Jefferies Rep

Jefferies deserves more respect - there I said it! Growing way faster, ahead of the league tables vs. UBS / DB (and maybe Barclays this year) and a few really groups that are some of the strongest on the street. Also all cash bonuses (don’t comment about clawbacks if you don’t know how deferred stock comp works in the industry at other banks - hint: it functions the same way, even worse IMO). Anyway this is my hardo post about JEF but the bank deserves 10x the rep that it gets on this site

65 Comments
 

This is completely accurate but get ready from the onslaught of MS from interns and 1st years at UBS/DB/RBC who are insecure lol. That being said, no way that jef will beat Barclays in league tables this year, way too big of a gap for that to be possible at this point. 

EDIT: I also don't think its true that people don't respect Jefferies on this site. People know where the bank stands at this point. 

 

Yeah, you are probably right about league tables. JEF is having a massive year though.

Maybe it has changed and I just don't see it. I see people putting it below Baird / Blair all the time which is just weird to me - those are good shops too, but no where near the beast of what Jefferies has become

 

Yeeeeesh I wonder if Barclays/Citi IBD headcount is markedly lower or if the seniors just get paid a fuckton less. I can't imagine their banking headcount is 1/3rd of the top 3 guys but damn I didn't realize the league tables were this skewed. When I was in banking I used to have to pull league tables from some deal/merger site I forget the name, and then we would slice and dice it to make ourselves #1 lol - but I've never seen this level of top heavy skew. 

 

He has a less than stellar track record on instagram to put it lightly. Just search up his name on this site and you'll see some forum posts about what I mean

 

Met Rich through one of his IG meet and greet competitions. Very nice and thoughtful guy in person. Can't speak to his management though.

 

Fair enough, it is likely a more useful metric when weighing two competing offers for different groups, but sometimes it’s interesting to just compare firm performance as a whole (also JEF internship is generalist). If you are staying on for longer than just analyst years thinking about the platform you are joining and it’s momentum is worthwhile

 

Yeah agreed I think looking at overall momentum is great for non-banking perception but the group-specific momentum matters 10x more in terms of impact on analyst/associate day-to-day, exit opps, bonuses, etc. Outside of MS/GS/EVR/CVP/Moelis the more relevant metric in ranking banks is sorting by specific groups. 

Especially lately the whole "blowout year performance" is something that has been said of every IB on the street, so I think its relevant to discuss which groups/deals are leading that blowout performance 

 
paulallen77

Hahahah the squid is back, here he is! The clown from Corporate Banking that is so happy with his job, but spends his free time on investment banking forums trying to shit on IB roles. Cheers, you absolute loser

Last I checked my group is housed under investment banking and I'm not shitting on IB roles, just you. You clearly love Handler so much that you'd ride his daughter's cock (the eyebrows tell you all you need to know) if it meant an upgrade to mid-bucket from where you are.

 

“Last time I checked my group is housed under IB” - dude you are an absolute clown hahahah you just commented earlier bragging about 30 hr work weeks and 6 weeks of vacation. Which is it clown?

 

Curious about the risk of the balance sheet at JEF-

Was chatting with a senior banker at a JEF competitor recently and he basically said JEF will finance absolutely anything and have absurd risk on their loans. It’s let them grow a ton in a bull market but this is basically a house of cards for when the economy tanks, and he compared then to Lehman in 08.

Is any of this true or is this just a bitter MD losing mandates to a competing bank?

 

Pretty lame duck advice IMO. JEF tries to derisk their BS ASAP and it’s not that big. High velocity blah blah blah. I don’t have specifics but I’d imagine a firm of ex Drexel and Lehman bankers/traders aren’t willingly setting up another house of cards. JEF avoided TARP money in order to be allowed to provide more aggressive financing. It has served them well post GFC.

 

Sorry accidently threw MS. 

Although it is true that Jef will finance about everything, that's kind of the business model/the point. They really do stuff that nobody else does. In regards to risk however, what the MD is saying is BS as the vast majority of the risk is offloaded to CLOs and other institutional investors like credit arms of PE MFs. Even the risk that is on their balance sheet from underwriting is only owned 50% by Jefferies, the other 50% is MassMutual. 

 

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