Vice President, Investment Banking

ilani • New York, NY

1d • Onsite

About The Position

We are passionate about our business and our culture, and are seeking individuals with that same drive. The role involves directing and managing a wide variety of quantitative analyses, developing investment scenarios and corresponding presentation/prospectus material, and coordinating marketing for public private securities offerings. The position leverages the Firm’s capital markets, proprietary research and analytical capabilities to provide top-notch investment, risk advisory, merger & acquisition and capital markets services. It also requires monitoring relevant transactions, capital market trends, and financial information in the financial sector. The Vice President will work directly with Executive Directors and Managing Directors in all facets of business, including marketing, transaction evaluation and transaction processing, as well as oversee and mentor lower-level subordinates.

Requirements

• Master’s degree in Business Administration, Economics, Finance, Accounting or related field, plus three (3) years of financial management or related analysis experience in the private equity, secondaries or investment banking industry.
• Experience in performing financial research and analysis.
• Experience executing capital markets transactions.
• Experience performing research and valuation analysis.
• Experience with debt and equity offerings.
• Experience with debt and equity transactions.
• Experience monitoring relevant transactions and market conditions.
• Experience creating client-specific financial models.
• Experience building and maintaining client relationships.
• Alternatively, a Bachelor’s degree in Business Administration, Economics, Finance, Accounting or related field, plus five (5) years of financial management or related analysis experience in the private equity, secondaries or investment banking industry.
• Experience must include (2) years of experience in creating client and pitch presentations including marketing materials.
• Experience managing or supervising junior level staff or team members.
• Knowledge of capital markets (public and private).
• Knowledge of S&P Capital IQ, Bloomberg and FactSet.
• Experience using Microsoft Office including Excel, PowerPoint and Word.
• Knowledge of accounting principles and financial statement accounts.
• Must have Series 7 and 63 licenses.

Responsibilities

• Perform company and fund-level due diligence, preparing marketing materials (CIMs, Teasers, etc.) and other transaction-related documentation.
• Responsible for financial analysis and modeling including LBOs (leverage buyouts), 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).
• Contribute to 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.
• Conduct ad hoc industry research.
• Support all origination and project management activities, including marketing to, and due diligence of, prospective mandates, contribution to client selection discussions, drafting offering materials, virtual data rooms, and pitch books for private equity fund mandates.
• Develop tailored marketing strategies, focused on securing the optimal investor base for a given client.
• Respond to quantitative and qualitative Limited Partner (LP) inquiries.
• Perform private equity market research and trend analysis for both internal and external use.
• Work with the distribution team to develop conversion strategies on an investor-by-investor basis.
• Interact closely with General Partners (GP) on all GP advisory activities, including fund terms, market positioning, investor materials, due diligence documentation, and overall fundraising strategies.
• Support new business development by identifying strong GP prospects and developing outreach efforts that will competitively position the firm to win mandates.

Benefits

• Equal Opportunity Employer status
• Consideration 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.

What This Job Offers

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