Investment Banking Analyst | Private Fund Group

GROUP DESCRIPTION

Part of Jefferies’ 90-person Private Capital Group within the Investment Banking Division, the Jefferies Private Fund Group (“PFG”) is a leading placement agent and alternative investment advisor. The PFG raises capital from investors worldwide, including public and private pension funds, sovereign wealth funds, endowments, foundations, banks, insurance companies, fund of funds, consultants and high-net-worth individuals and families. The 25-person PFG team operates through dedicated, on-the-ground resources in New York, Chicago, Houston, San Francisco, London, Hong Kong, Tokyo, Amsterdam and Frankfurt. The PFG advises on all closed-ended strategies / fund types including:

• Private Equity Buyout
• Growth Equity
• Special Situations
• Distressed Debt
• Direct Lending
• Mezzanine
• First-Time Funds
• Secondary Funds
• Infrastructure
• Energy & Natural Resources
• Emerging Markets

Our professionals provide high-touch advisory and execution services across all aspects of the fundraising process, playing an essential role in analyzing the competitive landscape, drafting compelling marketing materials, advising on fundraise strategy, investor outreach, co-investments and fund closings.

THE ROLE

Analyst responsibilities may include, but are not limited to:

• Providing advice to private equity and similar clients on fundraising strategy, structuring, timing, investor targeting and terms of offering
• Articulating complex marketing messages in a variety of mediums (written, verbally, in slide presentations, etc.)
• Preparing compelling fundraising offering and marketing materials, and related financial analyses
• Planning and administrating the investor due diligence process, including drafting responses to investor diligence questions and managing online data rooms
• Communicating with senior advisory and distribution team members around the world to track fundraising processes
• Completing a variety of analysis – economic, industry, competitive, etc. – necessary to execute fundraising processes

We look for candidates who are eager to make an impact by doing real, hands-on work and participating on active deal teams. Successful Jefferies PFG Analysts are able to multitask and manage a variety of projects simultaneously. Candidates must demonstrate professionalism and client management skills together with strong emotional intelligence, communication ability and analytical skills. The work is fast paced, challenging and intellectually stimulating. The ability to work under pressure and tight deadlines, be adaptable and work both independently and as part of a team are essential traits of a successful candidate.

DESIRED EXPERIENCE SKILLS:

• ~1 year of related experience
• Four-year degree from a leading college/university, with a distinguished academic background
• Strong communication skills, both verbal and written
• Strong financial, strategic and analytical skills
• Ability to multi-task within an entrepreneurial and fast-paced environment

At Jefferies, we believe that diversity fosters creativity, innovation and thought leadership through the infusion of new ideas and perspectives. We have made a commitment to building a culture that provides opportunities for all employees regardless of our differences, and supporting 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 an equal employment opportunity workplace. We practice equal opportunity for all, regardless of race, religion, ancestry, color, gender, pregnancy, age, physical or mental disability or medical condition, national origin, marital, family and social status, sexual orientation, gender identity or expression, genetic information, religion, trade union membership or any other factor protected by law. We are committed to hiring the most qualified applicants and complying with all applicable federal, state, and local equal employment opportunity laws. In accordance with applicable law, we are dedicated to finding reasonable accommodations for candidates and employees’ religious practices and beliefs, as well as any mental health or physical disability needs. Please inform your recruiter should you require accommodations throughout your application process.

All employees must follow Jefferies’ COVID-19 protocol policy, which is subject to change.

The salary offered will take into consideration an individual’s experience level and qualifications. In addition to salary, Jefferies offers, for eligible employees, 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 (vacation), unplanned time off (sick leave), and paid holidays and paid parental leave.