[Skip to main content](#main-content) [OpenNash Jobs](https://jobs.opennash.com/) [Hiring report](/reports/hiring/) · [All Jefferies Financial jobs](https://jobs.opennash.com/companies/jefferies-financial/) · [Search jobs](/search/) Jefferies Financial · New York, NY # Investment Banking Analyst – Strategic Finance and Shareholder Engagement & Activism Advisory New York, NY, United States Finance & Accounting Listed on Jefferies Financial ’s official careers site. Posted April 23, 2026. Check that it is still open and apply there. [Apply on Jefferies Financial ’s careers site →](https://hdid.fa.us2.oraclecloud.com/hcmUI/CandidateExperience/en/sites/CX_1/job/4166) [OpenNash Jobs](https://jobs.opennash.com/) / [Jefferies Financial ](https://jobs.opennash.com/companies/jefferies-financial/) / Investment Banking Analyst – Strategic Finance and Shareholder Engagement & Activism Advisory ## Job description Shareholder Engagement & Activism Advisory (SEAA) and Strategic Finance Group (SFG) ### 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 complicated M&A situations. The team provides strategic insights and analysis needed to support the critical advice it provides to clients as they navigate complex 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. 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 and Strategic Finance Groups. The scope of work will be multi-disciplinary, extending across M&A, capital markets and legal areas of expertise, and 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. ### 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 Evaluation of 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 plus year 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 $110,00- $125,000 #LI-DNI ## At a glance - Posted by the employer: Apr 23, 2026 - First seen by OpenNash: Oct 12, 2026 - Last checked: Oct 19, 2026 - Listed for: 179 days - Location: New York, NY, United States[Apply on Jefferies Financial ’s careers site →](https://hdid.fa.us2.oraclecloud.com/hcmUI/CandidateExperience/en/sites/CX_1/job/4166) ## More jobs at Jefferies Financial ### [Accounting Vice President](https://jobs.opennash.com/companies/jefferies-financial/jobs/3306953b8959eb4cce46/) New York, NY, United States ### [Credit Portfolio Management / Portfolio Associate](https://jobs.opennash.com/companies/jefferies-financial/jobs/8b1a8db1e9a66ce93880/) New York, NY, United States ### [Equity Finance Quantitative Strategist — VP/SVP](https://jobs.opennash.com/companies/jefferies-financial/jobs/d3662cc26f4deafea41d/) New York, NY, United States ### [Investment Banking Analyst - FIG, Banks](https://jobs.opennash.com/companies/jefferies-financial/jobs/1350544b57aca3e9dbcd/) New York, NY, United States ### [Investment Banking Analyst / Associate - Israel](https://jobs.opennash.com/companies/jefferies-financial/jobs/3a465100c6418c6872ec/) New York, NY, United States ## Similar jobs at other companies ### [Investment Banking - Liability Management – Analyst](https://jobs.opennash.com/companies/jpmorganchase/jobs/8640eb4475373800e2f7/) JPMorganChase · New York, NY, United States ### [Investment Banking – Corporate Advisory – Analyst](https://jobs.opennash.com/companies/jpmorganchase/jobs/d8f7bdf3a922aea3c4b3/) JPMorganChase · New York, NY, United States ### [Investment Banking Analyst - Energy](https://jobs.opennash.com/companies/truist/jobs/c96634bef101ec5e6835/) Truist · Houston, Texas, USA ### [Investment Banking Senior Analyst - Energy](https://jobs.opennash.com/companies/citigroup/jobs/02a884bc48cf72030f31/) Citigroup · Houston Texas United States ### [Investment Banking Senior Analyst - Metals & Mining](https://jobs.opennash.com/companies/citigroup/jobs/1e64aabaf258606392e5/) Citigroup · Los Angeles California United States OpenNash lists jobs from employers’ own careers sites and does not handle applications. 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