Investment Banking Associate | Financial Institutions Group (Insurance)

GROUP DESCRIPTION:

Jefferies' Financial Institutions Group (“FIG”) offers a full range of investment banking services to the financial services industry. Our diverse client base covers a broad spectrum of companies, including those in sectors such as Broker-Dealers, Exchanges, Financial Technology, Insurance, Specialty Finance and Depository Institutions. With the recent additions of some of the sector's most highly regarded bankers, our Insurance Coverage vertical is poised for rapid growth and high performance.

POSITION:

The Financial Institutions Group is actively looking for experienced Associates to cover the Insurance sector in our New York office.

PRIMARY RESPONSIBILITIES:

As an Associate on the FIG team you will rapidly assume significant responsibilities related to pitching as well as executing advisory and capital markets transactions for a broad group of private and public clients within the Insurance Coverage vertical. These responsibilities will include the following:

• Preparing the delivery of internal deal memos
• Preparing and delivering client presentations
• Participating in due diligence and drafting sessions
• Drafting offering memoranda, confidential information memoranda, management presentations, lender presentations, and prospectuses
• Analyzing business plans and valuing companies using a variety of methodologies
• Assisting and leading the execution of M&A and advisory transactions, as well as equity and debt financings

These responsibilities afford direct and active interaction with clients (CEOs, CFOs, etc.) where Associates are expected to attend and participate in client meetings and contribute to building and maintaining client relationships. You will work on several projects simultaneously with teams of professionals, both within the group and across the firm, including Managing Directors and Vice Presidents, collaborating to develop and execute solutions to meet client needs.

REQUIRED BACKGROUND:

• Ability to manage a variety of transactions and projects simultaneously
• Strong technical, written and verbal communication skills
• Resourceful self-starter, able to work autonomously and as team player
• 3+ years of investment banking experience; Insurance industry experience is strongly preferred

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.