At a Glance
- Tasks: Support M&A, advisory, and fundraising transactions in investment companies and funds.
- Company: Join Jefferies, a leading global investment banking firm with a diverse culture.
- Benefits: Competitive salary, professional development, and a dynamic work environment.
- Other info: Mentorship opportunities and collaboration across international teams.
- Why this job: Gain exposure to high-profile transactions and make an impact in a growing sector.
- Qualifications: 3-6 years in investment banking or related fields; strong financial modelling skills required.
The predicted salary is between 54000 - 66000 £ per year.
About Jefferies
Jefferies is a leading global, full-service investment banking and capital markets firm providing advisory, sales and trading, research, and asset management services. The UK Investment Banking team advises a broad range of corporate clients, financial sponsors, investment companies, listed funds, and alternative asset managers on strategic and financial transactions.
An opportunity has arisen for an Associate to join the UK Investment Banking team in London, with a particular focus on the Investment Companies and Funds sector. The role offers exposure to a wide range of advisory and capital markets transactions involving investment trusts, listed funds, asset managers, real estate investment trusts (REITs), infrastructure funds, private equity-backed platforms, and other alternative investment vehicles.
Role Overview
The Associate will play a key role in the execution of M&A, strategic advisory, equity capital markets, fundraising, and other financing transactions within the investment companies and funds landscape. Working closely with senior bankers, the successful candidate will be responsible for transaction execution, financial analysis, client materials, and supporting business development initiatives. This is an excellent opportunity for a highly motivated investment banking professional looking to work on high-profile transactions across a specialist and growing sector.
Key Responsibilities
- Transaction Execution
- Support the execution of M&A, strategic advisory, ECM, and fundraising transactions.
- Coordinate due diligence processes and manage transaction workstreams.
- Prepare detailed financial models, valuation analyses, and transaction materials.
- Conduct market, industry, and company research to support client engagements.
- Assist with drafting offering memoranda, management presentations, board materials, and transaction documentation.
- Liaise with clients, legal counsel, accountants, and other advisers throughout transaction processes.
- Financial Analysis & Valuation
- Build and maintain complex financial models.
- Perform valuation analyses including:
- Discounted Cash Flow (DCF)
- Comparable Company Analysis
- Precedent Transactions
- Net Asset Value (NAV) analysis
- Sum-of-the-Parts (SOTP) valuations
- Analyse fund structures, portfolio performance, capital allocation, and shareholder returns.
- Client Coverage & Origination
- Help drive corporate broking coverage including daily / weekly client updates etc.
- Support senior bankers in identifying and developing new business opportunities.
- Assist in preparing pitch books and marketing materials for prospective clients.
- Monitor sector developments, capital markets activity, and industry trends.
- Develop relationships with key market participants including fund managers, institutional investors, listed investment companies, and industry advisers.
- Team Contribution
- Mentor and support Analysts within the team.
- Contribute to maintaining high-quality execution standards and deliverables.
- Collaborate across sector, product, and international teams within Jefferies.
- Communicate frequently with sales and trading team.
Qualifications & Experience
- Bachelor's degree or equivalent academic achievement.
- 3–6 years of relevant experience within investment banking, corporate finance, transaction advisory, equity research, or a related financial services environment.
- Strong understanding of M&A, equity capital markets, and valuation methodologies.
- Experience working with financial institutions, asset managers, investment companies, REITs, infrastructure funds, or alternative investment platforms is highly desirable.
- Demonstrated transaction execution experience.
- Strong financial modelling and analytical skills.
- Advanced Excel and PowerPoint capabilities.
UK IB - Associate Investment Funds / Companies employer: Jefferies Financial Group
Jefferies Financial Group is an exceptional employer, offering a dynamic work environment in the heart of London where innovation and collaboration thrive. Employees benefit from a hybrid work model that promotes flexibility, alongside ample opportunities for professional growth and development within a supportive team dedicated to advancing quantitative analysis in fixed income markets. Joining Jefferies means being part of a forward-thinking firm that values your expertise and encourages meaningful contributions to the financial landscape.
