Investment Banking Analyst, Private Capital Advisory - New York
About The Position
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 Firm’s 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, credit, 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.
Requirements
- 0-2 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
Responsibilities
- 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
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
