Job Description

Investment Banking Analyst | FIG (Banks & Depositories)

Group Overview

The Banks & Depositories team is a sub-vertical within Jefferies' broader Financial Institutions Group (FIG) coverage team in New York. The team advises banks, thrifts, specialty depository institutions, mortgage and bank fintech companies and other financial services companies on mergers and acquisitions, capital raising, balance sheet strategy, and other corporate finance matters.

About the Role

The Investment Banking Analyst will support the origination and execution of advisory and capital markets transactions. The Analyst will conduct financial analysis, prepare client materials, perform industry research, and assist with transaction execution.

Responsibilities

• Build merger, accretion and dilution, valuation, and regulatory capital analyses.
• Analyze metrics including tangible book value, net interest margin, deposit costs, credit quality, liquidity, and capital ratios.
• Prepare pitch books, board materials, management presentations, and other client deliverables.
• Conduct company, industry, market, and transaction research.
• Support due diligence, data room management, and transaction coordination.
• Collaborate with senior bankers and product partners across M&A and capital markets.
• Manage multiple assignments while maintaining accuracy and attention to detail

Qualifications

• Bachelor's degree and approximately one to three years of relevant experience.
• Prior investment banking or financial institutions experience preferred.
• Strong financial modeling, accounting, valuation, and analytical skills.
• Familiarity with bank financial statements, regulatory capital, and financial institutions valuation preferred.
• Advanced proficiency in Microsoft Excel and PowerPoint.
• Strong communication, organizational, and interpersonal skills.
• Ability to perform effectively in a fast-paced, team-oriented environment.
• Series 79 and Series 63 licenses preferred or obtained after joining.

Salary Range: $110,000 - $125,000

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About Us

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.

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.

The salary offered will take into consideration an individual's experience level and qualifications. In addition to salary, Jefferies Financial Group is proud to offer a comprehensive benefits package to eligible, full-time employees or part-time employees, who are scheduled to work at least 30 hours or more per week, including 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 (e.g., vacation), unplanned time off (e.g., sick leave), and paid holidays, and for full-time employees, paid parental leave.