Associate – Consumer & Retail Practice

Job Description

Associate, Investment Banking – Consumer & Retail | Moelis & Company

The Tone:
This is an experienced Associate role at Moelis & Company, located in New York City. Moelis & Company is a leading investment banking firm that is deeply passionate about its business and its distinct culture. The firm seeks individuals who share this profound drive and commitment to excellence. This role is a critical position within the Consumer & Retail practice, demanding Associates to assume significant levels of responsibility. The firm values intellectual curiosity, leadership capabilities, and strong analytical aptitude, alongside a sophisticated level of interpersonal skill, all of which are essential for success in this demanding environment.

The TL;DR
• Role: Associate
• Location: In-person, New York, NY
• Pay: $175000–$225000 yearly
• Team: Consumer & Retail practice; reports to senior bankers, manages a team.
• Mission: To provide expert financial analysis and modeling, lead junior teams, and prepare client presentations to support the firm’s Consumer & Retail advisory services.
• Tech Stack: Microsoft Office Suite, Excel

What You’ll Actually Do
• Financial Analysis: Conduct intricate financial analysis and develop sophisticated financial models, essential for evaluating businesses, supporting M&A transactions, and informing strategic decisions for clients.
• Team Leadership: Take charge of managing a team of junior professionals, providing guidance, overseeing their work, and ensuring the high-quality, timely completion of project deliverables.
• Client Presentations: Prepare and refine impactful client presentations and other critical client-facing materials, clearly articulating complex financial concepts and strategic recommendations.
• Client & Senior Banker Interaction: Regularly interact with senior bankers and external clients, building and maintaining relationships through effective communication and a sophisticated understanding of their needs.

The Must-Haves
• Background: A minimum qualification of an undergraduate degree is required. Candidates must possess a fundamental and applied knowledge of basic accounting principles and financial concepts, coupled with a proven ability to meticulously analyze and accurately value businesses across various scenarios.
• Experience: Demonstrable prior experience in Investment Banking is essential, specifically within corporate finance or Mergers & Acquisitions (M&A) advisory. Equivalent professional experience demonstrating a strong foundation in complex financial transactions and client advisory will also be considered.
• Skills: Exceptional analytical and presentation skills. Expert proficiency in the Microsoft Office suite, with Excel being a must for sophisticated financial modeling and reporting. A proven drive for results, demonstrating the ability to perform effectively under pressure and meet tight deadlines. Strong multi-tasking capabilities for managing diverse responsibilities. Excellent team player mentality combined with the ability to effectively interact with a wide variety of internal groups and clients, requiring a sophisticated level of interpersonal skill.
• Bonus: An undergraduate degree with a preferred focus in finance, business, accounting, economics, or mathematics.