Associate, Investment Banking - Private Capital Advisory

Moelis • New York, NY

196d • $200,000

About The Position

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.

Requirements

• Minimum of 3-5 years post-college financial services experience
• Understanding of the private equity industry and secondaries industry
• 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

• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Industry: Securities, Commodity Contracts, and Other Financial Investments and Related Activities
• Education Level: Bachelor's degree
• Number of Employees: 501-1,000 employees