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Job Details

Moelis logo
Investment Banking

Investment Banking Analyst, Technology – New York City

at Moelis

ExperiencedNo visa sponsorship

Posted 16 days ago

No clicks

Moelis is seeking an experienced Analyst to join its Technology financial advisory team in New York City. The role involves financial analysis and modeling, company and industry research, preparing client presentations, and supporting senior bankers and clients on origination and execution activities. Responsibilities include building valuation models (comps, DCF, M&A analysis), preparing deal documentation and approval materials, and conducting portfolio and risk/return reviews. The position requires strong analytical and Excel skills, multi-tasking ability, and a collaborative team orientation; an undergraduate degree with a finance-related focus is preferred.

Compensation
$110,000 – $135,000 USD

Currency: $ (USD)

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.

We are currently seeking an experienced Analyst to join our Technology financial advisory team in New York City. Moelis Analysts are expected to assume significant levels of responsibility requiring intellectual curiosity, motivation and analytical aptitude. Day-to-day responsibilities of an Analyst include: financial analysis and modeling, company and industry research, preparing client presentations and interacting with senior bankers and clients. 

 

Primary Responsibilities:

  • Supports senior managers in origination activities including (but not limited to): preparing historical and projected financial statements, provide analysis of financial implications of mergers and acquisitions and conducting public & private valuation analysis for major corporations

  • Involved in execution activities, including basic responsibilities such as data gathering, analysis and material preparation, as well as taking responsibility for managing standard processes such as preparing deal documentation

  • Builds and applies valuation models based on financial research & analysis including comparable company analysis, discounted cash flow analysis and comparable acquisitions analysis

  • Prepares analytical materials to support necessary credit, compliance, engagement committee and balance sheet approvals

  • Conducts corporate operations reviews, portfolio analytic reviews and prepare risk/return valuations

  • Gathers and processes market share data and shareholder and investor profile

 

Required Skills & Experience:

  • Results driven and able to perform well under pressure and against tight deadlines

  • Strong analytical and numerical skills that put you at ease with financial data

  • Proven team player who is able to effectively interact with a wide variety of internal groups and clients

  • Strong multi-tasking skills

  • Strong Microsoft Office suite (Excel a must) and financial reporting skills

 

Education:

  • Undergraduate degree; focus in finance, business, accounting, economics, mathematics is preferred

 

Expected Salary Range USD $110,000 - $135,000

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.

Job Details

Moelis logo
Investment Banking

16 days ago

clicks

Investment Banking Analyst, Technology – New York City

at Moelis

ExperiencedNo visa sponsorship

$110,000 – $135,000

USD

City: New York City

Country: United States

Moelis is seeking an experienced Analyst to join its Technology financial advisory team in New York City. The role involves financial analysis and modeling, company and industry research, preparing client presentations, and supporting senior bankers and clients on origination and execution activities. Responsibilities include building valuation models (comps, DCF, M&A analysis), preparing deal documentation and approval materials, and conducting portfolio and risk/return reviews. The position requires strong analytical and Excel skills, multi-tasking ability, and a collaborative team orientation; an undergraduate degree with a finance-related focus is preferred.

Full Job Description

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

We are currently seeking an experienced Analyst to join our Technology financial advisory team in New York City. Moelis Analysts are expected to assume significant levels of responsibility requiring intellectual curiosity, motivation and analytical aptitude. Day-to-day responsibilities of an Analyst include: financial analysis and modeling, company and industry research, preparing client presentations and interacting with senior bankers and clients. 

 

Primary Responsibilities:

  • Supports senior managers in origination activities including (but not limited to): preparing historical and projected financial statements, provide analysis of financial implications of mergers and acquisitions and conducting public & private valuation analysis for major corporations

  • Involved in execution activities, including basic responsibilities such as data gathering, analysis and material preparation, as well as taking responsibility for managing standard processes such as preparing deal documentation

  • Builds and applies valuation models based on financial research & analysis including comparable company analysis, discounted cash flow analysis and comparable acquisitions analysis

  • Prepares analytical materials to support necessary credit, compliance, engagement committee and balance sheet approvals

  • Conducts corporate operations reviews, portfolio analytic reviews and prepare risk/return valuations

  • Gathers and processes market share data and shareholder and investor profile

 

Required Skills & Experience:

  • Results driven and able to perform well under pressure and against tight deadlines

  • Strong analytical and numerical skills that put you at ease with financial data

  • Proven team player who is able to effectively interact with a wide variety of internal groups and clients

  • Strong multi-tasking skills

  • Strong Microsoft Office suite (Excel a must) and financial reporting skills

 

Education:

  • Undergraduate degree; focus in finance, business, accounting, economics, mathematics is preferred

 

Expected Salary Range USD $110,000 - $135,000

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.