Analyst – Clean Technology Financial Advisory

Job Description

Investment Banking Analyst, Clean Technology – Houston | Moelis & Company

The Tone:
This is a full-time role at Moelis & Company, located in San Francisco, CA. Moelis & Company is a financial advisory firm dedicated to its business and culture, seeking individuals with similar drive and motivation. This Analyst position is crucial for the Clean Technology financial advisory team, demanding intellectual curiosity, motivation, and strong analytical aptitude. The role involves assuming significant levels of responsibility within the firm’s advisory operations.

The TL;DR
• Role: Early Career
• Type: Full-time
• Location: In-person, San Francisco, CA
• Pay: $110000–$135000 yearly
• Team: Clean Technology financial advisory team
• Mission: Support senior managers in origination and execution activities for financial advisory services to clean technology clients.
• Tech Stack: Microsoft Office suite (Excel a must)

What You’ll Actually Do
• Origination Support: Support senior managers in preparing historical and projected financial statements, analyzing financial implications of mergers and acquisitions, and conducting public and private valuation analysis for major corporations.
• Execution Involvement: Participate in execution activities, including fundamental responsibilities like data gathering, analysis, and material preparation, while also managing standard processes such as preparing deal documentation.
• Valuation Model Building: Construct and apply complex valuation models based on comprehensive financial research and analysis, utilizing methods such as comparable company analysis, discounted cash flow analysis, and comparable acquisitions analysis.
• Approval Material Preparation: Prepare detailed analytical materials essential for securing necessary credit, compliance, engagement committee, and balance sheet approvals.
• Operational and Market Analysis: Conduct corporate operations reviews, perform portfolio analytic reviews, prepare risk/return valuations, and accurately gather and process critical market share data, along with shareholder and investor profiles.

The Must-Haves
• Background: Requires an undergraduate degree, serving as the foundational educational qualification for this experienced Analyst position.
• Experience: Demonstrated ability to achieve results while performing under pressure and meeting tight deadlines; proven track record as a team player, effectively interacting with a wide variety of internal groups and clients.
• Skills: Possess strong analytical and numerical proficiency for comfort with financial data; expertise in Microsoft Office suite, with Excel proficiency being a mandatory requirement, alongside strong financial reporting skills; capable of strong multi-tasking to manage diverse responsibilities efficiently.
• Bonus: A preferred focus for the undergraduate degree is in finance, business, accounting, economics, or mathematics, which would provide a strong foundation for the role.