Analyst, Investment Banking – Capital Markets (New York)
About The Position
Moelis & Company’s Capital Markets Group structures and executes customized financing solutions and advises clients on all aspects of public and private debt and equity transactions. The Group provides independent, objective financing advice across a broad range of situations, including buyouts, growth capital, platform formation, refinancings, restructurings, recapitalizations, project financing, public company financings, and IPOs. Across public and private transactions, the Group advises clients on preparation, positioning, valuation, investor messaging, and end-to-end execution of the financing process. Our independence and objectivity, coupled with direct and long-standing institutional buy-side relationships, inform our market views and strengthen the quality of our execution, leading to successful transactions for our clients. Representative product areas include: Debt products: ABL, public and private term loans / unitranche, DIP / exit financing, investment grade debt, high yield bonds, mezzanine debt, and other bespoke credit solutions. Equity and equity-linked products: IPOs, convertible debt, structured equity, preferred equity, PIPEs, corporate and portfolio company recapitalizations, follow-on and public company financings, and Board of Directors advisory. The Group maintains direct dialogue with a wide range of institutional investors, including private equity sponsors, venture capital firms, hedge funds, alternative asset managers, bank and non-bank lenders, sovereign wealth and pension funds, family offices, and other capital providers, to ensure the appropriate capital pool can be accessed for our clients.
Requirements
- Strong analytical, financial modeling, valuation, and presentation skills.
- Ability to analyze businesses, financial statements, and financing alternatives.
- Solid understanding of accounting, corporate finance, and capital markets, including valuation, capital structure, and equity and debt financing concepts.
- Relevant investment banking or financial services experience.
- Interest in public markets and familiarity with institutional investors and the broader financing landscape.
- Ability to produce accurate, high-quality work under tight deadlines and in high-pressure environments.
- Intellectual curiosity, sound judgment, attention to detail, and strong problem-solving skills.
- Strong written and verbal communication skills; ability to work effectively with internal teams, clients, and external parties.
- Team-oriented with the ability to manage multiple assignments and competing priorities simultaneously.
- Strong Excel and PowerPoint skills.
- Undergraduate degree required; finance, business, accounting, economics, mathematics, engineering, or a related field preferred.
Nice To Haves
- Exposure to capital markets transactions preferred.
- Familiarity with market data and research tools such as Bloomberg, Capital IQ, FactSet, Dealogic, or similar platforms is a plus.
Responsibilities
- Perform financial analysis and modeling to assess valuation, pro forma capitalization, dilution, leverage, and liquidity.
- Support the evaluation of debt, equity, and equity-linked financing alternatives.
- Monitor capital markets conditions, investor sentiment, trading performance, and comparable transactions to support client advice and transaction execution.
- Prepare client presentations, investor materials, and other transaction documentation, including company overviews, investment highlights, and financing analyses.
- Assist with marketing processes, investor research, data room maintenance, and diligence requests.
- Maintain process timelines, trackers, and transaction materials.
- Support coordination across clients, senior bankers, investors, lenders, legal counsel, and other parties to help ensure timely completion of transaction deliverables.
- Analyze companies, industries, shareholder profiles, and institutional investors to support origination, positioning, and investor targeting.
Benefits
- Equal Opportunity Employer
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Entry Level
