Analyst, Investment Banking - Private Capital Advisory (LP-Led Secondaries)

Moelis & Company; New York (NY); On-site; USD 110,000 - 135,000; Full time

Job summary

Moelis & Company is seeking an Analyst in New York City to support due diligence and valuation analysis across various LP portfolios. This position involves working closely with senior professionals to deliver high-quality advice to public and private clients.

The ideal candidate should possess a Bachelor's degree, strong analytical skills, and experience with Microsoft Excel. The compensation ranges from USD $110,000 to $135,000 annually.

Qualifications

• Bachelor's degree required; experience in investment banking or financial services preferred.
• Understanding of the private equity industry and interest in the secondaries market.
• Ability to work independently and in a team.

Responsibilities

• Support due diligence and valuation analysis for LP portfolios.
• Assist in preparing marketing materials and transaction documentation.
• Conduct financial analysis and modeling including portfolio valuations.
• Manage buy-side investor outreach and due diligence.
• Maintain databases of market transactions and pricing benchmarks.

Skills

Microsoft Excel

Microsoft PowerPoint

Analytical skills

Communication skills

Attention to detail

Problem-solving

Education

Bachelor's degree

Job description

The Analyst position at Moelis offers exposure to all aspects of the LP‑led secondary market, including single‑fund and multi‑fund LP portfolio sales, structured and preferred equity solutions, deferred and staggered‑closing structures, NAV‑based financings, and other liquidity and portfolio‑management solutions for institutional investors.

The Analyst will work closely with senior professionals throughout the firm to support high quality advice delivered to LP clients as they actively manage and rebalance their private markets programs.

Responsibilities

• Support portfolio-, fund-, and underlying company‑level due diligence and valuation analysis across diversified LP portfolios.
• Assist in preparing marketing materials (portfolio overviews, teasers, data books, etc.) and other transaction‑related documentation.
• Financial analysis and modeling, including LP portfolio valuations, cash flow and NAV projections, pricing analyses, LBOs, and waterfalls.
• Assist in managing buy‑side investor outreach and due diligence (e.g., data room management, GP reference calls, investor Q&A).
• Contribute to preparing responses to due diligence requests from potential secondary buyers and coordinate information flow between selling LPs and prospective purchasers.
• Communicate and collaborate regularly with Moelis' industry and financial sponsor coverage team members.
• Maintain databases of secondary market transactions, LP portfolio pricing benchmarks, buy‑side investors (profiles, strategies, investment preferences), and broader market data to support marketing materials and client advice.
• Communicate regularly with buy‑side investors (dedicated secondary funds, family offices, SWFs, insurance firms, funds‑of‑funds, asset managers, etc.).
• Conduct secondary market research, including tracking LP portfolio pricing, deal volumes, and liquidity trends across the alternatives industry.
• Conduct ad hoc industry research.

Qualifications

• Bachelor's degree required; prior internship or full‑time experience in investment banking, private equity, or financial services preferred.
• Basic understanding of the private equity industry and an interest in the secondaries market and institutional portfolio management.
• Highly motivated individual with a strong desire to learn.
• Keen attention to detail.
• Strong analytical and technical skills (including experience with Microsoft Excel, PowerPoint and Word).
• Ability to think creatively in order to solve problems.
• Excellent communication skills.
• Organized, with good judgment and time management skills.
• Ability to work independently and as part of a broader team.

Compensation

USD $110,000–$135,000

Equal Opportunity Statement

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 any applicable US, state or other law. This policy applies to all terms and conditions of employment, including recruitment and hiring, appraisal systems, promotions, and training.