Shareholder Engagement & Activism Advisory (SEAA) and Strategic Finance Group (SFG)
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. 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.
Jefferies 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.
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.
Build and maintain complex financial models and valuation analyses
Perform shareholder register assessments and analysis of investor portfolios
Evaluation of activist shareholder past performance and provide insights into potential tactics and strategies
Develop shareholder engagement and activism defense materials
Conduct strategic alternatives reviews and capital structure assessments
Analyze corporate governance frameworks, bylaws, board structures, and takeover defenses
Contribute to proprietary tools, databases, and knowledge assets
Collaborate with senior bankers and cross-functional teams in a fast-paced environment
Strong foundation in M&A, capital markets, valuation, and corporate strategy
Advanced proficiency in Excel (including data analysis) and PowerPoint; strong financial modeling skills required
Experience with financial databases (e.g., Ability to interpret financial statements, investor presentations, and governance documents
Creative problem-solving skills and comfort with ambiguity
Bachelor's degree in Finance, Economics, Accounting, Mathematics, or related field with strong academic performance
~Prior internship or work experience in investment banking, consulting, law, or corporate finance preferred
~ Demonstrated interest in corporate finance, shareholder activism, governance, and M&A advisory