Investment Banking Associate | M&A Transaction Strategy Group

1 month ago

New York NY United States Jefferies Full time

About the Firm:

Jefferies, the global investment banking firm, has served companies and investors for over 60 years. Headquartered in New York, with offices in over 30 cities around the world, the firm provides clients with capital markets and financial advisory services, institutional brokerage and securities research, as well as wealth and asset management. The firm provides a full range of investment banking services including underwriting, mergers and acquisitions, restructuring and recapitalization, and other advisory services across the Americas, Europe and Asia. Jefferies is a wholly-owned subsidiary of Jefferies Financial Group (NYSE: JEF), a diversified holding company.

Group Description:

Jefferies’ newly formed Transaction Strategy & Corporate Finance Solutions Group, a part of the wider M&A team in New York, advises Boards and Senior Executives in a wide array of creative M&A and strategic solutions.

The role:

The Transaction Strategy & Corporate Finance Solutions Group just opened a new search for an Associate to join their team in New York.

Responsibilities:

You will support the Transaction Strategy & Corporate finance solutions practice within our wider M&A Team. In this role you will collaborate with industry coverage and banking product partners to advise Boards and senior executives in the areas of greatest strategic importance to them. The Associate will be intimately involved in developing existing & new financial Models, intellectual property and knowledge assets, applying advanced valuation and total shareholder return (TSR) concepts to M&A, portfolio strategy and capital allocation advisory assignments.


Desired Skills/Characteristics:

  • Passionate and knowledgeable about Mergers & Acquisitions, Capital Markets, Valuation, Financial Modelling, Corporate Strategy, and understand how to evaluate Investments/Transactions
  • Strong in Excel and Financial modelling is a must (strong statistics knowledge preferred)
  • Intellectually curious and creative mindset is a must, open for new things and able to propose innovative ideas
  • Experience with financial databases like S&P Capital IQ, Refinitiv, Factset
  • Understand Accounting / Valuation Ratios, analyses Financial Statements and interpret Annual / Analyst reports & investor presentations
  • Apply topic expertise when contributing to building and deploying a product/tool/data, taking different client contexts into account
  • Working collaboratively and effectively in a group dynamic often virtual, proficient in agile ways of working
  • Communicating with senior stakeholders and clients, being credible and proactive
  • Working creatively and analytically in a fast-paced, demanding, and problem-solving environment
  • Ability to navigate complexity and ambiguity
  • Strong presentation abilities and ability to interact with internal and external stakeholders while working in a fast-paced global collaborative team environment

Qualifications:

  • Bachelor’s or Master’s degree in Mathematics, Statistics, Finance, Accounting or similar with a demonstrated record of high academic achievement
  • Chartered Financial Analyst (CFA) is viewed favorably
  • Relevant work experience in Banking, Transaction Advisory/ Valuation / M&A / Consulting / Corporate Finance Financial Modelling teams preferred
  • Solid knowledge and analytical skills in Corporate Finance and Financial Modelling and ability to understand and interpret 3 statement financials (Income Statement, Balance Sheet, and Cash Flow)
  • Strong work ethic and client service mentality
  • Effective written communication using Microsoft Outlook and PowerPoint
  • Strong verbal communication and presentation skills in client meetings
  • Ability to work in a fast-paced environment and handle ambiguity
  • Ability to manage multiple parallel tasks and act independently with limited guidance
  • Strong interpersonal skills, collaborative, team player



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 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.


Jefferies is an equal employment opportunity employer. We practice equal opportunity for all, and all qualified applicants will receive consideration for employment without regard to race, creed, color, national origin, ancestry, religion, gender, pregnancy, age, physical or mental disability, marital status, sexual orientation, gender identity or expression, veteran or military status, genetic information, reproductive health decisions, or any other factor protected by 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 accommodations to individuals with qualified disabilities, as appropriate, under applicable law.


The salary offered will take into consideration an individual’s experience level and qualifications. In addition to salary, Jefferies offers, for eligible employees, an annual discretionary incentive and retention bonus, competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Jefferies also offers paid time off packages that include planned time off (vacation), unplanned time off (sick leave), and paid holidays and paid parental leave.


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

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