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
