Contribute to impactful healthcare transactions by supporting M&A, capital raising, and advisory services. Engage with senior bankers to develop client relations, perform financial analyses, and deliver comprehensive market insights.
Engage high-profile clients to drive business development and fundraising efforts. Collaborate with internal teams and manage the sales process while advocating for JefAM’s competitive edge in the investment management industry.
Lead the charge in shareholder engagement and activism advisory, delivering insights and strategic recommendations to public companies while managing complex client engagements and coordinating with multiple stakeholders.
Oversee the accuracy and integrity of financial data, ensuring effective internal controls and compliance. Collaborate across teams to enhance processes and reporting, with a focus on fixed assets and lease accounting.
Shape tax strategy by supporting front office units with planning, compliance, and research on domestic and international taxation, ensuring alignment with new regulations and optimal transaction structuring.