Investment Banking Associate 3

Moelis & Company; Los Angeles (CA); On-site; USD 203,000 - 248,000; Full time

Job summary

Moelis & Company in Los Angeles seeks a financial professional to manage complex M&A and restructuring transactions, including research, modeling, company valuations, and preparation of offering memoranda and client presentations.

The role requires analyzing industry data, regulatory developments, and economic trends to support investment opportunities, and provides mentorship to analysts while coordinating with senior executives.

Qualifications

• Bachelor’s degree in business, economics, finance, accounting, mathematics or related field required.
• Strong knowledge of M&A, capital markets, and financial analysis.
• Proficiency with Excel, PowerPoint and Word; familiarity with regulatory filings.

Responsibilities

• Oversee research and financial analysis of M&A and restructuring transactions; prepare memoranda and client presentations.
• Construct detailed financial models and valuations for M&A transactions.
• Gather industry, regulatory, and economic data for forecasting.
• Provide in-depth quantitative analysis for business and economic forecasting.
• Identify market trends and regulatory changes to secure opportunities.
• Review legal documents for transaction significance and compliance.
• Engage in data gathering and preparation for deal documentation.
• Prepare materials to support credit, compliance and board approvals.
• Interpret data on price, yield and investment risks.
• Interact with clients and mentor analysts performing research.

Skills

M&A experience

Capital markets knowledge

Financial modeling

Excel/PowerPoint/Word

SIE/Series 7/79 licenses

S&P Capital IQ/Bloomberg/FactSet

Education

Bachelor’s degree in Business Administration, Economics, Finance, Accounting, Mathematics or related field

Tools

S&P Capital IQ

Bloomberg

FactSet

Job description

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

Job Duties

• Manage complex M&A and restructuring transactions including but not limited to overseeing research and financial analysis of financial implications of mergers and acquisitions, preparation of all offering memoranda and transaction related documents, management and client presentations, data room preparation management, and due diligence process and valuation.
• Construct detailed and sophisticated financial models, company valuations and mergers and acquisition transactions comparisons based on research findings and client analysis.
• Gather industry, regulatory, and economic information, company financial statements, financial periodicals and publications in order to extract relevant data for financial forecasting.
• Provide in-depth quantitative financial analysis as it pertains to business, industry and economic forecasting.
• Identify emerging market trends and regulatory changes within the investment and advisory domains and develop strategies to secure investment opportunities and expand the firm’s presence within the market.
• Review credit documents, merger documents and other legal documents for purposes of analyzing and understanding various transactional-related issues and considerations.
• Engage in execution activities, including basic responsibilities such as data gathering (industry, regulatory, and economic information), in-depth analysis and material preparation (company financial statements (historical and projected), financial periodicals and publications), as well as taking responsibility for managing standard processes such as preparing deal documentation.
• Prepare analytical materials to support necessary credit, compliance, engagement committee and balance sheet approvals.
• Interpret data concerning price, yield, stability, and future trends in investment risks and economic influences relevant to investments.
• Conduct corporate operations reviews, portfolio analytic reviews and prepare risk/return valuations and board presentations.
• Gather and process market share data and shareholder and investor profiles.
• Interact closely with clients, particularly with client senior management teams.
• Provide mentorship and supervision to Analysts performing research and analysis on transactions.

Job Requirements

• Requires a Bachelor’s degree in Business Administration, Economics, Finance, Accounting, Mathematics or related field, plus two (2) years of financial analysis or related analysis experience in the investment banking industry, including experience performing financial modeling; performing business valuation analysis; corporate finance; preparing client presentations; transaction structuring and legal documentation review and analysis; and sector-specific benchmarking and strategic research and insights.
• *Specific skills: Also requires experience or knowledge in the following: 1) Experience in M&A; 2) Knowledge of S&P Capital IQ, Bloomberg and FactSet; 3) Experience using Microsoft Office including Excel, PowerPoint and Word; 4) Knowledge of accounting principles and financial statements; 5) Knowledge of regulatory filing and compliance; and 6) Knowledge of transaction due diligence including process management and analytical framework(s) *Any level of experience or knowledge in the specific skills is acceptable.
• Must have SIE, and Series 7 and 79 licenses.

The salary for this position is expected to be $225,000 per year. Base pay is based on market location & may vary based on experience, skills, education & other job-related reasons.

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.

We do not accept unsolicited resumes from search firms or staffing agencies. Any resume submitted (a) without the prior written approval from the Head of Recruiting or (b) to anyone at the Firm other than the Head of Recruiting will be deemed unsolicited. The Firm will not be obligated to pay any fee, commission, or other compensation in connection with any such submission, regardless of any prior communications or agency terms. Only agencies formally engaged by the Head of Recruiting for a specific search may submit candidates for consideration. Thank you for respecting our recruiting process.

Moelis & Company (“Moelis”) is a leading global independent investment bank that provides innovative strategic advice and solutions to a diverse client base, including corporations, governments and financial sponsors. The Firm assists its clients in achieving their strategic goals by offering comprehensive integrated financial advisory services across all major industry sectors. Moelis’s experienced professionals advise clients on their most critical decisions, including mergers and acquisitions, recapitalizations and restructurings, capital markets transactions, and other corporate finance matters. The Firm serves clients from locations across North and South America, Europe, the Middle East, and Asia-Pacific. For further information, please visit: www.moelis.com.