Investment Banking Associate - FIG, Banks

Jefferies
New York
Workplace: OnsiteFull timeUSD 150,000 - 200,000 annuallyFunction: Banking, Lending & CreditExperience: 3-6 yearsEducation: bachelorsSkills: ["Project management","Team leadership","Mentorship","Communication","Presentation"]

Support the Banks & Depositories team within FIG in originating and executing advisory and financing transactions for financial institutions. Prepare and review financial models, valuation analyses, and client presentations; manage transaction workstreams across M&A, capital raising, and balance sheet advisory. Analyze key bank metrics, coordinate due diligence and data room activity, and serve as a coordination point among senior bankers, clients, Analysts, and partners while reviewing and developing Analysts’ work.

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FursaFursa
Jefferies
Jefferies
3 days ago

Investment Banking Associate - FIG, Banks

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Last checked: 12 hours agoStatus: Live

Job Summary

Support the Banks & Depositories team within FIG in originating and executing advisory and financing transactions for financial institutions. Prepare and review financial models, valuation analyses, and client presentations; manage transaction workstreams across M&A, capital raising, and balance sheet advisory. Analyze key bank metrics, coordinate due diligence and data room activity, and serve as a coordination point among senior bankers, clients, Analysts, and partners while reviewing and developing Analysts’ work.
Location: New York
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Mid level

Key Responsibilities

  • •Lead the preparation and review of financial models, valuation analyses, and client presentations.
  • •Manage transaction workstreams involving M&A, capital raising, and balance sheet advisory assignments.
  • •Analyze loan and deposit trends, net interest margin, asset quality, liquidity, capital ratios, and profitability.
  • •Coordinate due diligence, data room activity, internal approvals, and communications with external advisers.
  • •Review Analysts’ work and provide training, mentorship, and feedback while managing multiple assignments and deadlines.

Pay and Benefits

Salary: USD 150,000 - 200,000 annually
Perks:Health InsuranceDentalVision401kPaid Leave

Key Requirements

  • •Bachelor’s degree with approximately three to six years of relevant experience.
  • •Prior investment banking Associate experience or completion of an Analyst program strongly preferred.
  • •Advanced financial modeling, valuation, accounting, and transaction-execution skills.
  • •Strong understanding of bank financial statements, regulatory capital, deposit economics, liquidity, and credit quality.
  • •Demonstrated project-management and team-leadership abilities with excellent written, verbal, and presentation skills.
Experience:3-6 yearsInvestment bankingFinancial servicesFinancial institutions
Education:Bachelor's
Skills:Project managementTeam leadershipMentorshipCommunicationPresentation
Certifications:Series 79Series 63
Tech Stack:Microsoft ExcelPowerPoint

Company Brief

Jefferies
Global investment banking and capital markets firm providing advisory, underwriting, trading, research, and asset management services to corporations, governments, and institutional investors.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: New York, United States
Founded: 1962
WebsiteLinkedIn