UK IB - Associate Investment Funds / Companies

Jefferies
London
Workplace: OnsiteFull timeFunction: Capital Markets, Trading & QuantEducation: bachelorsSkills: ["Analytical skills","Financial modelling skills","Client communication","Collaboration","Attention to execution quality"]

Execute investment banking transactions for Investment Companies and Funds, supporting M&A, strategic advisory, equity capital markets, fundraising, and financing initiatives. Build and maintain complex financial models and perform valuation (DCF, comps, precedents, NAV, SOTP) to support client work. Conduct sector and company research, draft client materials and documentation, coordinate due diligence workstreams, and help support business development with senior bankers in London.

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Jefferies
Jefferies
1 month ago

UK IB - Associate Investment Funds / Companies

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Last checked: 9 hours agoStatus: Live

Job Summary

Execute investment banking transactions for Investment Companies and Funds, supporting M&A, strategic advisory, equity capital markets, fundraising, and financing initiatives. Build and maintain complex financial models and perform valuation (DCF, comps, precedents, NAV, SOTP) to support client work. Conduct sector and company research, draft client materials and documentation, coordinate due diligence workstreams, and help support business development with senior bankers in London.
Location: London
Workplace: Onsite
Employment Type: Full time
Job Function: Capital Markets, Trading & Quant
Seniority: Mid level

Key Responsibilities

  • •Support execution of M&A, strategic advisory, equity capital markets, and fundraising transactions.
  • •Coordinate due diligence processes and manage transaction workstreams.
  • •Prepare detailed financial models, valuation analyses, and transaction materials.
  • •Conduct market, industry, and company research to support client engagements.
  • •Assist in drafting offering memoranda, client presentations, board materials, and transaction documentation while liaising with clients and advisers.

Key Requirements

  • •Bachelor's degree or equivalent academic achievement.
  • •3–6 years of relevant experience in investment banking, corporate finance, transaction advisory, equity research, or related financial services.
  • •Strong understanding of M&A, equity capital markets, and valuation methodologies.
  • •Experience working with financial institutions, asset managers, investment companies, REITs, infrastructure funds, or alternative investment platforms.
  • •Demonstrated transaction execution experience with strong financial modelling/analytical skills, including advanced Excel and PowerPoint capabilities.
Experience:Investment bankingCorporate financeTransaction advisoryEquity researchAlternative investments
Education:Bachelor's
Skills:Analytical skillsFinancial modelling skillsClient communicationCollaborationAttention to execution quality
Tech Stack: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