Investment Banking Analyst - Strategic Finance and Shareholder Engagement & Activism Advisory

Job Description

Shareholder Engagement & Activism Advisory (SEAA) and Strategic Finance Group (SFG)

About the Groups:

Shareholder Engagement & Activism Advisory (SEAA):

SEAA advises public companies, Boards of Directors, and senior executives on activism preparedness and response strategies, shareholder engagement, governance matters, and complicated M&A situations. The team provides strategic insights and analysis needed to support the critical advice it provides to clients as they navigate complex shareholder dynamics and seek to drive long-term value creation.

Strategic Finance Group (SFG)

SFG partners with Boards of Directors, and senior executive teams on high-impact strategic decisions, including valuation analysis, strategic alternatives reviews, portfolio optimization, corporate transformations, capital deployment, M&A capital markets, and capital structure design. Known for its analytical rigor and proprietary frameworks, SFG helps clients unlock sustainable shareholder value.

The Role

Jefferies is seeking a driven and intellectually curious Analyst to join our growing M&A Advisory platform in New York, supporting both the Shareholder Engagement & Activism Advisory and Strategic Finance Groups. The scope of work will be multi-disciplinary, extending across M&A, capital markets and legal areas of expertise, and well as typical investment banking core competencies such as financial modeling and data analysis. This role offers a rare opportunity to work directly with senior leaders and subject matter experts on high-impact, board-level strategic and financial advisory engagements.

As an Analyst, you will collaborate across industry coverage and product teams to deliver strategic advice to corporate clients. You will play a key role in developing shareholder defense materials, building complex financial models, and creating intellectual capital that supports governance, M&A, and corporate finance engagements.

Key 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

Skills & Attributes

• 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

Qualifications

• Bachelor's degree in Finance, Economics, Accounting, Mathematics, or related field with strong academic performance
• Must have one plus year of investment banking experience
• 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

The salary range for this role is $110,00- $125,000

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About Us

Jefferies is a leading global, full-service investment banking and capital markets firm that provides advisory, sales and trading, research, and wealth and asset management services. With more than 40 offices around the world, we offer insights and expertise to investors, companies, and governments.


At Jefferies, we are committed to building a culture that provides opportunities for all employees regardless of our differences and supports a workforce that is reflective of the communities where we work and live. As a result, we are able to pool our collective insights and intelligence to provide fresh and innovative thinking for our clients.


Jefferies is committed to creating and sustaining a workforce that welcomes individuals from all backgrounds to apply. Our employment decisions are made without regard to race, creed, color, national origin, ancestry, religion, pregnancy, age, medical condition, physical or mental disability, marital status, domestic partner status, sex, sexual orientation, gender, gender identity or expression, veteran or military status, genetic information, reproductive health decisions, or any other factor protected by applicable law. We are committed to hiring the most qualified applicants and complying with all federal, state, and local equal employment opportunity laws. As part of this commitment, Jefferies will extend reasonable accommodation to individuals with disabilities, as required by applicable law.

The salary offered will take into consideration an individual's experience level and qualifications. In addition to salary, Jefferies Financial Group is proud to offer a comprehensive benefits package to eligible, full-time employees or part-time employees, who are scheduled to work at least 30 hours or more per week, including an annual discretionary incentive and retention bonus, competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Jefferies also offers paid time off packages that include planned time off (e.g., vacation), unplanned time off (e.g., sick leave), and paid holidays, and for full-time employees, paid parental leave.