Max Jacobs
About Max Jacobs
Max Jacobs is an Investment Banking Associate at Jefferies with a strong background in finance and law, holding an MBA from NYU Stern and a JD from Cardozo School of Law.
Current Role at Jefferies
Max Jacobs currently serves as an Investment Banking Associate at Jefferies in New York, United States. He has been with the firm since 2022. His role involves working on complex financial transactions and providing strategic advisory services to clients.
Previous Experience at REEF
Max Jacobs held the position of Vice President - Finance and Special Projects at REEF from 2020 to 2022. During his two-year tenure, he was based in New York, United States. His responsibilities included overseeing finance operations and managing special projects.
Background in Financial Analysis
Max Jacobs has extensive experience in financial analysis. He worked as a Financial Analyst at Houlihan Lokey from 2017 to 2020 and as an Analyst at Deloitte Consulting from 2015 to 2017. Prior to that, he served as an Analyst at IQ-G Associates in 2014. These roles were centered in Greater New York City Area and involved various aspects of financial assessment and consulting.
Educational Background
Max Jacobs earned his Master of Business Administration (MBA) from NYU Stern School of Business from 2020 to 2022. He also holds a Juris Doctor (JD) degree from Benjamin N. Cardozo School of Law, obtained between 2011 and 2014. Additionally, he completed his Bachelor's degree in Finance at the University of Maryland - Robert H. Smith School of Business from 2007 to 2011. This diverse educational background provides him a solid foundation in both business and law.
Skills and Certifications
Max Jacobs is proficient in Microsoft Excel and Microsoft PowerPoint, key tools for financial analysis and presentations. He demonstrates a strong understanding of valuation techniques essential for investment banking roles. Additionally, he is a CFA Level 3 Candidate, reflecting his commitment to excelling in financial analysis and portfolio management.