Investment Banking Analyst – Capital Structure Advisory, Dallas

Moelis & Company • Dallas, TX

7d

About The Position

Moelis & Company’s Capital Structure Advisory (CSA) Group advises clients on complex capital structure matters, including liquidity enhancement, capital structure optimization, liability management, recapitalizations and restructurings. The Group works with publicly listed companies, financial sponsors and sponsor-owned businesses, institutional investors, boards and special committees, creditors, governments and other stakeholders. It helps clients evaluate and execute alternatives in both out-of-court and in-court situations, combining capital structure expertise with financial analysis and transaction execution. Working closely with the Firm’s industry bankers, capital markets specialists and M&A advisors, the team delivers integrated advice tailored to clients’ financial positions and strategic objectives.

The firm is seeking an experienced Analyst to join its Capital Structure Advisory team in Dallas, Texas. The role supports assignments involving companies facing liquidity constraints, refinancing needs and complex capital structure challenges, as well as creditors and other stakeholders evaluating alternatives. Work includes financial modeling, liquidity and credit analysis, valuation, and research into debt instruments and restructuring transactions. The Analyst prepares client materials and works closely with Associates and senior bankers to evaluate alternatives and support transaction execution.

Requirements

• Relevant investment banking, restructuring, leveraged finance, credit or related financial advisory experience.
• Strong financial modeling, accounting and valuation skills, including the ability to analyze financial statements, cash flows and capital structures.
• Foundational understanding of debt instruments, credit metrics and corporate finance.
• Intellectual curiosity and a genuine interest in credit markets, liability management and complex financial situations.
• Strong attention to detail, sound judgment and problem-solving skills, with the ability to deliver accurate work under tight deadlines.
• Clear written and verbal communication skills and the ability to collaborate effectively with internal teams, clients and external advisors.
• Strong Excel and PowerPoint skills.
• Undergraduate degree required.

Nice To Haves

• Exposure to capital structure advisory or distressed situations.
• Familiarity with restructuring processes and creditor priorities.
• Familiarity with financial research and market data platforms.
• Undergraduate focus in finance, business, accounting, economics, mathematics, engineering or a related discipline.

Responsibilities

• Build and maintain operating forecasts, cash flow projections and liquidity analyses to assess financial performance, funding requirements and downside scenarios.
• Analyze debt instruments, maturities, interest obligations, collateral and covenant provisions to assess debt capacity and refinancing risk.
• Prepare enterprise valuation, capital structure waterfall and creditor recovery analyses under alternative transaction and restructuring scenarios.
• Support evaluation of liability management transactions, recapitalizations, capital raises, asset sales, and in-court and out-of-court restructurings.
• Research company performance, debt trading levels, credit markets and precedent restructuring transactions to inform client recommendations.
• Prepare client presentations, financial analyses and supporting materials that communicate capital structure issues and available alternatives.
• Assist with due diligence, data rooms, information requests and process trackers; coordinate deliverables with internal teams, clients, legal counsel and other advisors.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level