Investment Banking Services Specialist

Jefferies is seeking an Investment Banking Services Specialist in Charlotte, NC. The role involves providing M&A advice, creating pitch books, conducting financial analyses, and maintaining client relationships. Candidates should have a Bachelor's degree and at least one year of investment banking experience, with strong financial modeling and communication skills. This full-time position is part of the REGAL Group, serving the Real Estate sector.
About Our Firm
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Jefferies Financial Group Inc. is a leading global investment bank and securities firm, operating since 1962. Our strong foundation and expansion into international markets have enabled us to become a trusted partner for clients worldwide. Our strategic focus revolves around building our investment banking capabilities, capital markets businesses, and alternative asset management platform.
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The REGAL Group
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As a key player within Jefferies, the REGAL Group serves the Real Estate industry with comprehensive investment banking services. Our team comprises over 30 experienced professionals who cater to clients across various sectors, including Residential, Office, Industrial, Retail, Storage, Casino Operators, Lodging, and Leisure.
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Responsibilities
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? We provide expert advice on M&A, restructuring, recapitalization, equity, and debt financings, executing transactions that meet our clients' unique needs.
? We create engaging pitch books and live deal materials that showcase our value proposition and drive business outcomes.
? We deliver in-depth financial analyses, leveraging data-driven insights to inform our clients' strategic decisions.
? We collaborate closely with clients to develop tailored business solutions and implement effective change management strategies.
? We maintain long-term relationships with clients through our unwavering commitment to quality and customer satisfaction.
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Eligibility Criteria
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? A Bachelor's degree from a reputable institution, complemented by at least one year of experience in Investment Banking.
? Proven proficiency in financial modeling, either through coursework, training, or practical application.
? Superior written and verbal communication skills, essential for effective collaboration and stakeholder engagement.
? The ability to juggle multiple projects and tasks while maintaining high productivity levels.
? A motivated, proactive individual with excellent teamwork and interpersonal skills.
? Eligibility is restricted to the Investment Banking class of 2023 or later.
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Career Opportunities
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Jefferies is an equal employment opportunity employer, embracing diversity and inclusion to drive innovation and growth. By joining our team, you will contribute to shaping the future of our organization and advancing your career in a dynamic, fast-paced environment.

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