Associate, Investment Banking - M&A, 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 financial analysis or M&A advisory roles
  • Strong analytical and numerical skills for handling complex financial data
  • Proven collaborative abilities to interact with diverse teams and clients
  • Capable of managing multiple priorities effectively
  • Proficient in Microsoft Office, particularly Excel, and financial reporting

Responsibilities

  • Assist senior managers with the preparation of financial statements for M&A activities
  • Engage in data gathering and material preparation for deal execution
  • Develop and apply valuation models including DCF and comparable analysis
  • Prepare materials for credit and compliance approvals
  • Conduct corporate operations and portfolio reviews with risk evaluations
  • Analyze market share data and investor profiles

Benefits

  • Opportunities for professional growth and skill development
  • Collaborative and inclusive work culture
  • Exposure to high-profile financial transactions
  • Participation in a driven and passionate team
  • Commitment to equal opportunity in the workplace
Full Job Description
We are currently seeking an experienced Associate to join our Mergers & Acquisitions financial advisory practice in New York.

Moelis Associates are expected to assume significant levels of responsibility requiring intellectual curiosity, motivation and analytical aptitude. Day-to-day responsibilities of an Associate include: financial analysis and modeling, company and industry research, preparing client presentations and interacting with senior bankers and clients.

Primary Responsibilities:
  • Supports senior managers in origination activities including (but not limited to): preparing historical and projected financial statements, provide analysis of financial implications of mergers and acquisitions and conducting public & private valuation analysis for major corporations
  • Involved in execution activities, including basic responsibilities such as data gathering, analysis and material preparation, as well as taking responsibility for managing standard processes such as preparing deal documentation
  • Builds and applies valuation models based on financial research & analysis including comparable company analysis, discounted cash flow analysis and comparable acquisitions analysis
  • Prepares analytical materials to support necessary credit, compliance, engagement committee and balance sheet approvals
  • Conducts corporate operations reviews, portfolio analytic reviews and prepare risk/return valuations
  • Gathers and processes market share data and shareholder and investor profile


Required Skills & Experience:
  • Results driven and able to perform well under pressure and against tight deadlines
  • Strong analytical and numerical skills that put you at ease with financial data
  • Proven team player who is able to effectively interact with a wide variety of internal groups and clients
  • Strong multi-tasking skills
  • Strong Microsoft Office suite (Excel a must) and financial reporting skills


Education:
  • Undergraduate degree; focus in finance, business, accounting, economics, mathematics is preferred

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

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