Jefferies Financial Group

Investment Banking Vice President - FIG M&A

Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 4-8+ years of relevant investment banking experience in FIG
  • Strong track record in executing M&A transactions
  • Expertise in financial modeling and valuation techniques
  • Understanding of the financial institutions sector
  • Demonstrated leadership and team management skills
  • Excellent communication and client-facing abilities

Responsibilities

  • Lead execution of M&A transactions including sell-side and buy-side activities
  • Oversee financial analysis, valuation modeling, and transaction structuring
  • Prepare and review client deliverables such as pitchbooks and management presentations
  • Manage diligence processes in collaboration with legal and accounting teams
  • Drive deal timelines ensuring high-quality deliverables are met
  • Support senior bankers in maintaining client relationships and engagements
  • Assist in identifying new business opportunities within FIG sectors

Benefits

  • Significant client exposure and leadership responsibilities
  • Opportunity to work closely with senior bankers
  • Contribution to strategic advisory discussions
  • Mentoring and supervisory role of junior staff
  • Dynamic and fast-paced work environment
Full Job Description
Job Description

Jefferies - Investment Banking Vice President (FIG - M&A)

Location: New York, NY
Group: Mergers & Acquisitions (M&A)
Level: Vice President

Position Overview

Jefferies is seeking an experienced Vice President to join its Mergers & Acquisitions (M&A) with a focus on Financial Institutions Group (FIG). The Vice President will play a critical role in the execution of complex transactions across market structure, fintech, asset management, specialty finance, banks and insurance sectors.

This position offers significant client exposure and leadership responsibility, working closely with senior bankers to originate and execute strategic advisory mandates.

Key Responsibilities

Transaction Execution
  • Lead day-to-day execution of M&A transactions, including sell-side, buy-side, and strategic advisory assignments
  • Oversee financial analysis, valuation modeling, and transaction structuring
  • Prepare and review client deliverables (pitchbooks, CIMs, management presentations, fairness opinions)
  • Manage diligence processes and coordinate with legal, accounting, and client teams
  • Drive deal timelines and ensure high-quality deliverables under tight deadlines

Client Coverage & Relationship Management
  • Support senior bankers in cultivating and maintaining relationships with financial institution clients
  • Participate in client meetings, board presentations, and negotiations
  • Contribute to idea generation and strategic advisory discussions

Team Leadership
  • Supervise and mentor Associates and Analysts
  • Review financial models and presentations for accuracy and quality
  • Allocate workstreams efficiently and provide developmental feedback

Origination & Business Development
  • Assist in identifying new business opportunities within FIG sectors
  • Contribute to pitch development
  • Maintain awareness of market trends, regulatory changes, and competitive landscape in financial services

Qualifications

Required
  • 4-8+ years of investment banking experience, with relevant FIG exposure
  • Strong track record of executing M&A transactions (sell-side and/or buy-side)
  • Expertise in financial modeling, valuation techniques, and transaction processes
  • Understanding of financial institutions
  • Demonstrated leadership and team management experience
  • Excellent communication and client-facing skills

Preferred
  • Prior experience at a global investment bank or FIG-focused advisory platform
  • MBA or equivalent advanced degree (optional but often valued)

Salary: $275,00

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About Jefferies Financial Group

Jefferies Financial Group Inc. is a diversified financial services company that operates in investment banking, capital markets, asset management, and direct investing. The company was founded in 1962 and is headquartered in New York City. Jefferies Financial Group has operations in over 30 countries and employs over 4,000 people. The company's businesses include Jefferies, a global investment bank; Leucadia Asset Management, an asset management firm; and Berkadia, a commercial real estate company. Jefferies Financial Group is publicly traded on the New York Stock Exchange under the ticker symbol JEF.
Learn more about Jefferies Financial Group
Size
4,400 employees
Market Cap
$8 billion
Industry
Net Income
$775.2 million
5 Year Trend
-9.8%
Revenue
$6.7 billion

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