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Job description
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
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
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)
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Worksite address
new york, NY, 10261, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.