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Investment Banking Analyst, Private Capital Advisory - New York

ExperiencedNo visa sponsorship
Moelis logo

at Moelis

Investment Banking

Posted 24 days ago

No clicks

Moelis' Private Capital Advisory team is seeking an Analyst to support GP-led secondary market advisory, including continuation vehicles and other financing solutions for sponsors and their portfolio companies. Responsibilities include due diligence, preparing marketing materials, and conducting financial analysis and modeling (LBOs, continuation funds, waterfalls). The Analyst will assist in sponsor outreach, manage diligence responses, and maintain market data and databases to support client materials, while collaborating with Moelis' industry and sponsor coverage teams.

Compensation
Not specified

Currency: Not specified

City
New York City
Country
United States

Full Job Description

We are passionate about our business and our culture, and are seeking individuals with that same drive.

Your application will not be considered if you have not completed the Suited assessment and shared your score with Moelis. Additional information about the assessment below. This is a requirement for the application process. 

Moelis has partnered with the screening platform Suited to help us better understand our applicants. Suited uses assessments to holistically and objectively understand what makes you unique. In addition to your academic background and experience, the traits and competencies captured by these assessments are predictive of on-the-job success, while reducing bias in the screening process.

Complete the Suited assessment here.

To learn more about the assessments, please visit: Resource Guide for Investment Banking Candidates

Overview

Moelis Private Capital Advisory (PCA) is a global business that provides strategic advisory and distribution to private fund sponsors including primary fundraising, tailored capital raise solutions, and secondary market advisory. Combined with the Firms leading financial sponsor franchise, sector expertise and M&A capabilities, PCA delivers a range of strategic, customized solutions to clients across a wide range of strategies, including buyout, growth, real assets, special situations and sector specific strategies. The Secondary Advisory team at Moelis & Company is global team focused on advising financial sponsors and institutional investors on a wide range of strategic liquidity solutions across the private capital universe. The team works closely with industry and product groups across Moelis to provide relevant market insight, structuring advice, and best-in-class execution to clients. As a member of the team, successful candidates will be responsible for providing advisory, structuring, and execution services to clients with investments across the private capital universe.

                                                                                                                                                           

Position Description:

The Analyst position at Moelis offers exposure to all aspects of the GP-led secondary market including single- and multi-asset continuation vehicles, tender offers, structured preferred equity solutions, and NAV loans, GP stake sales, and various other financing solutions for sponsors and their portfolio companies. The Analyst will work closely with professionals throughout the firm to deliver high quality advice to clients.

 

Responsibilities include:

  • Perform company- and fund-level due diligence, prepare marketing materials (CIMs, Teasers, etc.) and other transaction-related documentation
  • Financial analysis and modeling including LBOs, continuation fund models, waterfalls
  • Assist in managing buy-side investor outreach and due diligence (e.g., sponsor team meetings, management team meetings, on-site diligence visits)
  • Contribution in preparing responses to due diligence requests from potential secondary investors
  • Communicate and collaborate regularly with Moelis industry and financial sponsor coverage team members
  • Maintain databases of secondary market transactions, buy-side investors (profiles, strategies, investment preferences), broader market data to assist with marketing materials
  • Communicate regularly with buy-side investors (secondary investors, family offices, SWFs, insurance firms, FoFs, asset managers, etc.)
  • Conduct secondary market research including identifying trends in the alternatives investment industries
  • Conducting ad hoc industry research

 

Qualifications:

Candidates for the Analyst position should exhibit a strong history of academic achievement as well as possess the following attributes:

  • Minimum of 1-2 years post-college financial services experience (investment banking, private equity, consulting, transaction services, etc.)
  • Undergraduate degree; focus in finance, business, accounting, economics, mathematics is preferred
  • Understanding of the private equity and secondaries industry
  • Knowledge of basic accounting and financial concepts; ability to analyze and value businesses
  • A drive for results, and ability to perform well under pressure and against tight deadlines
  • Team player mentality, and ability to effectively interact with a wide variety of internal groups and clients
  • Strong multi-tasking skills
  • Excellent analytical and presentation skills
  • Exceptional Microsoft Office suite (Excel a must) and financial reporting skills

We are an Equal Opportunity Employer. Applicants are considered for employment opportunities without regard to race, age, religion, color, sex (including pregnancy and gender identity), parental status, national origin, marital status, veteran status, sexual orientation, political affiliation, citizenship status, genetic information (including family medical history), disability (in compliance with the Americans with Disabilities Act and any other applicable law), or any other characteristic or status protected under any applicable US, state or other law. This policy applies to all terms and conditions of employment, including recruitment and hiring, appraisal systems, promotions, and training.

Apply now

SIMILAR OPPORTUNITIES

No similar opportunities available at the moment.

Investment Banking Analyst, Private Capital Advisory - New York

Compensation

Not specified

City: New York City

Country: United States

Moelis logo
Investment Banking

24 days ago

No clicks

at Moelis

ExperiencedNo visa sponsorship

Moelis' Private Capital Advisory team is seeking an Analyst to support GP-led secondary market advisory, including continuation vehicles and other financing solutions for sponsors and their portfolio companies. Responsibilities include due diligence, preparing marketing materials, and conducting financial analysis and modeling (LBOs, continuation funds, waterfalls). The Analyst will assist in sponsor outreach, manage diligence responses, and maintain market data and databases to support client materials, while collaborating with Moelis' industry and sponsor coverage teams.

Full Job Description

We are passionate about our business and our culture, and are seeking individuals with that same drive.

Your application will not be considered if you have not completed the Suited assessment and shared your score with Moelis. Additional information about the assessment below. This is a requirement for the application process. 

Moelis has partnered with the screening platform Suited to help us better understand our applicants. Suited uses assessments to holistically and objectively understand what makes you unique. In addition to your academic background and experience, the traits and competencies captured by these assessments are predictive of on-the-job success, while reducing bias in the screening process.

Complete the Suited assessment here.

To learn more about the assessments, please visit: Resource Guide for Investment Banking Candidates

Overview

Moelis Private Capital Advisory (PCA) is a global business that provides strategic advisory and distribution to private fund sponsors including primary fundraising, tailored capital raise solutions, and secondary market advisory. Combined with the Firms leading financial sponsor franchise, sector expertise and M&A capabilities, PCA delivers a range of strategic, customized solutions to clients across a wide range of strategies, including buyout, growth, real assets, special situations and sector specific strategies. The Secondary Advisory team at Moelis & Company is global team focused on advising financial sponsors and institutional investors on a wide range of strategic liquidity solutions across the private capital universe. The team works closely with industry and product groups across Moelis to provide relevant market insight, structuring advice, and best-in-class execution to clients. As a member of the team, successful candidates will be responsible for providing advisory, structuring, and execution services to clients with investments across the private capital universe.

                                                                                                                                                           

Position Description:

The Analyst position at Moelis offers exposure to all aspects of the GP-led secondary market including single- and multi-asset continuation vehicles, tender offers, structured preferred equity solutions, and NAV loans, GP stake sales, and various other financing solutions for sponsors and their portfolio companies. The Analyst will work closely with professionals throughout the firm to deliver high quality advice to clients.

 

Responsibilities include:

  • Perform company- and fund-level due diligence, prepare marketing materials (CIMs, Teasers, etc.) and other transaction-related documentation
  • Financial analysis and modeling including LBOs, continuation fund models, waterfalls
  • Assist in managing buy-side investor outreach and due diligence (e.g., sponsor team meetings, management team meetings, on-site diligence visits)
  • Contribution in preparing responses to due diligence requests from potential secondary investors
  • Communicate and collaborate regularly with Moelis industry and financial sponsor coverage team members
  • Maintain databases of secondary market transactions, buy-side investors (profiles, strategies, investment preferences), broader market data to assist with marketing materials
  • Communicate regularly with buy-side investors (secondary investors, family offices, SWFs, insurance firms, FoFs, asset managers, etc.)
  • Conduct secondary market research including identifying trends in the alternatives investment industries
  • Conducting ad hoc industry research

 

Qualifications:

Candidates for the Analyst position should exhibit a strong history of academic achievement as well as possess the following attributes:

  • Minimum of 1-2 years post-college financial services experience (investment banking, private equity, consulting, transaction services, etc.)
  • Undergraduate degree; focus in finance, business, accounting, economics, mathematics is preferred
  • Understanding of the private equity and secondaries industry
  • Knowledge of basic accounting and financial concepts; ability to analyze and value businesses
  • A drive for results, and ability to perform well under pressure and against tight deadlines
  • Team player mentality, and ability to effectively interact with a wide variety of internal groups and clients
  • Strong multi-tasking skills
  • Excellent analytical and presentation skills
  • Exceptional Microsoft Office suite (Excel a must) and financial reporting skills

We are an Equal Opportunity Employer. Applicants are considered for employment opportunities without regard to race, age, religion, color, sex (including pregnancy and gender identity), parental status, national origin, marital status, veteran status, sexual orientation, political affiliation, citizenship status, genetic information (including family medical history), disability (in compliance with the Americans with Disabilities Act and any other applicable law), or any other characteristic or status protected under any applicable US, state or other law. This policy applies to all terms and conditions of employment, including recruitment and hiring, appraisal systems, promotions, and training.

SIMILAR OPPORTUNITIES

No similar opportunities available at the moment.