Investment Banking Analyst, Private Capital Advisory - New York

Overview

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 a 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 market insight, structuring advice, and best-in-class execution to clients. Successful candidates will be responsible for providing advisory, structuring, and execution services to clients with investments across the private capital universe.

Position Description

The Analyst position at Moelis offers exposure to all aspects of the GP-led secondary market, including single- and multi-asset continuation vehicles, tender offers, structured preferred equity solutions, NAV loans, GP stake sales, and various other financing solutions for sponsors and their portfolio companies. The Analyst will work closely with professionals throughout the firm to deliver high-quality advice to clients.

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, and 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), and 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

Qualifications

Candidates for the Analyst position should exhibit a strong history of academic achievement and possess the following attributes:

• 0-2 years post-college financial services experience (investment banking, private equity, consulting, transaction services, etc.)
• Undergraduate degree; focus in finance, business, accounting, economics, or 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 required) and financial reporting skills

Salary Range

$110,000 – $135,000

Application & Equal Opportunity

We are an Equal Opportunity Employer. Applicants are considered 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 applicable law. This policy applies to all terms and conditions of employment, including recruitment and hiring, appraisal systems, promotions, and training.

Your application will not be considered if you have not completed the Suited assessment and shared your score with Moelis. Completion of the Suited assessment is a requirement for the application process. For more information, review the Suited resources and the link to the assessment below.

Complete the Suited assessment.

To learn more about the assessments, please visit: Resource Guide for Investment Banking Candidates.