Analyst, Investment Banking - Private Capital Advisory (Primaries)
Moelis & Company
- 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.
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
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