Investment Banking Analyst - FIG, Banks
At a glance
Mid-level Investment & Corporate Development role at Jefferies. New York · full-time · $110,000–$125,000 base.
financeroles summary, based on the employer's posting.
What you'll do
- Develop merger, accretion and dilution, valuation, and regulatory capital analyses for transactions
- Evaluate banks through measures such as book value, interest margins, deposit expense, loan quality, liquidity, and capital ratios
- Prepare pitch books, board materials, management presentations, and other documents for clients
- Research companies, sectors, markets, and deals; help organize diligence, data rooms, and transaction logistics
- Work with senior bankers and M&A and capital markets colleagues across several assignments, keeping your work accurate
What you bring
- A bachelor's degree and about one to three years of relevant experience
- Strong financial modeling, accounting, valuation, and analytical skills
- Advanced proficiency with Microsoft Excel and PowerPoint
Who this fits
This is an analyst role in New York for someone with early-career experience who can handle concurrent work carefully in a team setting. Prior investment banking or financial institutions experience is preferred, as is familiarity with bank statements, regulatory capital, and financial institutions valuation. Series 79 and Series 63 licenses are preferred, or may be earned after joining.
From the employer
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