JEFFERIES - Key Persons


Alex Sugarman

Job Titles:
  • Associate

Andrew Morris

Job Titles:
  • Senior Vice President / Investment Banking - Real Estate
  • Senior Vice President / Investment Banking - Real Estate / London
Typically, the first thing I do once I arrive in the office is check for any news stories that have broken overnight and circulate the most relevant items to my team. After this, I usually work on two or three separate deals or pitches over the course of the day. Examples of recent deals and pitches that I have worked on include the sale of a Pan-European real estate portfolio, the issuance of a high yield bond for a gaming business and an equity raise for a European hotel company. The varied nature of the work provides a broad exposure to different companies, sectors and products and ensures that no two days are identical. Generally speaking, early mornings are the quietest time of day when one can think about what needs to be achieved and prioritize work accordingly. Of course, ad hoc projects that arise throughout the day must be juggled, but I usually manage to head outside to grab lunch with my teammates. During the afternoon I could be working on a financial model or putting together a pitchbook for the next day, interspersed with conference calls with clients or internal meetings with one of the product teams. By early evening, I have usually received comments from my MD on what materials are required for the next morning, for example a pitchbook for a client meeting. On the Real Estate, Gaming and Lodging Investment Banking team, I have developed an understanding of the key participants and drivers of the three sectors. Through working on deals and pitches alongside the product teams, my knowledge of M&A, equity and debt capital markets has expanded significantly. It is satisfying to look back and compare my knowledge and skill set from when I started with today. One of the most enjoyable aspects of my job is the opportunity to work alongside a group of highly capable, knowledgeable and driven professionals. I was attracted by Jefferies' growing reputation and the significant momentum that the firm has built up over the years.

Chelsea Dunlap

Job Titles:
  • Senior Vice President / Investment Banking - Industrials

John Erwin

Job Titles:
  • Senior Vice President / Investment Banking - Financial

Jonathan Freedman

Job Titles:
  • Media Relations

Justin Polselli - SVP

Job Titles:
  • Senior Vice President

Logan Shanney

Job Titles:
  • Vice President / Investment Banking - Media & Telecom

Nana Raphael

Job Titles:
  • Senior Vice President / Investment Banking - Mergers & Acquisitions
  • Senior Vice President / Investment Banking - Mergers & Acquisitions / London
I usually get to work by 9:00 am, after grabbing a large coffee from the local coffee shop and helping myself to some toast in the kitchen. I try to manage my day during my morning commute by reviewing meetings I'm required to attend, checking email and deliverables for the day, and if possible, browsing the news. This allows me to free up some time to tackle the immediate deliverables by mid-day. Client requests are usually urgent so I tend to deal with those before progressing on to more internal tasks. It is not uncommon to have a few conference calls interspersed into the morning's activities in relation to some of these tasks.

Nick Galbreath

Job Titles:
  • Associate

Niyati Bansal

Job Titles:
  • Assistant Vice President

Roger Hsieh - SVP

Job Titles:
  • Senior Vice President