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Jefferies
Associate - Investment Companies and FundsJefferies • City of London, London, United Kingdom
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Associate - Investment Companies and Funds

Associate - Investment Companies and Funds

Jefferies • City of London, London, United Kingdom
30+ days ago
Job type
  • Full-time
Job description

Associate – UK Investment Banking (Investment Companies & Funds)

Jefferies | London


About Jefferies

Jefferies is a leading global, full-service investment banking and capital markets firm providing advisory, sales and trading, research, and asset management services. The UK Investment Banking team advises a broad range of corporate clients, financial sponsors, investment companies, listed funds, and alternative asset managers on strategic and financial transactions.

An opportunity has arisen for an Associate to join the UK Investment Banking team in London, with a particular focus on the Investment Companies and Funds sector. The role offers exposure to a wide range of advisory and capital markets transactions involving investment trusts, listed funds, asset managers, real estate investment trusts (REITs), infrastructure funds, private equity-backed platforms, and other alternative investment vehicles.


Role Overview

The Associate will play a key role in the execution of M&A, strategic advisory, equity capital markets, fundraising, and other financing transactions within the investment companies and funds landscape. Working closely with senior bankers, the successful candidate will be responsible for transaction execution, financial analysis, client materials, and supporting business development initiatives.


This is an excellent opportunity for a highly motivated investment banking professional looking to work on high-profile transactions across a specialist and growing sector.


Key Responsibilities

Transaction Execution

  • Support the execution of M&A, strategic advisory, ECM, and fundraising transactions.
  • Coordinate due diligence processes and manage transaction workstreams.
  • Prepare detailed financial models, valuation analyses, and transaction materials.
  • Conduct market, industry, and company research to support client engagements.
  • Assist with drafting offering memoranda, management presentations, board materials, and transaction documentation.
  • Liaise with clients, legal counsel, accountants, and other advisers throughout transaction processes.


Financial Analysis & Valuation

  • Build and maintain complex financial models.
  • Perform valuation analyses including:
  • Discounted Cash Flow (DCF)
  • Comparable Company Analysis
  • Precedent Transactions
  • Net Asset Value (NAV) analysis
  • Sum-of-the-Parts (SOTP) valuations
  • Analyse fund structures, portfolio performance, capital allocation, and shareholder returns.


Client Coverage & Origination

  • Support senior bankers in identifying and developing new business opportunities.
  • Assist in preparing pitch books and marketing materials for prospective clients.
  • Monitor sector developments, capital markets activity, and industry trends.
  • Develop relationships with key market participants including fund managers, institutional investors, listed investment companies, and industry advisers.


Team Contribution

  • Mentor and support Analysts within the team.
  • Contribute to maintaining high-quality execution standards and deliverables.
  • Collaborate across sector, product, and international teams within Jefferies.


Qualifications & Experience

  • Bachelor's degree or equivalent academic achievement.
  • 3–6 years of relevant experience within investment banking, corporate finance, transaction advisory, equity research, or a related financial services environment.
  • Strong understanding of M&A, equity capital markets, and valuation methodologies.
  • Experience working with financial institutions, asset managers, investment companies, REITs, infrastructure funds, or alternative investment platforms is highly desirable.
  • Demonstrated transaction execution experience.
  • Strong financial modelling and analytical skills.
  • Advanced Excel and PowerPoint capabilities.


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Associate - Investment Companies and Funds • City of London, London, United Kingdom

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