# 2027 Investment Banking Summer Associate Program – New York, Financial Institutions Group

[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 2027 Investment Banking Summer Associate Program – New York, Financial Institutions Group in New York. Posted 2026-08-01; applications close 2026-09-30.

**Apply**: https://jefferies.tal.net/vx/lang-en-GB/mobile-0/appcentre-1/brand-4/xf-b71071c1e019/candidate/so/pm/1/pl/2/opp/1910-2027-Investment-Banking-Summer-Associate-Program-New-York-Financial-Institutions-Group/en-GB

Posted 4d ago.

## Role details

## About Jefferies

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.

## What You Can Expect

Jefferies’ lean deal team structure affords Summer Associates the opportunity to work closely with senior bankers on pitches and live deals, while overseeing Summer Analysts’ work product. Tasks go well beyond performing fundamental analysis and research into companies and markets. A Summer Associate is expected to understand market implications, identify key industry and product trends, and provide input on pitch and deal material to enhance client deliverables.

Summer Associates add value to the team from day one. They are expected to think creatively and pursue their projects with excellence, a collaborative spirit, and the highest levels of integrity.

Following an enriching orientation and training program, Summer Associates begin working on their day-to-day responsibilities with support from colleagues serving as instructors and mentors throughout the 10-week engagement. Jefferies’ collegial program also offers a series of social and educational events to enhance professional development and grow your network. These events help Associates develop lasting personal and professional relationships with peers and senior bankers that serve as the foundation for a successful career. Summer Associates receive formal performance reviews.

## Summer Associate Responsibilities

Summer Associate responsibilities may include, but are not limited to:

  
- Performing and reviewing financial valuation, discounted cash flow, and comparable companies multiples-based analyses
  
- Building and using financial models
  
- Preparing pitch books and live deal materials, such as offering memorandums and prospectuses
  
- Conducting industry and product research
  
- Analyzing detailed corporate and financial information
  
- Participating in the execution of financings, M&A, and restructuring and recapitalization transactions

## What We Look For in a Candidate

We look for candidates eager to make an impact through real, hands-on work and participation on active deal teams. Successful Jefferies’ Summer Associates are able to multitask and manage a variety of projects simultaneously.

Candidates must demonstrate professionalism and client management skills, along with strong technical, written, and verbal communication skills. The work is fast-paced, intense, and intellectually stimulating. The ability to work under pressure and tight deadlines, be adaptable, and work both independently and as part of a team are essential traits of a successful candidate.

You should have a strong academic background and be in the process of completing the first year of a two-year MBA degree or equivalent. Although a background in accounting or finance is helpful, we hire Summer Associates who have studied a variety of disciplines.

## Eligibility

Eligible candidates must be graduating with an MBA between December 2027 and June 2028.

## Group Description: Financial Institutions Group (FIG)

Jefferies’ Financial Institutions Group (“FIG”) offers a full range of investment banking services to the financial services industry. Our diverse client base covers a broad spectrum of companies, including those in sectors such as Broker-Dealers, Exchanges, Financial Technology, Insurance, Specialty Finance, and Depository Institutions.

## About Us

At Jefferies, we are committed to building a culture that provides opportunities for all employees regardless of differences and supports a workforce reflective of the communities where we work and live. We 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. 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. Jefferies is committed to hiring the most qualified applicants and complying with all federal, state, and local equal employment opportunity laws. Jefferies will extend reasonable accommodations to individuals with disabilities, as required by applicable law.

## Compensation

The salary for this role is $175,000, pro-rated.

## Applying to this role

This 2027 Investment Banking Summer Associate Program – New York, Financial Institutions Group role at Jefferies runs through the firm's own careers portal and expects a CV and cover letter written specifically for the posting, not a portable submission carried across firms. Jorb AI's application agent tailors a CV and cover letter from your background to this posting and tracks the role alongside the rest of your applications.

[Tailor this application](https://www.jorb.ai/signup?ref=job-atom&firm=jefferies&job=6a6da7fb30f5016d8ce66d48)

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Updated: 2026-08-06
Canonical: https://www.jorb.ai/jobs/6a6da7fb30f5016d8ce66d48
