Private Capital Advisory Analyst - Fundraising & LPs

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

Job summary

Moelis & Company in New York seeks an Analyst for Moelis Private Capital Advisory (PCA). The role provides exposure to live primary fundraising for flagship funds, first-time funds, separately managed accounts, and co-investment vehicles.

You will work with senior bankers and fund manager clients, gaining insight into GP diligence and LP evaluations. You will prepare fund materials, coordinate roadshows, manage data rooms, and analyze fund terms, fees, and investor feedback.

Qualifications

• Minimum of 1-2 years post-college financial services experience.
• Understanding of the private equity industry and an interest in primary fundraising and institutional LP coverage.
• Highly motivated individual with a strong desire to learn.
• Keen attention to detail.
• Strong analytical and technical skills (including extensive 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.

Responsibilities

• Evaluate potential fundraising mandates by conducting GP due diligence — analyzing the manager's investment portfolio, track record and performance attribution, investment strategy, and quality of the management team
• Prepare fund marketing materials, including investor presentations (PPMs), data books, and financial models, and review fund economics (management fee, carry, GP commitment, key-person and other LPA terms) for accuracy and market positioning
• Coordinate investor roadshows and provide GP client support throughout the fundraising process, from soft-circling through first close, subsequent closes, and final close
• Manage the online dataroom for active fundraising campaigns and control the flow of fund documentation to prospective LPs
• Work with senior distribution/sales bankers to track investor feedback and maintain the LP order book and fundraising pipeline reporting
• Complete due diligence requests from LPs, including responses to due diligence questionnaires (DDQs) and coordination on subscription documents and side letters
• Maintain databases of active and historical fund closings, fund terms and benchmarks, and institutional LP investors (profiles, allocation strategies, and preferences) to support marketing materials and client advice
• Communicate regularly with institutional investors (pension plans, endowments and foundations, SWFs, insurance firms, funds-of-funds, family offices, asset managers, etc.) throughout the fundraise
• Conduct primary market research, including tracking fundraising volumes, fund terms, and LP allocation trends across the alternatives industry
• Conduct ad hoc industry research

Skills

Excel

PowerPoint

Word

Attention to detail

Analytical thinking

Communication skills

Organization and time management

Independent work

Team collaboration

Tools

Microsoft Excel

PowerPoint

Word

Job description

Moelis & Company in New York seeks an Analyst for Moelis Private Capital Advisory (PCA). The role provides exposure to live primary fundraising for flagship funds, first-time funds, separately managed accounts, and co-investment vehicles.

You will work with senior bankers and fund manager clients, gaining insight into GP diligence and LP evaluations. You will prepare fund materials, coordinate roadshows, manage data rooms, and analyze fund terms, fees, and investor feedback.