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Investment Banking Analyst - Shareholder Engagement & Activism Advisory (SEAA)

Jefferies · New York City Metropolitan Area

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Shareholder Engagement & Activism Advisory (SEAA) and Strategic Finance Group (SFG)About the Groups:Shareholder Engagement & Activism Advisory (SEAA):SEAA advises public companies, Boards of Directors, and senior executives on activism preparedness and response strategies, shareholder engagement, governance matters, and complicated M&A situations. The team provides strategic insights and analysis needed to support the critical advice it provides to clients as they navigate complex shareholder dynamics and seek to drive long-term value creation.Strategic Finance Group (SFG)SFG partners with Boards of Directors, and senior executive teams on high-impact strategic decisions, including valuation analysis, strategic alternatives reviews, portfolio optimization, corporate transformations, capital deployment, M&A capital markets, and capital structure design. Known for its analytical rigor and proprietary frameworks, SFG helps clients unlock sustainable shareholder value.The RoleJefferies is seeking a driven and intellectually curious Analyst to join our growing M&A Advisory platform in New York, supporting both the Shareholder Engagement & Activism Advisory and Strategic Finance Groups. The scope of work will be multi-disciplinary, extending across M&A, capital markets and legal areas of expertise, and well as typical investment banking core competencies such as financial modeling and data analysis. This role offers a rare opportunity to work directly with senior leaders and subject matter experts on high-impact, board-level strategic and financial advisory engagements.As an Analyst, you will collaborate across industry coverage and product teams to deliver strategic advice to corporate clients. You will play a key role in developing shareholder defense materials, building complex financial models, and creating intellectual capital that supports governance, M&A, and corporate finance engagements.Key ResponsibilitiesSupport SEAA and SFG teams in live engagements and business development initiativesBuild and maintain complex financial models and valuation analysesPerform shareholder register assessments and analysis of investor portfoliosEvaluation of activist shareholder past performance and provide insights into potential tactics and strategiesDevelop shareholder engagement and activism defense materialsConduct strategic alternatives reviews and capital structure assessmentsAnalyze corporate governance frameworks, bylaws, board structures, and takeover defensesContribute to proprietary tools, databases, and knowledge assetsCollaborate with senior bankers and cross-functional teams in a fast-paced environmentPrepare client presentations and participate in internal and external meetingsSkills & AttributesStrong foundation in M&A, capital markets, valuation, and corporate strategyAdvanced proficiency in Excel (including data analysis) and PowerPoint; strong financial modeling skills requiredExperience with financial databases (e.g., DealPointData, Bloomberg, Capital IQ, Refinitiv, FactSet, Diligent, ISS)Ability to interpret financial statements, investor presentations, and governance documentsExcellent written and verbal communication skills; confident presenting to senior stakeholdersCollaborative mindset with the ability to thrive in team-based environmentsCreative problem-solving skills and comfort with ambiguityHigh attention to detail and ability to manage multiple prioritiesQualificationsBachelor's degree in Finance, Economics, Accounting, Mathematics, or related field with strong academic performance0-1 years of experiencePrior internship or work experience in investment banking, consulting, law, or corporate finance preferredDemonstrated interest in corporate finance, shareholder activism, governance, and M&A advisoryThe salary range for this role is $110,00- $125,000