Investment Banking Vice President - Mergers & Acquisitions

Job Description

Jefferies - Investment Banking Vice President (FIG - M&A)

Location: New York, NY
Group: Mergers & Acquisitions (M&A)
Level: Vice President

Position Overview

Jefferies is seeking an experienced Vice President to join its Mergers & Acquisitions (M&A) with a focus on Financial Institutions Group (FIG). The Vice President will play a critical role in the execution of complex transactions across market structure, fintech, asset management, specialty finance, banks and insurance sectors.

This position offers significant client exposure and leadership responsibility, working closely with senior bankers to originate and execute strategic advisory mandates.

Key Responsibilities

Transaction Execution

• Lead day-to-day execution of M&A transactions, including sell-side, buy-side, and strategic advisory assignments
• Oversee financial analysis, valuation modeling, and transaction structuring
• Prepare and review client deliverables (pitchbooks, CIMs, management presentations, fairness opinions)
• Manage diligence processes and coordinate with legal, accounting, and client teams
• Drive deal timelines and ensure high-quality deliverables under tight deadlines

Client Coverage & Relationship Management

• Support senior bankers in cultivating and maintaining relationships with financial institution clients
• Participate in client meetings, board presentations, and negotiations
• Contribute to idea generation and strategic advisory discussions

Team Leadership

• Supervise and mentor Associates and Analysts
• Review financial models and presentations for accuracy and quality
• Allocate workstreams efficiently and provide developmental feedback

Origination & Business Development

• Assist in identifying new business opportunities within FIG sectors
• Contribute to pitch development
• Maintain awareness of market trends, regulatory changes, and competitive landscape in financial services

Qualifications

Required

• 4-8+ years of investment banking experience, with relevant FIG exposure
• Strong track record of executing M&A transactions (sell-side and/or buy-side)
• Expertise in financial modeling, valuation techniques, and transaction processes
• Understanding of financial institutions
• Demonstrated leadership and team management experience
• Excellent communication and client-facing skills

Preferred

• Prior experience at a global investment bank or FIG-focused advisory platform
• MBA or equivalent advanced degree (optional but often valued)

Salary: $275,00


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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.