Analyst, Investment Banking - Capital Markets

Moelis & Company

Posted 22 days ago

Full Time

New York, New York

In Person

Smart Summary

Responsibilities

Analysts perform financial analysis and modeling to support the evaluation of financing alternatives and transaction execution. They also prepare client presentations, conduct market research, and coordinate with various parties to ensure timely completion of deliverables.

Qualifications

You have strong analytical, financial modeling, and presentation skills, with a solid understanding of accounting, corporate finance, and capital markets. Relevant investment banking or financial services experience is required, along with excellent written and verbal communication skills and the ability to work effectively under pressure.

Must Have Skills for ATS

Financial modeling

Valuation

Financial analysis

Corporate finance

Capital markets

Debt financing

Equity financing

IPO

Bloomberg

Capital IQ

FactSet

Dealogic

Excel

PowerPoint

Job Description

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

About the Group

Moelis & Company’s Capital Markets Group structures and executes customized financing solutions and advises clients on all aspects of public and private debt and equity transactions. The Group provides independent, objective financing advice across a broad range of situations, including buyouts, growth capital, platform formation, refinancings, restructurings, recapitalizations, project financing, public company financings, and IPOs. 1

Across public and private transactions, the Group advises clients on preparation, positioning, valuation, investor messaging, and end-to-end execution of the financing process. Our independence and objectivity, coupled with direct and long-standing institutional buy-side relationships, inform our market views and strengthen the quality of our execution, leading to successful transactions for our clients.


Representative product areas include:

  • Debt products: ABL, public and private term loans / unitranche, DIP / exit financing, investment grade debt, high yield bonds, mezzanine debt, and other bespoke credit solutions.
  • Equity and equity-linked products: IPOs, convertible debt, structured equity, preferred equity, PIPEs, corporate and portfolio company recapitalizations, follow-on and public company financings, and Board of Directors advisory.

The Group maintains direct dialogue with a wide range of institutional investors, including private equity sponsors, venture capital firms, hedge funds, alternative asset managers, bank and non-bank lenders, sovereign wealth and pension funds, family offices, and other capital providers, to ensure the appropriate capital pool can be accessed for our clients.


For more information, please refer to the Moelis Capital Markets page.


Role Overview:

Analysts are expected to demonstrate intellectual curiosity, sound judgment, analytical rigor, and strong communication skills. The day-to-day responsibilities of an Analyst in Moelis & Company’s Capital Markets Group include performing financial analysis and modeling, supporting the evaluation of financing alternatives, preparing client and investor presentations, conducting company and market research, and working closely with senior bankers to support transactions from mandate through closing.


Key Responsibilities:

  • Financial analysis and financing alternatives: Build and maintain financial models to assess valuation, pro forma capitalization, dilution, leverage, and liquidity; support the evaluation of debt, equity, and equity-linked financing alternatives.
  • Market research and analysis: Monitor capital markets conditions, investor sentiment, trading performance, and comparable transactions to support client advice and transaction execution.
  • Transaction materials: Prepare client presentations, investor materials, and other transaction documentation, including company overviews, investment highlights, and financing analyses.
  • Execution support: Assist with marketing processes, investor research, data room maintenance, and diligence requests; maintain process timelines, trackers, and transaction materials.
  • Deal coordination: Support coordination across clients, senior bankers, investors, lenders, legal counsel, and other parties to help ensure timely completion of transaction deliverables.
  • Company and investor research: Analyze companies, industries, shareholder profiles, and institutional investors to support origination, positioning, and investor targeting.

Qualifications:

  • Strong analytical, financial modeling, valuation, and presentation skills; ability to analyze businesses, financial statements, and financing alternatives.
  • Solid understanding of accounting, corporate finance, and capital markets, including valuation, capital structure, and equity and debt financing concepts.
  • Relevant investment banking or financial services experience; exposure to capital markets transactions preferred.
  • Interest in public markets and familiarity with institutional investors and the broader financing landscape.
  • Ability to produce accurate, high-quality work under tight deadlines and in high-pressure environments.
  • Intellectual curiosity, sound judgment, attention to detail, and strong problem-solving skills.
  • Strong written and verbal communication skills; ability to work effectively with internal teams, clients, and external parties.
  • Team-oriented with the ability to manage multiple assignments and competing priorities simultaneously.
  • Strong Excel and PowerPoint skills; familiarity with market data and research tools such as Bloomberg, Capital IQ, FactSet, Dealogic, or similar platforms is a plus.
  • Undergraduate degree required; finance, business, accounting, economics, mathematics, engineering, or a related field preferred.

Expected Salary Range: $110,000 - $135,000

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 & 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, secondary transactions and primary fundraising, 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.
Runway Icon
Boost Your Interview Chances

With Runway

See Your Fit for This Role

1-5 min

Your Score

?

Top Applicants

90%

Your Job Search Advantage

Key Gaps & Next Steps:

Address these in your resume & Interview

Top Strengths For This Role

Highlight these in your cover letter & interview

Your Interview Guide

A Personalized Interview Strategy

Freshest Opportunities

Never Miss a Good Fit

Get notified when jobs mach your criteria