2027 Controllers Summer Analyst Program – New York and Jersey City

Jefferies Controllers Summer Internship Program (New York and Jersey City)

Jefferies Summer Interns have the unique opportunity to gain insight into a global, client-focused investment bank and experience an entrepreneurial environment where employees can make an immediate impact and are rewarded for performance. You will be exposed to Jefferies’ full range of products and leading industry expertise. Our lean team structure provides unparalleled hands-on experience and helps you develop lasting personal and professional relationships with peers and senior professionals that can serve as the foundation for a successful career.

Following an enriching orientation program, interns begin working on day-to-day responsibilities with support from colleagues serving as instructors and mentors throughout the internship program. Interns receive formal performance reviews. In addition to working on projects that incorporate research, analysis, and recommendations, interns are challenged to think creatively, offer their input, and add value to the team from day one. Interns are expected to pursue their projects with excellence, a collaborative spirit, and the highest levels of integrity.

What We Look For in a Candidate

• Eager to make an impact to clients by doing real, hands-on work
• Ability to multitask and manage a variety of projects simultaneously
• Professionalism and strong relationship management skills
• Strong technical skills, and strong written and verbal communication skills
• Ability to thrive in a fast-paced, challenging, and intellectually stimulating environment
• Ability to work under pressure and meet tight deadlines
• Adaptable; able to work independently and as part of a team
• Strong academic background and pursuit of a four-year Bachelor’s degree (or equivalent program)
• Accounting or finance background helpful (but not required), as interns come from a variety of disciplines

Desired Background and Skills

• Undergraduate candidates pursuing a Bachelor’s degree
• Expected graduation between December 2027 and June 2028
• Proficient in Microsoft Office, including Word, Excel, and PowerPoint
• Broad understanding of financial markets and/or accounting
• High level of professionalism
• Ability to perform under pressure with tight deadlines
• Project management skills (a plus)
• Team player who excels working independently and as part of a team
• Strong attention to detail and organizational skills
• Strong written and verbal communication skills

Work With Us – Opportunities in Controllers

The Jefferies Controllers Internship provides candidates with the opportunity to become familiar with, and gain hands-on experience in, the finance and accounting activities at Jefferies.

Controllers are responsible for the accuracy and integrity of the firm’s financial records, regulatory filings, and internal management reports. Interns will be placed in one of the following teams within Controllers:

• Balance Sheet, Legal Entity, & Corporate Control
• Business Unit Control
• Regulatory Reporting
• Valuations
• Accounting Policy & External Reporting
• Financial Planning & Analysis

Additionally, you will have regular and consistent interaction with various other operational groups, as well as Finance, Risk, Compliance, and business management teams.

Controllers Team Overviews

Balance Sheet, Legal Entity & Corporate Controllers

This team is responsible for establishing and maintaining a comprehensive set of controls over the Firm’s balance sheet and various legal entities. This includes establishing and monitoring substantiation policies and procedures, managing all balance sheet and legal entity analyses and reporting, developing controls across all legal entities, ensuring compliance with bylaws, and compiling required financial statements. The Corporate Controllers team also has ultimate responsibility for the operation and maintenance of the firm’s books and records, including Accounts Payable and Fixed Assets.

Business Unit Controllers

Business Unit Controllers are aligned by division/product and serve as the main conduit between the Front Office and Finance. Their main duties are to record, analyze, reconcile, and explain all financial data related to trading activities by the respective business units they support, including Equities, Fixed Income, Asset Management and Commodities, and Investment Banking.

Financial Planning & Analysis

Financial Planning & Analysis is responsible for preparing the weekly, monthly, quarterly, and annual management reports that compare actual results to forecasts, used primarily by the CFO. This team is also responsible for the firm’s budgeting and forecasting activities, as well as producing profitability reports and other ad-hoc reports used to analyze the health of each business.

Regulatory Controllers

Regulatory Controllers are responsible for the preparation and filing of reports required by US regulatory authorities (primarily the SEC and FINRA) and for proactively managing the firm’s regulatory capital usage. The team also ensures the firm’s compliance with regulatory requirements related to the protection of customer assets. Regulatory Controllers analyze financial and operational information before submitting reports, address periodic regulator inquiries, and interact with regulators during their annual examinations. They also advise management on the regulatory impact of new products and system implementations, staying abreast of new developments in the regulatory environment and communicating effects to appropriate business units.

Valuation Controllers

Valuation Controllers are responsible for the independent price verification process (IPV), providing an independent valuation opinion of the firm’s inventory based on the fair value policy. The IPV process is implemented in conjunction with Risk Management and Accounting Policy.

Accounting Policy & External Reporting

This group is responsible for establishing the firm’s accounting policies and ensuring the proper application of accounting principles in Jefferies’ financial statements, including external SEC filings. The Accounting Policy group provides technical accounting advice on complex business transactions and advice to management and the Audit Committee on accounting and financial statement matters, and monitors industry developments to implement new accounting standards on a timely and effective basis. The External Reporting group prepares and files the firm’s financial statements with the SEC and coordinates and oversees financial reporting for Jefferies Group subsidiaries.

Compensation Controllers

This team is jointly responsible for analyzing, forecasting, and recording Jefferies’ compensation programs, including production-based agreements, contractual guarantees, and discretionary compensation. The team is also responsible for the end-of-year compensation process.

Expense Controllers

The Expense Controllers team ensures proper expense controls are in place and produces timely and detailed expense analyses across all areas of the firm, including for the firm’s Expense Management Committee. The group oversees the expense allocation process and implements/coordinated expense budgeting and forecasting activities firm-wide. It also participates in Expense Savings initiatives globally.

About Jefferies

Jefferies is a leading global, full-service investment banking and capital markets firm providing 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.

Jefferies is 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. The firm also aims to create and sustain a workforce that welcomes individuals from all backgrounds and makes employment decisions without regard to protected characteristics as required by applicable law. Jefferies is committed to hiring the most qualified applicants and complying with all federal, state, and local equal employment opportunity laws, including extending reasonable accommodations to individuals with disabilities as required by law.

Compensation

The salary for this role is $80,000 (pro-rated for the 10-week internship program).