Analyst - Investment Banking - Financial Sponsors Group

  • Competitive
  • New York, NY, USA
  • Permanent, Full time
  • Jefferies
  • 21 Apr 19

Analyst - Investment Banking - Financial Sponsors Group

ABOUT JEFFERIES: Jefferies is the world's only independent full-service global investment banking firm focused on serving clients for over 55 years. Headquartered in New York, with offices in 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 offers research and execution services in equity, fixed income and foreign exchange markets, and a full range of investment banking services including underwriting, mergers and acquisitions, restructuring and recapitalization, and other advisory services. Jefferies offers employees the unique opportunity to gain insight into a global, client-focused investment bank and experience an entrepreneurial environment where employees have the opportunity to make an immediate impact and are rewarded for performance.

GROUP DESCRIPTION: Jefferies' Financial Sponsors Group ("FSG") offers global coverage of 500+ private equity funds and alternative investment firms. The group is led by a team of 11 senior bankers in New York, Los Angeles, San Francisco, and London with extended coverage in Europe and Asia. The Financial Sponsors Group utilizes its ability to partner across industry and product groups to deliver the firm's resources in leveraged finance, M&A/advisory and equity.

In 2018 alone, Jefferies completed over 270 transactions with over 155 financial sponsors. Jefferies has raised over $136 billion in debt and equity for financial sponsor portfolio companies in 2018 (including 164 leveraged finance transactions and equity financings) and committed capital to over 85 debt financings, including 25 financings greater than $1 billion.

To complement Jefferies' Financial Sponsors Group, Jefferies has launched a new middle market initiative called Jefferies Growth. Jefferies Growth is a focused effort to provide advisory services and financing to growing middle market companies (M&A transactions up to $300 million, companies with $10 - 60 million of EBITDA).

POSITION: The Financial Sponsors Group is actively looking for an experienced Analyst in our New York City office. The role will require extensive interaction with all senior members of the FSG team, all Jefferies investment banking teams, and external private equity clients. As an Analyst on the FSG team, you will gain exposure to all facets of investment banking, across all industry groups and products.

PRIMARY RESPONSIBILITIES: Responsibilities include, but are not limited to, the following:

  • Work with senior bankers to identify and create revenue opportunities, track trends in the marketplace and provide coverage officers with real-time information and updates to share with private equity clients
  • Maintain and implement proprietary databases used to track sponsor portfolio companies, investment opportunities and fundraising progress for Jefferies' core financial sponsor clients
  • Work closely with product and industry groups to actively monitor and track Jefferies and competitor activity
  • Provide strategic, tailored financial buyers lists for M&A pitches / bake-offs and mandates
  • Prepare materials and attend sponsor business opportunity meetings and pitches with coverage officers, and provide follow-up client requests
  • Prepare FSG marketing materials and maintain internal databases
  • Work as deal team analyst to prepare and deliver client presentations on select leveraged finance and M&A transactions. Duties include drafting offering memoranda, confidential information memoranda, management presentations, lender presentations, prospectuses, and other live deal team materials.

  • 1+ years of investment banking, consulting or relevant experience in the financial services industry
  • Strong technical, written and verbal communication skills
  • Proven ability to multitask and manage a variety of projects and transactions simultaneously
  • Resourceful self-starter, able to work autonomously and as a team player
  • Demonstrate professionalism and client management skills