Investment Banking Analyst - Shareholder Engagement & Activism Advisory (SEAA) jobs in United States
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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
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H1B Sponsor Likelynote

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

M&ACapital marketsFinancial modelingValuationCorporate strategyFinancial databasesCommunication skillsCollaborative mindsetProblem-solving skillsAttention to detail

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

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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 Stage
Total Funding
unknown
2012-11-12Acquired

Leadership Team

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Shekhar Asnani
Vice President Investment Banking
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Cameron Lester
Managing Director, Global Co-head of Tech Investment Banking
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Company data provided by crunchbase