Advised on $70B+ of transaction value across 10k+ PE funds, including dozens of GP-led and LP-led transactions for 100+ repeat clients


Description

  • Jefferies is seeking an experienced Analyst to join its PCA team in New York
  • The PCA team is focused on executing GP-led and LP-led secondary transactions across the private markets (e.g., private equity, private credit, infrastructure, and real estate).
  • GP-led secondary transaction mandates include single- and multi-asset continuation funds, tender offers, structured preferred equity solutions, and NAV loans, and various other financing solutions for sponsors and their portfolio companies. GP-led secondaries are an innovative and increasingly utilized liquidity solution for private equity firms and an important part of Jefferies full-service offering for leading financial sponsors.
  • LP-led secondary transaction mandates include portfolio, single fund and co-investment secondary sale advisory, buy-side advisory, fund valuation and analytics and fund- and portfolio-level financing
  • Candidates will join a highly collaborative and dynamic team that often works in tandem with Jefferies sector bankers, leveraged finance and sponsor coverage teams on its transactions. Jefferies PCA offers a unique opportunity to work on transactions with meaningful exposure to senior bankers across Jefferies as well as leading private equity GP and LP clients. The Analyst will play an integral role in transaction execution and new business development for ground-breaking secondaries advisory assignments.


Responsibilities

  • Interface with sector / product banking professionals and contribute to the development of financial models and valuation analyses
  • Perform company- and fund-level due diligence, prepare information memoranda and other transaction-related documentation
  • Conduct secondary market research including identifying trends in the alternatives investment industry
  • Manage secondary investor outreach and due diligence (e.g., sponsor roadshows, management team meetings, plant and office visits)
  • Assist in preparing responses to due diligence requests from potential secondary investors
  • Communicate regularly with Jefferies’ industry and financial sponsor coverage team members
  • Track market data to assist with PCA’s communications with clients and industry coverage teams
  • Maintain a database of secondary investor profiles, investment strategies, and transaction feedback


Qualifications / Credentials

  • Four-year Bachelor’s degree, with a distinguished academic background
  • Minimum of 1 year of relevant professional experience (e.g., investment banking, valuation advisory, alternatives investment management, private equity consulting)
  • Private equity secondaries investment / advisory experience is seen as beneficial, but is not a requirement
  • Analytical and quantitative problem-solving skills including academic / professional experience in financial modeling and valuation
  • High levels of maturity and ability to interface effectively with professionals at private equity firms, portfolio companies, and secondary investors
  • Willingness to work on a wide range of secondary transaction types across different segments of the private markets and industry verticals
  • Strong multi-tasking and organizational skills with consistent attention to detail
  • Profound dedication to the role (i.e., willingness to take ownership of client deliverables)
  • Strong judgment, critical thinking skills with resourcefulness and the ability to improvise effectively
  • Exceptional communication skills (verbal, written and illustrative) across various mediums (predominantly Microsoft Word, PowerPoint, and Excel)



At Jefferies, we believe that diversity fosters creativity, innovation and thought leadership through the infusion of new ideas and perspectives. We have made a commitment to building a culture that provides opportunities for all employees regardless of our differences, and supporting 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.


Jefferies is an equal employment opportunity workplace. We practice equal opportunity for all, regardless of race, religion, ancestry, color, gender, pregnancy, age, physical or mental disability or medical condition, national origin, marital, family and social status, sexual orientation, gender identity or expression, genetic information, religion, trade union membership or any other factor protected by law. We are committed to hiring the most qualified applicants and complying with all applicable federal, state, and local equal employment opportunity laws. In accordance with applicable law, we are dedicated to finding reasonable accommodations for candidates and employees’ religious practices and beliefs, as well as any mental health or physical disability needs. Please inform your recruiter should you require accommodations throughout your application process.


All employees must follow Jefferies’ COVID-19 protocol policy, which is subject to change.

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