About Jefferies
Jefferies is a leading global, full-service investment banking and capital markets firm with deep industry expertise, strong execution capabilities, and a client-focused culture. Our Financial Institutions Group (FIG) advises a broad range of financial services companies on strategic and capital markets transactions across banking, insurance, asset management, specialty finance, and fintech sectors.
Our Specialty Finance team advises market-leading public and private companies across consumer finance, asset-based lending, equipment finance, leasing, commercial finance, payments, and other specialty lending sectors.
Position Overview
Jefferies is seeking an experienced Associate or Vice President to join its Specialty Finance Investment Banking team in New York. The successful candidate will play a key role in the execution of M&A, capital raising, and strategic advisory assignments while working closely with senior bankers and clients across the specialty finance ecosystem.
Key Responsibilities
- Execute and manage M&A, equity, debt, and strategic advisory transactions for specialty finance clients.
- Develop, review, and maintain complex financial models, including operating models, valuation analyses, merger models, accretion/dilution analyses, and LBO analyses.
- Prepare and oversee the development of client presentations, board materials, offering memoranda, marketing materials, and other transaction-related documentation.
- Conduct industry, company, and market research to support transaction execution and business development initiatives.
- Manage due diligence processes and coordinate with clients, legal counsel, accountants, lenders, investors, and other external advisors.
- Serve as a key point of contact on transaction workstreams and collaborate closely with senior bankers, clients, and internal product partners.
- Participate in client meetings and contribute to strategic discussions across a variety of advisory and financing assignments.
- Assist with business development efforts, including pitch preparation, market updates, and relationship management activities.
- Mentor and develop junior team members while ensuring the quality, accuracy, and timeliness of deliverables.
- Contribute to a collaborative team environment while balancing multiple priorities in a fast-paced setting.
Qualifications
- 5+ years of relevant investment banking experience, with preference for candidates from FIG, specialty finance, financial services, or related sectors.
- Strong transaction execution experience across M&A, capital raising, and strategic advisory engagements.
- Advanced financial modeling, valuation, analytical, and accounting skills.
- Demonstrated ability to manage multiple workstreams and consistently deliver high-quality work under tight deadlines.
- Strong understanding of financial institutions, credit-oriented business models, and specialty finance sectors.
- Excellent written, verbal, presentation, and interpersonal communication skills.
- Ability to work effectively with senior bankers, clients, and cross-functional teams.
- Proven leadership capabilities and a track record of mentoring junior professionals and managing transaction teams.
- Commercial mindset with strong problem-solving skills, attention to detail, and sound judgment.
- Bachelor's degree with a strong academic record; MBA or other advanced degree is a plus but not required.
- Title (Associate or Vice President) will be determined based on experience, transaction execution capabilities, leadership qualities, and client management experience.
