2026 IB Summer Analyst | Financial Institutions | New York

Job description  

Jefferies LLC, 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 management. The firm provides research and execution services in equity, fixed income, foreign exchange, futures and commodities markets, and a full range of investment banking services including underwriting, mergers and acquisitions, restructuring and recapitalization, and other advisory services, with all businesses operating in the Americas, Europe and Asia.

GROUP DESCRIPTION:

Jefferies' Financial Institutions Group (“FIG”) offers a full range of investment banking services to the financial services industry. Our diverse client base covers a broad spectrum of companies, including those in sectors such as Broker-Dealers, Exchanges, Financial Technology, Insurance, Specialty Finance and Depository Institutions.

POSITION:

The Financial Institutions Group is actively looking for Summer Analysts in our New York office.

PRIMARY RESPONSIBILITIES:

As a Summer Analyst on the FIG team you will rapidly assume significant responsibilities related to pitching as well as executing advisory and capital markets transactions for a broad group of private and public clients within the depository vertical.                        

These responsibilities will include the following:

• Assisting and leading the execution of M&A and advisory transactions, as well as equity and debt financings
• Preparing and delivering client presentations
• Analyzing business plans and valuing companies using a variety of methodologies
• Drafting offering memoranda, confidential information memoranda, management presentations, lender presentations, and prospectuses
• Participating in due diligence and drafting sessions
• Preparing and managing the delivery of internal deal memos

These responsibilities afford direct and active interaction with clients where Analysts are encouraged to attend and participate in client meetings. You will work on several projects simultaneously with teams of professionals, both within the group and across the firm, including Managing Directors, Senior Vice Presidents, Associates and Analysts, collaborating to develop and implement solutions to meet client needs.

REQUIRED BACKGROUND:

You should have a strong academic background and be completing the junior year of a four-year Bachelor's degree or equivalent program. Although a background in accounting or finance can be helpful, we hire Analysts who have studied a variety of subject areas.

Strong technical, written and verbal communication skills

Ability to manage a variety of transactions and projects simultaneously

Resourceful self-starter, able to work autonomously and as team player

It is Jefferies’ policy that all employees and visitors be fully vaccinated against COVID-19 in order to enter any Jefferies office or participate in any Jefferies or client event in person.  Should an offer of employment be made, your acceptance of that offer means that you will comply with this policy.  

*Must graduate December 2026-June 2027*

Diversity, Equal Employment Opportunity, Reasonable Accommodations

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, national origin, 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 for this role is $110,000 (pro-rated for the 10-week internship program).