Hybrid Associate, Investment Banking - Private Funds Advisory Group (Secondaries) at Moelis & Company

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

Overview

The Private Funds Advisory team at Moelis & Company is a leading capital raiser and strategic advisor to global alternative investment managers.  Our clients include general partners pursuing a wide spectrum of investment strategies such as buyout, growth equity, venture, distressed/turnaround, infrastructure, mezzanine, credit, and real assets.  

Position Description:

The Associate position at Moelis offers exposure to all aspects of the alternative investment capital raising business and provides a close vantage point to our fund manager clients and senior professionals within Moelis.

Responsibilities include:

• Assisting with evaluation of potential fundraising opportunities by conducting due diligence (analyzing clients’ investment portfolios, investment strategy and quality of management team)

• Preparing marketing materials such as investor presentations, offering memoranda and financial models

• Coordinating investor roadshows and providing client support throughout the fundraise

• Managing online dataroom for fundraising campaigns

• Working with senior distribution/sales bankers to carefully track investor feedback

• Completing due diligence requests from investors

• Conducting ad hoc industry research

Qualifications:

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

• Minimum of 3-5 years post-college financial services experience

• Understanding of the private equity 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

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.