At a Glance
- Tasks: Lead M&A transactions and support strategic advisory for financial institutions.
- Company: Join a market-leading Financial Institutions Group at Jefferies.
- Benefits: Competitive salary, diverse team culture, and opportunities for professional growth.
- Other info: Collaborative environment with mentorship opportunities and a commitment to diversity.
- Why this job: Make an impact in the fast-paced world of finance and develop your analytical skills.
- Qualifications: Bachelor’s degree in finance or related field; 3-5 years of investment banking experience.
The predicted salary is between 50000 - 70000 £ per year.
Our Financial Institutions Group (FIG) is a market-leading platform advising banks, insurers, asset managers, fintech firms, specialty finance companies, and other financial services providers. We are seeking a highly motivated Associate to join FIG. The Associate will be an integral member of the team, supporting the origination and execution of a broad range of strategic advisory and capital-raising transactions. This role requires strong analytical skills, excellent work ethic, and the ability to thrive in a fast-paced, team-oriented environment.
Key Responsibilities
- Transaction Execution: Lead and manage various aspects of live M&A, equity, and debt transactions, including financial modeling, valuation, due diligence coordination, and preparation of client deliverables.
- Client Interaction: Work closely with senior bankers to support relationships with key financial institution clients; participate in client meetings and contribute to strategic dialogue.
- Industry & Company Research: Conduct in-depth industry analysis for financial institutions subsectors (e.g., banks, insurance, asset management, fintech) and maintain sector-specific knowledge to support deal origination.
- Valuation & Modeling: Build, review, and refine complex financial models (DCF, LBO, merger, trading comps, precedent transactions) tailored to FIG-specific metrics (e.g., embedded value, insurance reserves, regulatory capital ratios).
- Marketing Materials: Prepare pitch books, investor presentations, and marketing documents in collaboration with analysts and senior team members.
- Mentorship: Provide oversight, guidance, and training to junior team members; review analytical work products to ensure accuracy and completeness.
- Regulatory Awareness: Understand and factor in sector-specific regulatory and accounting considerations affecting deal structures.
Qualifications
- Bachelor’s degree from a top-tier institution; strong academic performance in finance, accounting, economics, or related field. MBA or other advanced degrees a plus.
Experience
- 3–5 years of investment banking experience within FIG. Demonstrated technical proficiency in Excel and PowerPoint, with advanced financial modeling skills.
- Deep understanding of FIG industry dynamics, sector drivers, and relevant accounting/regulatory frameworks (Basel III, Solvency II, IFRS/GAAP for insurers, etc.).
- Prior experience working on regulatory capital advisory, financial institution M&A, or capital markets transactions.
Personal Attributes
- Strong communication and presentation skills with ability to interact confidently with clients and senior bankers.
- Highly motivated, self-starter with strong ethics and integrity.
- High degree of initiative and resourcefulness in solving complex problems.
- Adaptable to the dynamic demands of a global investment bank.
- Collaborative team player who values diversity of thought and opinion.
- Exceptional attention to detail, organisational skills, and ability to manage multiple workstreams concurrently.
- Resilient and able to perform under pressure with tight deadlines.
Analyst / Associate - FIG M&A employer: Jefferies
Jefferies is an exceptional employer that fosters a dynamic and inclusive work culture, where collaboration and innovation thrive. As part of the Financial Institutions Group, you will have the opportunity to engage in high-impact transactions while receiving mentorship from seasoned professionals, ensuring your growth in the fast-paced world of investment banking. Located in a vibrant financial hub, Jefferies offers competitive benefits and a commitment to diversity, making it an ideal place for motivated individuals seeking meaningful and rewarding careers.
StudySmarter Expert Advice🤫
We think this is how you could land Analyst / Associate - FIG M&A
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance industry, especially those who work in FIG. A casual chat can lead to insider info about job openings or even a referral.
✨Tip Number 2
Prepare for interviews by brushing up on your financial modelling skills. Be ready to discuss specific projects you've worked on and how you tackled challenges in M&A transactions. We want to see your analytical prowess in action!
✨Tip Number 3
Showcase your knowledge of the FIG sector during interviews. Research recent trends and regulatory changes, and be prepared to discuss how they impact potential deals. This will demonstrate your commitment and expertise.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to engage directly with us.
We think you need these skills to ace Analyst / Associate - FIG M&A
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Analyst/Associate role in FIG M&A. Highlight relevant experience, especially in financial modelling and transaction execution, to show us you’ve got what it takes.
Craft a Compelling Cover Letter:Your cover letter should tell us why you’re passionate about the financial institutions sector. Share specific examples of your past experiences that align with the responsibilities listed in the job description.
Showcase Your Analytical Skills:Since this role requires strong analytical skills, don’t shy away from including any relevant projects or achievements that demonstrate your ability to analyse complex data and make informed decisions.
Apply Through Our Website:We encourage you to apply through our website for a smoother application process. It’s the best way for us to receive your application and ensure it gets the attention it deserves!
How to prepare for a job interview at Jefferies
✨Know Your Financial Models
Make sure you brush up on your financial modelling skills, especially DCF, LBO, and merger models. Be prepared to discuss how you've applied these in past roles, as well as any specific metrics relevant to FIG, like embedded value or regulatory capital ratios.
✨Research the Industry
Dive deep into the financial institutions sector. Understand the latest trends affecting banks, insurers, and fintech firms. This knowledge will not only help you answer questions but also show your genuine interest in the role and the industry.
✨Prepare for Client Interaction Scenarios
Since client interaction is key, think of examples where you've successfully communicated with clients or senior bankers. Practice articulating your thoughts clearly and confidently, as this will be crucial during the interview.
✨Showcase Your Team Spirit
Highlight your collaborative experiences. Be ready to discuss how you've mentored junior team members or worked within a team to achieve a common goal. This will demonstrate that you're not just a lone wolf but a valuable team player.
