At a Glance
- Tasks: Execute M&A, advisory, and fundraising transactions in investment companies and funds.
- Company: Join Jefferies, a leading global investment banking firm with a dynamic culture.
- Benefits: Competitive salary, professional development, and exposure to high-profile transactions.
- Other info: Mentorship opportunities and collaboration across international teams.
- Why this job: Make an impact in a growing sector while working with top industry professionals.
- Qualifications: 3-6 years in investment banking or related fields; strong financial modelling skills required.
The predicted salary is between 50000 - 70000 £ 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
- 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.
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.
StudySmarter Expert Advice🤫
We think this is how you could land Associate - Investment Companies and Funds in London
✨Get Involved in Finance Communities
Join investment and asset management forums or local finance meetups. Engaging with professionals in these circles can not only help you learn the ropes but also put you in touch with potential employers like Jefferies, who often scout for talent at such events.
✨Utilise Networking Platforms
Connect with professionals already working in asset management on platforms like LinkedIn. A personal message showing your interest in their role or asking for advice can lead to significant connections that might tip the scales in your favour at companies like Jefferies.
✨Show Off Your Financial Skills
Consider contributing to investment blogs or even creating your own content. Sharing your insights and analyses can demonstrate your knowledge and passion for the industry, making you stand out when applying for roles at organisations like Jefferies.
✨Engage with Recruitment Events
Attend finance recruitment fairs and expos. These events are perfect for making a strong impression with recruiters and potentially securing interviews. Many companies, including Jefferies, attend these events to scout for fresh talent, so make sure you stand out with your enthusiasm and knowledge!
We think you need these skills to ace Associate - Investment Companies and Funds in London
Some tips for your application 🫡
Highlight Your Analytical Skills:In asset management, it's all about the numbers! Make sure your CV showcases your analytical skills, particularly any experience with financial modelling or quantitative analysis. Employers like Jefferies want to see how you can dissect data and turn it into actionable insights, so don't hold back on your achievements!
Show Off Your Relevant Qualifications:Having the right qualifications can be a game changer in investment roles. If you've got a degree in finance, economics, or a related field, flaunt it! Also, if you have any certifications like CFA or CAIA, mention those too. It’ll help demonstrate your commitment and expertise in the field to Jefferies.
Tailor Your Cover Letter to Reflect Passion for Investment:Your cover letter is your chance to express your enthusiasm for the investment world. Share why you're drawn to asset management and your understanding of market trends. The hiring team at Jefferies will be keen to see that passion and how you keep up with industry news and developments.
Quantify Your Achievements:Don’t just tell them what you did - show them! When detailing your previous experience, include quantifiable achievements to illustrate your impact. Whether it’s percentage growth on a portfolio or cost savings in a project, these figures will help your application stand out to Jefferies. Numbers speak louder than words!
How to prepare for a job interview at Jefferies
✨Brush Up on Financial Modelling
For a role in investment asset management, being well-versed in financial modelling is crucial. Make sure you can articulate your experience with tools like Excel or any specialised software you've used. Maybe even prepare a couple of examples of financial models you've built or analysed.
✨Know Your Investment Strategies
Expect questions around different investment strategies and how you would apply them in various market scenarios. Get ready to discuss current market trends and how they impact portfolio management. This shows you're not just about the theory but also keeping an eye on real-world applications.
✨Show Your Analytical Skills
Since this is a full-time role, companies like Jefferies want to see your analytical thinking in action. Prepare to solve case studies or tackle some numerical puzzles during the interview. Practicing these types of questions will boost your confidence and show off your skills.
✨Discuss Your Long-Term Career Goals
As you’re applying for a full-time position, the interviewers will be interested in your commitment to the field. Be ready to discuss how this role fits into your long-term career plans in asset management. This shows you're not just looking for any job, but you’re genuinely interested in growing withJefferies.
