2025 Investment Banking Analyst – Charlotte, TMT Group

Jefferies LLC, the global investment banking firm, has served companies and investors for over 60 years. Headquartered in New York, with offices in over 30 cities around the world, the firm provides clients with capital markets and financial advisory services, institutional brokerage and securities research, as well as wealth management. The firm provides research and execution services in equity, fixed income, foreign exchange, futures and commodities markets, and a full range of investment banking services including underwriting, mergers and acquisitions, restructuring and recapitalization, and other advisory services, with all businesses operating in the Americas, Europe and Asia.

What can you expect

Jefferies’ lean deal team structure affords Analysts the opportunity to work closely with senior bankers on pitches and live deals. Senior bankers’ client solutions, advice, and ultimately their success, draws entirely on the integrity of our analyst’s work. Tasks go well beyond performing fundamental analysis and research into companies and markets. You are expected to understand the market implications, identify key industry and product trends and provide key insight. Analysts add value to the team from day one. They are expected to think creatively and pursue their projects with excellence, a collaborative spirit, and with the highest levels of integrity.

Analyst responsibilities may include, but are not limited to:

• Performing financial valuation, discounted cash flow and multiples-based analyses
• Building and using financial models
• Preparing pitch books and live deal materials, such as offering memorandums and prospectuses
• Conducting industry and product research
• Analyzing detailed corporate and financial information
• Participating in the execution of financings and M&A transactions

What we look for in a candidate

We look for candidates who are eager to make an impact by doing real, hands-on work and participate on active deal teams. Successful Jefferies’ Analysts will be able to multitask and manage a variety of projects simultaneously. Candidates must demonstrate professionalism and client management skills together with strong technical, written, and verbal communication skills. The work is fast paced, intense 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. You should have a strong academic background and a four-year Bachelor's degree or equivalent. Although a background in accounting or finance is helpful, we hire analysts who have studied a variety of disciplines.

WORK WITH US – Investment Banking opportunities exist across the U.S.

Charlotte, NC: Technology Group

Jefferies Global TMT Group has seen tremendous growth in recent years, led by highly tenured senior bankers who have previously established leading technology investment banking franchises at Deutsche Bank (DMG Technology Group), Morgan Stanley and Credit Suisse, and have led industry-defining transactions. With over 215 technology investment bankers worldwide based in New York, San Francisco, Charlotte, Los Angeles, Boston, London, Mumbai, Singapore and Hong Kong and led by over 40 managing directors, we are one of the largest franchises on Wall Street. Jefferies' Global TMT Group provides a full range of investment banking services (M&A, Equity Capital Markets, Leveraged Finance, and Restructuring) to growth stage and established public and private companies in a number of segments: Enterprise Software; Internet and Digital Media; Technology Services; Heathcare IT; Communications Technology; Semiconductors, Hardware and Electronics; Financial Technology / Payments; Media; and Telecommunications.

Diversity, Equal Employment Opportunity, Reasonable Accommodations and COVID

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, national origin, marital status, sexual orientation, gender identity or expression, veteran or military status, genetic information, reproductive health decisions, or any other factor protected by 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 accommodations to individuals with qualified disabilities, as appropriate, under applicable law. 

Jefferies’ COVID-19 Policy – US

The salary for this role is $110,000.