Jefferies · 6 days ago
Investment Banking Analyst - Shareholder Engagement & Activism Advisory (SEAA)
Jefferies is a leading investment bank seeking a driven and intellectually curious Analyst to join their M&A Advisory platform in New York. The role involves supporting the Shareholder Engagement & Activism Advisory and Strategic Finance Groups by developing financial models, conducting analyses, and collaborating with senior leaders on strategic advisory engagements.
BankingFinancial ServicesWealth Management
Responsibilities
Support SEAA and SFG teams in live engagements and business development initiatives
Build and maintain complex financial models and valuation analyses
Perform shareholder register assessments and analysis of investor portfolios
Evaluation of activist shareholder past performance and provide insights into potential tactics and strategies
Develop shareholder engagement and activism defense materials
Conduct strategic alternatives reviews and capital structure assessments
Analyze corporate governance frameworks, bylaws, board structures, and takeover defenses
Contribute to proprietary tools, databases, and knowledge assets
Collaborate with senior bankers and cross-functional teams in a fast-paced environment
Prepare client presentations and participate in internal and external meetings
Qualification
Required
Bachelor's degree in Finance, Economics, Accounting, Mathematics, or related field with strong academic performance
Must have one plus year of investment banking experience
Strong foundation in M&A, capital markets, valuation, and corporate strategy
Advanced proficiency in Excel (including data analysis) and PowerPoint; strong financial modeling skills required
Experience with financial databases (e.g., DealPointData, Bloomberg, Capital IQ, Refinitiv, FactSet, Diligent, ISS)
Ability to interpret financial statements, investor presentations, and governance documents
Excellent written and verbal communication skills; confident presenting to senior stakeholders
Collaborative mindset with the ability to thrive in team-based environments
Creative problem-solving skills and comfort with ambiguity
High attention to detail and ability to manage multiple priorities
Preferred
Prior internship or work experience in investment banking, consulting, law, or corporate finance preferred
Demonstrated interest in corporate finance, shareholder activism, governance, and M&A advisory
Company
Jefferies
Jefferies provides research and execution services in equity, fixed income, and foreign exchange markets.
H1B Sponsorship
Jefferies has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (147)
2024 (122)
2023 (83)
2022 (183)
2021 (169)
2020 (60)
Funding
Current Stage
Late StageTotal Funding
unknown2012-11-12Acquired
Leadership Team
Recent News
2026-01-21
2026-01-18
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