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2027 Investment Banking Summer Associate Program - Charlotte, Consumer & Retail Group

Opportunity ID 1904

Region Americas

Location Charlotte

Business unit(s) Investment Banking

Program type Summer Associate

Graduation Requirement December 2027 - June 2028

Degree Type MBA

Job description

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.

How the program works

The Jefferies' Summer Associate program offers students the unique opportunity to gain valuable experience across an array of investment banking products and industries. Hands-on product experience may include projects involving equity, equity-linked and debt financing, leveraged finance and lending, M&A advisory and recapitalization and restructuring services.

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 with the highest levels of integrity.

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

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 who are eager to make an impact by doing real, hands-on work and participate on active deal teams. Successful Jefferies' Summer Associates will be able to multitask and manage a variety of projects simultaneously. Candidates must demonstrate professionalism and client management skills together 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 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.

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

Charlotte, NC: Consumer & Retail Group

Jefferies' Consumer & Retail group is comprised of approximately 30 professionals who cover more than 180 companies. The group's sector focus includes: Apparel and Footwear, Beverages, Consumer Products, Food Service Distribution, Grocery Retail, Mass and Discount Retail, Packaged Food, Protein and Produce, Restaurants and Specialty Retail. Since 2012, the Consumer group has completed over 225 transactions valued at over $120 billion - ~$45 billion in advisory transactions, ~$54 billion in debt capital markets transactions and ~$24 billion in equity capital markets transactions. The team has recently completed transactions for Dave & Busters, FullBeauty Brands, Fogo de Chao, Ollie's Bargain Outlet, Planet Fitness and Shake Shack among others.