Jefferies · 17 hours ago
Investment Banking Analyst - Secondary Advisory
520 Madison Avenue, New York, NY, 10022, US
Full-time
Onsite
Entry Level
1+ years expJefferies is a leading global investment banking and capital markets firm, seeking an experienced Analyst to join its GP-Led Secondaries Advisory team in New York. The role involves executing GP-led transactions across private markets and requires collaboration with various teams to facilitate transaction execution and business development.
BankingFinancial ServicesWealth Management
Responsibilities
Assist in the creation of detailed transaction and pitch materials
Contribute to the development of financial models and valuation analyses for private equity-backed companies
Perform company- and fund-level due diligence, prepare information memoranda and other transaction-related documentation
Conduct secondary market research including identifying trends in the alternatives investment industry
Manage secondary investor outreach and due diligence (e.g., sponsor roadshows, management team meetings, plant and office visits)
Assist in preparing responses to due diligence requests from potential secondary investors
Communicate regularly with Jefferies’ industry, sector, and financial sponsor coverage team members
Track market data to assist with PCA’s communications with clients and industry coverage teams
Maintain a database of secondary investor profiles, investment strategies, and transaction feedback
Qualification
Required
Four-year Bachelor's degree, with a distinguished academic background
Minimum of 1 year of relevant professional experience (e.g., investment banking, valuation advisory, alternatives investment management, private equity consulting)
Analytical and quantitative problem-solving skills including academic / professional experience in financial modeling and valuation
High levels of maturity and ability to interface effectively with professionals at private equity firms, portfolio companies, and secondary investors
Willingness to work on a wide range of secondary transaction types across different segments of the private markets and industry verticals
Strong multi-tasking and organizational skills with consistent attention to detail
Profound dedication to the role (i.e., willingness to take ownership of client deliverables) and a team-first mentality
Strong judgment, critical thinking skills with resourcefulness and the ability to improvise effectively
Exceptional communication skills (verbal, written and illustrative) across various mediums (predominantly Microsoft Word, PowerPoint, and Excel)
Preferred
Private equity secondaries investment / advisory experience is seen as beneficial, but is not a requirement
Benefits
Annual discretionary incentive and retention bonus
Competitive employee benefits, including: medical, dental & vision coverage
401(k)
Life, accident, and disability insurance
Wellness programs
Paid time off packages that include planned time off (e.g., vacation)
Unplanned time off (e.g., sick leave)
Paid holidays
Paid parental leave
Company
Jefferies
Jefferies provides research and execution services in equity, fixed income, and foreign exchange markets.
5001-10000 employees
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
Cameron Lester
Managing Director, Global Co-head of Tech Investment Banking
David Windley
Managing Director
Recent News
2026-01-21
2026-01-18
Company data provided by crunchbase