Investment Banking Analyst, Private Funds Advisory (Secondaries) - New York Job at Moelis & Co., New York, NY

bTBwZGpLVkZPU05EVTB4R2NtMGNHVm5ISlE9PQ==
  • Moelis & Co.
  • New York, NY

Job Description

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 pregnancy), national origin, marital status, veteran status, sexual orientation, political affiliation, citizenship status, genetic information, 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. Moelis & Co.

Job Tags

Similar Jobs

Fisher Industries

Volumetric Truck Driver - Class A or B CDL Job at Fisher Industries

 ...company, visit our website at PRIMARY SCOPE The Volumetric Truck Driver will be responsible for delivery and batch mixing of...  ...understanding of customer needs and provide superior service Wash any left-over concrete from truck prior to leaving job follow up... 

Busch Products, Inc

Tile and Backsplash Installer (Experienced and Helpers) Job at Busch Products, Inc

Company Overview Busch Products has been serving Central New York and beyond for over 30 years. Starting as a Solid Surface Fabricator and quickly became the largest Solid Surface Fabricator in Central New York - and a leader in the industry. Installing High-End Premier...

Marriott International, Inc

Security and Safety Officer Job at Marriott International, Inc

 ...hour Job Number 25012933 Job Category Loss Prevention & Security Location Wailea Beach Resort - Marriott Maui, 3700 Wailea...  ...: High school diploma or G.E.D. equivalent. Related Work Experience: No related work experience. Supervisory Experience: No supervisory... 

Newport Associates

Virtual Trip Consultant- Work from Home Job at Newport Associates

 ...the prospect of gaining new skills while working remotely? We're seeking enthusiastic...  ...universities, and event planners. Client Consultation: Engage with clients to understand...  ...accommodate clients' needs. Ongoing Education: Participate in training sessions to keep... 

Jobot

HVAC Systems Training Specialist (Hiring Immediately) Job at Jobot

 ...HVAC Career Training This Jobot Job is hosted by: Dexter Dionio Are you a fit? Easy Apply now by clicking the Apply button and sending us your resume. Salary: $27 - $27.5 per hour A bit about us: Are you passionate about Refrigeration and HVAC? We offer...