Associate, Investment Banking - Consumer & Retail, New York City

Moelis & Company

$175K — $225K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 5-7 years of experience in Investment Banking or related fields
  • Strong analytical and presentation skills
  • Solid understanding of accounting and financial concepts
  • Proven ability to work under pressure and meet deadlines
  • Team-oriented mindset with strong interpersonal skills
  • Advanced proficiency in Microsoft Excel and financial reporting
  • Undergraduate degree in finance, business, accounting, economics, or mathematics preferred

Responsibilities

  • Conduct financial analysis and modeling for client projects
  • Lead and manage a team of analysts
  • Create and prepare client-facing presentations
  • Collaborate with senior bankers on project strategies
  • Engage with clients to understand their needs and objectives
  • Ensure timely completion of tasks and projects
  • Oversee ongoing financial reporting and valuation processes

Benefits

  • Opportunity to work in a fast-paced, dynamic environment
  • Exposure to high-profile clients in the Consumer & Retail sector
  • Collaborative team culture emphasizing leadership development
  • Access to extensive training and professional growth opportunities
Full Job Description
We are currently seeking an experienced Associate to join our Consumer & Retail practice in New York.

Moelis Associates are expected to assume significant levels of responsibility requiring intellectual curiosity, leadership and analytical aptitude. The day-to-day responsibilities of an Associate include: financial analysis and modeling, managing a team, preparing client presentations and interacting with senior bankers and clients. A sophisticated level of interpersonal skill is required.

Ideal candidates must also possess:
  • Excellent analytical and presentation skills
  • Knowledge of basic accounting and financial concepts; ability to analyze and value businesses
  • Experience in Investment Banking (corporate finance/M&A) or equivalent
  • 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 clientsStrong multi-tasking skills
  • Exceptional Microsoft Office suite (Excel a must) and financial reporting skil
  • Undergraduate degree; focus in finance, business, accounting, economics, mathematics is preferred


Expected Salary Range USD: $175,000 - $225,000

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