Investment Banking Analyst, Private Funds Advisory (Secondaries) - New York

Moelis & Company; New York (NY); On-site; USD 80,000 - 120,000; Full time

Job summary

Moelis & Company is seeking an Investment Banking Analyst for its Private Funds Advisory team in New York. The role involves providing strategic advisory, performing due diligence, and collaborating with industry professionals to deliver high-quality advice. Ideal candidates should have 1-2 years of experience and a strong academic background in finance or related disciplines.

Qualifications

• Minimum of 1-2 years of financial services experience.
• Undergraduate degree with a focus in finance or related field preferred.
• Strong understanding of the private equity and secondaries industry.

Responsibilities

• Perform company- and fund-level due diligence, prepare marketing materials.
• Assist in managing buy-side investor outreach and due diligence.
• Contribute in preparing responses to due diligence requests.

Skills

Financial analysis

Modeling

Analytical skills

Presentation skills

Multi-tasking

Education

Undergraduate degree in finance, business, accounting, economics, or mathematics

Tools

Microsoft Office Suite

Job description

Investment Banking Analyst, Private Funds Advisory (Secondaries) - New York page is loaded

Investment Banking Analyst, Private Funds Advisory (Secondaries) - New York

Apply locations New York time type Full time posted on Posted 20 Days Ago job requisition id REQ101661

We are passionate about our business and our culture, and are seeking individuals with that same drive.

Overview

Moelis Private Funds Advisory (“PFA”) 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, PFA delivers a range of strategic, customized solutions to clients across a wide range of strategies, including buyout, growth, real assets, 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.

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, and 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 include:

• 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

Qualifications :

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

• Minimum of 1-2 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

We are an Equal Opportunity Employer. Applicants are considered for employment opportunities without regard to race, age, religion, color, sex (including pregnancyand 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.

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