Associate, Investment Banking

Moelis & Company•Los Angeles, CA

12d

About The Position

We are passionate about our business and our culture, and are seeking individuals with that same drive. This role involves managing complex M&A and restructuring transactions, constructing detailed financial models, conducting in-depth quantitative financial analysis, identifying market trends, and interacting closely with clients. The Associate will also provide mentorship and supervision to Analysts.

Requirements

Bachelor’s degree in Business Administration, Economics, Finance, Accounting, Mathematics or related field
Two (2) years of financial analysis or related analysis experience in the investment banking industry
Experience performing financial modeling
Experience performing business valuation analysis
Experience in corporate finance
Experience preparing client presentations
Experience in transaction structuring and legal documentation review and analysis
Experience in sector-specific benchmarking and strategic research and insights
Experience in M&A
Knowledge of S&P Capital IQ, Bloomberg and FactSet
Experience using Microsoft Office including Excel, PowerPoint and Word
Knowledge of accounting principles and financial statements
Knowledge of regulatory filing and compliance
Knowledge of transaction due diligence including process management and analytical framework(s)
SIE, and Series 7 and 79 licenses

Responsibilities

Manage complex M&A and restructuring transactions including overseeing research and financial analysis of financial implications of mergers and acquisitions, preparation of all offering memoranda and transaction related documents, management and client presentations, data room preparation management, and due diligence process and valuation.
Construct detailed and sophisticated financial models, company valuations and mergers and acquisition transactions comparisons based on research findings and client analysis.
Gather industry, regulatory, and economic information, company financial statements, financial periodicals and publications in order to extract relevant data for financial forecasting.
Provide in-depth quantitative financial analysis as it pertains to business, industry and economic forecasting.
Identify emerging market trends and regulatory changes within the investment and advisory domains and develop strategies to secure investment opportunities and expand the firm’s presence within the market.
Review credit documents, merger documents and other legal documents for purposes of analyzing and understanding various transactional-related issues and considerations.
Engage in execution activities, including basic responsibilities such as data gathering (industry, regulatory, and economic information), in-depth analysis and material preparation (company financial statements (historical and projected), financial periodicals and publications), as well as taking responsibility for managing standard processes such as preparing deal documentation.
Prepare analytical materials to support necessary credit, compliance, engagement committee and balance sheet approvals.
Interpret data concerning price, yield, stability, and future trends in investment risks and economic influences relevant to investments.
Conduct corporate operations reviews, portfolio analytic reviews and prepare risk/return valuations and board presentations.
Gather and process market share data and shareholder and investor profiles.
Interact closely with clients, particularly with client senior management teams.
Provide mentorship and supervision to Analysts performing research and analysis on transactions.