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Investment Banking Analyst - Secondary Advisory
full-time•New York
About this role
Jefferies Secondary Advisory
The Private Capital Advisory (“PCA”) team advises leading financial sponsors and institutional investors on secondary market transactions. Our professionals work closely with private equity sponsors seeking to utilize the secondary market to generate liquidity through single- / multi-asset continuation fund transactions among other GP-led secondary transaction types. Additionally, the PCA team advises institutional investors such as sovereign wealth funds, pensions, endowments, foundations, and other large institutional investors in the private markets on the sale of portfolios of limited partnership interests in alternative asset funds.
PCA Notable Facts
- 90+ dedicated secondary advisory professionals worldwide based in San Francisco, New York, Dallas, Chicago and London
- Advised on $100B+ of secondary transaction value since 2022, including $50B+ in volume across 80+ GP-led transactions
Description
- Jefferies is seeking an experienced Analyst to join its GP-Led Secondaries Advisory team in New York
- The group is focused on executing GP-led transactions across the private markets (e.g., private equity, private credit, infrastructure, and real estate).
- GP-led secondary transaction mandates include single- and multi-asset continuation funds, tender offers, structured preferred equity solutions, and NAV loans, and various other financing solutions for sponsors and their portfolio companies. GP-led secondaries are an innovative and increasingly utilized liquidity solution for private equity firms and an important part of Jefferies full-service offering for leading financial sponsors.
- Candidates will join a highly collaborative and dynamic team that often works in tandem with Jefferies sector bankers, leveraged finance and sponsor coverage teams on its transactions. Jefferies PCA offers a unique opportunity to work on transactions with meaningful exposure to senior bankers across Jefferies as well as leading private equity GP clients. The Analyst will play an integral role in transaction execution and new business development for ground-breaking secondaries advisory assignments.
Responsibilities
- Assist in the creation of detailed transaction and pitch materials
- Contribute to the development of financial models and valuation analyses for private equity-backed companies
- Perform company- and fund-level due diligence, prepare information memoranda and other transaction-related documentation
- Conduct secondary market research including identifying trends in the alternatives investment industry
- Manage secondary investor outreach and due diligence (e.g., sponsor roadshows, management team meetings, plant and office visits)
- Assist in preparing responses to due diligence requests from potential secondary investors
- Communicate regularly with Jefferies’ industry, sector, and financial sponsor coverage team members
- Track market data to assist with PCA’s communications with clients and industry coverage teams
- Maintain a database of secondary investor profiles, investment strategies, and transaction feedback
Qualifications / Credentials
- Four-year Bachelor’s degree, with a distinguished academic background
- Minimum of 1 year of relevant professional experience (e.g., investment banking, valuation advisory, alternatives investment management, private equity consulting)
- Private equity secondaries investment / advisory experience is seen as beneficial, but is not a requirement
- Analytical and quantitative problem-solving skills including academic / professional experience in financial modeling and valuation
- High levels of maturity and ability to interface effectively with professionals at private equity firms, portfolio companies, and secondary investors
- Willingness to work on a wide range of secondary transaction types across different segments of the private markets and industry verticals
- Strong multi-tasking and organizational skills with consistent attention to detail
- Profound dedication to the role (i.e., willingness to take ownership of client deliverables) and a team-first mentality
- Strong judgment, critical thinking skills with resourcefulness and the ability to improvise effectively
- Exceptional communication skills (verbal, written and illustrative) across various mediums (predominantly Microsoft Word, PowerPoint, and Excel)
#LI-DNI
Jefferies is a leading global, full-service investment banking and capital markets firm that provides advisory, sales and trading, research, and wealth and asset management services. With more than 40 offices around the world, we offer insights and expertise to investors, companies, and governments.
At Jefferies, we are committed to building a culture that provides opportunities for all employees regardless of our differences and supports 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 committed to creating and sustaining a workforce that welcomes individuals from all backgrounds to apply. Our employment decisions are made without regard to race, creed, color, national origin, ancestry, religion, pregnancy, age, medical condition, physical or mental disability, marital status, domestic partner status, sex, sexual orientation, gender, gender identity or expression, veteran or military status, genetic information, reproductive health decisions, or any other factor protected by applicable law. We are committed to hiring the most qualified applicants and complying with all federal, state, and local equal employment opportunity laws. As part of this commitment, Jefferies will extend reasonable accommodation to individuals with disabilities, as required by applicable law.
The salary offered will take into consideration an individual’s experience level and qualifications. In addition to salary, Jefferies Financial Group is proud to offer a comprehensive benefits package to eligible, full-time employees or part-time employees, who are scheduled to work at least 30 hours or more per week, including 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 (e.g., vacation), unplanned time off (e.g., sick leave), and paid holidays, and for full-time employees, paid parental leave.
What you'll do
- The Analyst will assist in creating detailed transaction and pitch materials, contribute to financial models, and perform due diligence for private equity-backed companies. They will also manage investor outreach and communicate regularly with various teams within Jefferies.
About Jefferies
Jefferies is a leading global, full-service investment banking and capital markets firm that provides advisory, sales and trading, research and wealth and asset management services. With more than 40 offices around the world, we offer insights and expertise to investors, companies and governments.
More about our company can be found at www.jefferies.com.
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Frequently Asked Questions
What does a Investment Banking Analyst - Secondary Advisory do at Jefferies?
As a Investment Banking Analyst - Secondary Advisory at Jefferies, you will: the Analyst will assist in creating detailed transaction and pitch materials, contribute to financial models, and perform due diligence for private equity-backed companies. They will also manage investor outreach and communicate regularly with various teams within Jefferies..
Is the Investment Banking Analyst - Secondary Advisory position at Jefferies remote?
The Investment Banking Analyst - Secondary Advisory position at Jefferies is based in New York, United States. Contact the company through Clera for specific work arrangement details.
How do I apply for the Investment Banking Analyst - Secondary Advisory position at Jefferies?
You can apply for the Investment Banking Analyst - Secondary Advisory position at Jefferiesdirectly through Clera. Click the "Apply Now" button above to start your application. Clera's AI-powered platform will help match your profile with this opportunity and guide you through the application process.