# Investment Banking Analyst – Strategic Finance and Shareholder Engagement & Activism Advisory [Jefferies](https://www.jorb.ai/firms/jefferies.md) · New York · United States · [Investment Banking](https://www.jorb.ai/jobs/investment-banking.md) Jefferies is hiring a Investment Banking Analyst – Strategic Finance and Shareholder Engagement & Activism Advisory in New York. Posted 2026-04-23; applications close 2026-06-22. **Apply**: https://hdid.fa.us2.oraclecloud.com/hcmUI/CandidateExperience/en/sites/CX_1/job/4166 Posted 4d ago. ## Role details ## The Role 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 (SEAA) and Strategic Finance Group (SFG). The scope of work will be multi-disciplinary, extending across M&A, capital markets, and legal areas of expertise, as 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. As an Analyst, you will collaborate across industry coverage and product teams to deliver strategic advice to corporate clients. 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. ## About the Groups ### Shareholder Engagement & Activism Advisory (SEAA) SEAA advises public companies, boards of directors, and senior executives on activism preparedness and response strategies, shareholder engagement, governance matters, and complex M&A situations. The team provides strategic insights and analysis needed to support critical advice as clients navigate shareholder dynamics and seek to drive long-term value creation. ### 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. ## Key Responsibilities - Support SEAA and SFG teams in live engagements and business development initiatives - Build and maintain complex financial models and valuation analyses - Perform shareholder register assessments and analysis of investor portfolios - Evaluate 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 - Prepare client presentations and participate in internal and external meetings ## Skills & Attributes - 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., DealPointData, Bloomberg, Capital IQ, Refinitiv, FactSet, Diligent, ISS) - Ability to interpret financial statements, investor presentations, and governance documents - Excellent written and verbal communication skills; confident presenting to senior stakeholders - Collaborative mindset with the ability to thrive in team-based environments - Creative problem-solving skills and comfort with ambiguity - High attention to detail and ability to manage multiple priorities ## Qualifications - Bachelor's degree in Finance, Economics, Accounting, Mathematics, or related field with strong academic performance - Must have one or more years of investment banking experience - 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 The salary range for this role is $110,000 - $125,000. Jefferies is a leading global, full-service investment banking and capital markets firm that provides advisory, sales and trading, research, and wealth and asset management services. With more than 40 offices around the world, we offer insights and expertise to investors, companies, and governments. At Jefferies, we are committed to building a culture that provides opportunities for all employees regardless of our differences and supports 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 committed to creating and sustaining a workforce that welcomes individuals from all backgrounds to apply. Our employment decisions are made without regard to race, creed, color, national origin, ancestry, religion, pregnancy, age, medical condition, physical or mental disability, marital status, domestic partner status, sex, sexual orientation, gender, gender identity or expression, veteran or military status, genetic information, reproductive health decisions, or any other factor protected by applicable 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 accommodation to individuals with disabilities, as required by applicable law. The salary offered will take into consideration an individual’s experience level and qualifications. In addition to salary, Jefferies Financial Group offers a comprehensive benefits package to eligible, full-time employees or part-time employees who are scheduled to work at least 30 hours per week, including an annual discretionary incentive and retention bonus, medical, dental & vision coverage, 401(k), life, accident, and disability insurance, wellness programs, paid time off, paid holidays, and paid parental leave for full-time employees. ## More open roles at Jefferies - [2026 Equity Research Graduate Analyst - Product Management - Hong Kong](https://www.jorb.ai/jobs/69c2a15bcee021d97b835e81.md) — Hong Kong, posted 1mo ago - [2026 Equities Sales & Trading Summer Analyst Program - Sales Trading - Hong Kong](https://www.jorb.ai/jobs/69cc8d962a33181c81c53b1b.md) — Hong Kong, posted 26d ago - [2026 Investment Banking Off Cycle Internship Programme - VARIOUS Groups London (September Start Date)](https://www.jorb.ai/jobs/6975e0163900792573560c02.md) — London, posted 3mo ago - [2026 Investment Banking Off Cycle Internship Programme London - Energy (September start)](https://www.jorb.ai/jobs/6980b59c3102b1496a8ed049.md) — London, posted 2mo ago - [2027 Investment Banking Summer Analyst Program – New York, Israel Coverage Group](https://www.jorb.ai/jobs/69855cdc93fcf783e52efe2c.md) — New York, posted 2mo ago --- Updated: 2026-04-27 Canonical: https://www.jorb.ai/jobs/69ea66d787e170a26b562e28