Is lateraling from a smaller Jefferies office (Atlanta / Charlotte / Dallas) fairly easy? I accepted an offer at one of these offices and am thinking of potentially trying to lateral to a BB after a year or two. Is this viable?
| +75 | Who is the final boss in Houston Energy? (GS, JEFF or EVR) | 17 | 26m |
| +71 | [2026 - October] Unbiased Prestige Rankings | 37 | 2h |
| +44 | Lazard US Views 2026/2027 | 16 | 1d |
| +43 | McK vs A&M Offer Decision | 23 | 2h |
| +42 | Why Do We Turn Comments? | 8 | 36m |
| +40 | Tomorrow Will Be Better | 5 | 1d |
| +39 | Moelis PCA vs Lower tier BB Coverage | 26 | 15h |
| +39 | You should probably leave IB | 20 | 47m |
| +22 | UBS’s Investment Bank Is Building an AI Slop Factory | 3 | 5h |
| +21 | How early is to early? | 9 | 3d |
Career Resources
Get instant access to lessons taught by experienced private equity pros and bulge bracket investment bankers including financial statement modeling, DCF, M&A, LBO, Comps and Excel Modeling.
Going to guess it's CLT considering Dallas is PCA and Jefferies doesn't really have a presence in ATL?
Sure - safe assumption. I’m doing IB and will be getting good reps. Any thoughts on my lateral optionality despite a second-tier location?
You'll be good for lateraling. All 4 JEF CLT offices are pretty strong in terms of deal flow, and obviously also carry the JEF name. If you choose to lateral your resume will have no problem getting looks at assuming you network and prep. The biggest limitation of location is logistics for interviewing and having a solid story for why you're looking to switch locations and banks.
Going to assume this is CLT. Pretty solid place honestly all the groups there are strong (Consumer, RE, Aerospace). Would be easiest to just move to a top Jefferies NY group after 2 years (HC, LevFin, M&A) shouldn't be an issue especially if you want to go product since you'll work with those teams anyways. If you really want to go BB NY for whatever reason will be totally doable as well.
Do you know how PE placement is from the tech-enabled services and ADG groups are?
TES is a great group, you'll be good for PE. ADG is really strong too, not sure on placement specifically out of that office but they work across offices. Being in NY is almost always a significant advantage sans specific regional groups like JEF Houston Energy for example, just the nature of the game.
nvm duplicate question, saw your original answer.
Aerospace / defense was legacy Wachovia / Wells. Heard it was a good team.
Quis officiis vel consectetur. Eum molestiae nostrum eum explicabo nemo itaque. Blanditiis fugit et sint necessitatibus quia. Odit quos atque qui voluptas ad quisquam ut.
Quidem magnam dolores est. Ut quia architecto iusto fugiat dicta deserunt sit. Ipsam molestiae quos itaque quo. Soluta quaerat aliquam in molestiae. Odit sit blanditiis dolor fuga distinctio nam. Minus deleniti totam iusto quae consequatur dolores.
Modi maxime ducimus voluptatem aperiam distinctio doloribus. Dolor sunt quo asperiores nesciunt. Placeat ipsum recusandae eum qui laboriosam qui id. Deserunt quis rerum velit et et iusto voluptatem. Deserunt voluptatem rerum sint alias et.
See All Comments - 100% Free
WSO depends on everyone being able to pitch in when they know something. Unlock with your email and get bonus: 6 financial modeling lessons free ($199 value)
or Unlock with your social account...