Analyst, Investment Banking - Private Capital Advisory (Primaries)

Moelis & Company

New York, United StatesOn-siteFull time
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Pay
$110K to $135K
a year
Location
New York, United States
Work style
On-site
Job type
Full time
Posted
Oct 19
2 days ago
Career path

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About the company

Moelis & Company

Investment banking · 501 to 1,000 employees

Moelis Private Capital Advisory ("PCA") is a global business providing strategic advisory and distribution to private fund sponsors and institutional investors, spanning primary fundraising, tailored capital raise solutions, and secondary market advisory. Combined with the Firm's financial sponsor franchise, sector expertise and M&A capabilities, PCA delivers customized solutions across strategies including buyout, growth, real assets, special situations and sector-specific strategies. The Primaries team within Moelis Private Capital Advisory is a leading capital raiser and strategic advisor to global alternative investment managers, advising general partners on the launch and execution of new fund vehicles — flagship and successor funds, first-time funds, separately managed accounts, and co-investment and fundless-sponsor vehicles — across strategies including buyout, growth equity, venture, distressed/turnaround, infrastructure, mezzanine, credit, and real assets. The team positions the fund, builds the LP order book, and runs the process through to final close, working closely with industry and product groups across Moelis and maintaining deep relationships with institutional LPs globally, including pension plans, endowments, sovereign wealth funds, insurance companies, and funds-of-funds.

Moelis & Company on LinkedIn

What you'll do

  • Evaluate potential fundraising mandates by conducting GP due diligence
  • Prepare fund marketing materials and review fund economics for accuracy and market positioning
  • Coordinate investor roadshows and provide GP client support throughout the fundraising process
  • Manage the online dataroom and control the flow of fund documentation to prospective LPs
  • Track investor feedback and maintain LP demand schedules, status reports and pipeline reporting
  • Complete due diligence requests from LPs, including DDQs
  • Maintain databases of fund closings, terms, benchmarks and institutional LP investors
  • Conduct primary market and ad hoc industry research

What you need

  • Minimum of 1-2 years post-college financial services experience
  • Understanding of the private equity industry
  • Strong analytical and technical skills, including extensive experience with Excel, PowerPoint and Word
  • Experience with CRMs such as Salesforce or DealCloud
  • Excellent communication skills
  • Organized, with good judgment and time management skills
  • Ability to work independently and as part of a broader team

Key skills

Financial services experiencePrivate equity industryMicrosoft ExcelPowerPointWordSalesforceDealCloudAnalytical and technical skillsCommunication skillsTime management

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Read the full posting here
We are passionate about our business and our culture, and are seeking individuals with that same drive. About the Group: Moelis Private Capital Advisory ("PCA") is a global business providing strategic advisory and distribution to private fund sponsors and institutional investors, spanning primary fundraising, tailored capital raise solutions, and secondary market advisory. Combined with the Firm's financial sponsor franchise, sector expertise and M&A capabilities, PCA delivers customized solutions across strategies including buyout, growth, real assets, special situations and sector-specific strategies. The Primaries team within Moelis Private Capital Advisory is a leading capital raiser and strategic advisor to global alternative investment managers, advising general partners on the launch and execution of new fund vehicles — flagship and successor funds, first-time funds, separately managed accounts, and co-investment and fundless-sponsor vehicles — across strategies including buyout, growth equity, venture, distressed/turnaround, infrastructure, mezzanine, credit, and real assets. The team positions the fund, builds the LP order book, and runs the process through to final close, working closely with industry and product groups across Moelis and maintaining deep relationships with institutional LPs globally, including pension plans, endowments, sovereign wealth funds, insurance companies, and funds-of-funds. For more information, please refer to the Moelis Private Capital Advisory pag e. Position Description: The Analyst position offers exposure to all aspects of a live primary fundraise — from initial GP due diligence and positioning through final close. The Analyst works closely with senior professionals firmwide, gaining close exposure to both fund manager clients and the LPs evaluating them. Responsibilities: Evaluate potential fundraising mandates by conducting GP due diligence — analyzing the manager's investment portfolio, track record, investment strategy, and quality of the management team Prepare fund marketing materials, including investor presentations, Private Placement Memorandum (PPM), data books, , and review fund economics (management fee, carry, GP commitment, key-person and other LPA terms) for accuracy and market positioning Coordinate investor roadshows and provide GP client support throughout the fundraising process, from soft-circling through first close, subsequent closes, and final close Manage the online dataroom for active fundraising campaigns and control the flow of fund documentation to prospective LPs Work with senior distribution/sales bankers to track investor feedback and maintain the LP demand schedule / status report and fundraising pipeline reporting Complete due diligence requests from LPs, including responses to due diligence questionnaires (DDQs) Maintain databases of active and historical fund closings, fund terms and benchmarks, and institutional LP investors (profiles, allocation strategies, and preferences) to support marketing materials and client advice Communicate regularly with institutional investors (pension plans, endowments and foundations, SWFs, insurance firms, funds-of-funds, family offices, asset managers, etc.) throughout the fundraise Conduct primary market research, including tracking fundraising volumes, fund terms, and LP allocation trends across the alternatives industry Conduct ad hoc industry research Qualifications: Candidates for the Analyst position should exhibit a strong history of academic achievement as well as possess the following attributes: Minimum of 1-2 years post-college financial services experience Understanding of the private equity industry and an interest in primary fundraising and institutional LP coverage 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 and CRMs such as Salesforce or DealCloud) 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 Compensation Expectations: USD $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.

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